Tax Software
Professional return preparation, e-file, client organization and tools for your office.
Tax software · Training · Support
More than tax software — a complete ecosystem for *tax professionals.*
Flexible software, practical training and personalized support to help new and established tax offices work and grow.
Certified e-file tax engine & ecosystem · Since 2004
Looking for a questionnaire? Go to the Questionnaire Center →
Flexible options. Powerful tools. Real results.
Fastest way to start
Fill out our online form
Tell NexGen about your office in NexGen's own form. It opens in a new tab and the team follows up with you.
Fill out the form
Please do not enter SSN, ITIN or bank details.
Tax professionals since 2004
Desktop, Online & Self-Service
Training & resources
Personalized support year-round
The NexGen ecosystem
Six pillars. *One complete ecosystem.*
Everything a tax professional needs to prepare, learn, launch and grow.
Tax Preparer Training
Training for people new to the industry and advanced coaching for current preparers.
Tax Office Startup & Support
Help opening your office: processes, onboarding, compliance, marketing, technology and operational structure.
Business & Tax Office Support
Day-to-day operations, technology infrastructure and compliance (WISP) for your office.
Business Growth
Beyond teaching how to prepare taxes: win clients, increase volume and professionalize your business.
Year-Round Support & Education
Continuous professional support and education — not just during filing season.
Software
Three ways to work. *One partner.*
Choose the modality that fits how your office works.
In-office power
For teams that work together in the office.
Traditional installed software for in-office teams.
- Installed software
- Built for in-office teams
- Dedicated support
Work anywhere
For offices and preparers who work from more than one place.
Work from anywhere with secure access.
- Secure online access
- In the office or remote
- Dedicated support
More clients
For offices that want clients to file on their own.
Let clients file on their own and keep coming back.
- Clients file on their own
- Designed to help you serve more clients
- Setup and pricing confirmed with the team
Tailored 2026 packages — options, facilities and personalized quotes are confirmed directly with our team. Book a demo to find the best fit for your office.
Planes 2026
Planes adaptados. *Ecosistema premium.*
Tres soluciones pensadas para cada etapa de tu negocio de impuestos. Consulta las opciones y facilidades directamente con nuestro equipo.
⚡ Temporada 2026 — Facilidades, onboarding personalizado y soporte bilingüe
Software Only
El motor profesional para oficinas que ya preparan.
Tarifa a la medida
Consulta directa
- Licencia Desktop u Online
- Configuración y onboarding iniciales
- Asistencia con productos bancarios
- Soporte técnico
Pro + TrainingMás popular
Nuestro punto ideal: software más capacitación práctica para crecer con confianza.
Tarifa a la medida
Consulta directa
- Todo lo de Solo Software
- Capacitación en vivo y demostraciones del software
- Entrenamiento en due diligence y productos bancarios
- Capacitación continua durante la temporada
Tax Office Startup
Apertura llave en mano de tu primera oficina, con acompañamiento todo el año.
Tarifa a la medida
Consulta directa
- Todo lo de Pro + Capacitación
- Orientación EFIN/PTIN y WISP
- Plantillas de marketing y estrategias de retención
- Soporte empresarial todo el año
Las tarifas y facilidades de cada paquete se confirman directamente en tu demostración personalizada con nuestro equipo.
Who we serve
Find your fit. *Start where you are.*
Four profiles, one ecosystem. Pick yours and see the recommended package.
A guided path from zero
You are entering the tax world and want a guided path.
- Step-by-step training from zero
- Live software walkthroughs
- In-season support while you learn
Best fit: Pro + Training
See Pro + Training
Formalize. Expand. Multiply volume.
You already prepare returns and want to formalize your operation.
- Desktop or Online professional engine
- Bank products to grow your revenue
- Add training whenever you are ready
Best fit: Software Only
See Software Only
Modernize without losing margins
Your office is established and needs modern tools.
- Modern Desktop & Online platform
- Team training & workflow guide
- Seasonal support for peak volume
Best fit: Pro + Training
See Pro + Training
Your first office, turnkey
You are an investor or entrepreneur opening your first tax office.
- EFIN/PTIN & WISP compliance
- Operational setup & marketing templates
- Year-round business support
Best fit: Tax Office Startup
See Tax Office Startup
Why NexGen
Tools, training and *people* behind your office.
Flexible options
Desktop, Online and Self-Service to fit how you work.
Dedicated support
Personalized support, year-round.
Training & resources
Build your knowledge with practical training and resources.
Grow your business
Tools and guidance for a brighter tomorrow.
Our team
Real people. Real experience. *Real support.*
Kellys Sierra and Malka Leon are committed to helping tax professionals, and new and established tax offices, grow their business with the right tools, training and support.
Kellys Sierra
Entrepreneur | Tax & Business Professional | Licensed Real Estate Sales Associate
- 24+ Years of Experience
- Systems Engineering Background
- Tax & Healthcare Operations
- Licensed Real Estate Associate
“Lead with integrity, serve with compassion, and make a meaningful difference—one person, one family, and one business at a time.”
Malka Leon
Tax & Accounting Professional | Financial Consultant | Real Estate Professional
- 24+ Years of Experience
- Corporate & Personal Taxes
- Business Incorporation & Advisory
- Top Producer Real Estate
“Lead with integrity, serve with purpose, and help others move forward with confidence.”
More tax pros. Brighter futures.
How to start
Three simple *steps.*
Tell us what your office needs
Share how your office works and what you are looking for.
Explore the available solutions
Learn about Desktop, Online and Self-Service.
Schedule a demo or onboarding
We coordinate the next step with you. Timing is confirmed by the team.
Questionnaire Center
Find the right form. *Finish in short steps.*
Pick the questionnaire you need, answer in short steps, review everything and send. Nothing is submitted until you confirm.
Please do not enter Social Security numbers, ITINs, bank details or tax documents in these forms.
Virtual assistant
Meet your *NexGen Assistant.*
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FAQ
Quick *answers.*
Software
Tax software *that works for you.*
Desktop, Online and Self-Service solutions for new and established tax offices.
Desktop Suite
Traditional installed software for in-office teams.
- Powerful local processing.
- Installed software for teams working in the office.
- Dedicated support
Online Platform
Work from anywhere with secure access.
- Cloud access.
- Work in the office, remotely, anytime and anywhere.
- Dedicated support
Self-Service
Let clients file on their own and keep coming back.
- Intuitive tools.
- Clients file on their own.
- How it works, pricing and provider are confirmed with the team.
AI Workflow
Intelligent automation that streamlines repetitive tasks so you can focus on high-value client relationships.
Packages
Choose your *plan.*
Designed for the modern tax professional.
⚡ Temporada 2026 — Facilidades, onboarding personalizado y soporte bilingüe
Tarifa a la medida
Consulta directa
- Desktop or Online license
- Initial setup & onboarding
- Bank products assistance
- Technical support
- Self-service modules where applicable
Pro + TrainingMost popular
Tarifa a la medida
Consulta directa
- Everything in Software Only
- Tax-law & software training
- Live demos & workflow guide
- Due-diligence & bank-product training
- Ongoing training through the season
Tarifa a la medida
Consulta directa
- Everything in Pro + Training
- EFIN/PTIN guidance
- WISP compliance resources
- Operational setup & team configuration
- Marketing templates & retention strategies
- Year-round business support
All packages include setup assistance and bank-product guidance.
AI-assisted import
Upload. Import. *File faster.*
NexGen's promotional material describes importing tax documents such as W-2, 1099, K-1 and 1098 and filling data into returns with AI to save time.
Pending: confirm scope and wording with NexGen before publishing
What to ask in your demo
- Which modality fits my office?
- Pricing, plans and what each includes
- Features and system requirements
- Onboarding, training and support options
Ready to see what *fits your office?*
About
Built for tax pros, *by tax pros.*
NexGen Tax Pro supports tax professionals and tax offices with software, training and support.
Our mission
A premium ecosystem for *every stage of growth.*
Our mission is to provide a premium ecosystem that supports entrepreneurs in every stage of their growth.
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- Trusted
- Knowledgeable
- Committed
- Always here for you
Experience. Knowledge. Results. Tax professionals since 2004.
The ecosystem
Four ways we *support your office.*
Software
Tax preparation software designed for speed, accuracy and daily workflow.
Training
Educational resources on software use, compliance and office workflow.
Startup
Support for launching a tax office, including EFIN/PTIN guidance, WISP compliance and marketing resources.
Business Growth
Proven strategies for client acquisition, year-round revenue, bank refund products with cash advances, and scalable tax business operations.
Descriptions based on the information currently published on NexGen's website. Details to be confirmed by the team.
Our team
Real people. Real experience. *Real support.*
Kellys Sierra
Entrepreneur | Tax & Business Professional | Licensed Real Estate Sales Associate
- 24+ Years of Experience
- Systems Engineering Background
- Tax & Healthcare Operations
- Licensed Real Estate Associate
With a background in Systems Engineering and over 24 years of successful entrepreneurial experience, Kellys Sierra brings a strategic, systems-driven approach to tax business operations, compliance, and enterprise growth. Throughout her extensive career managing high-volume tax offices and multi-specialty healthcare clinics, she has earned a sterling reputation for operational discipline, ethical leadership, and empowering professionals to build sustainable, profitable businesses. In addition to her business leadership, she is a licensed real estate sales associate with deep market insight. Guided by an unwavering commitment to integrity and client advocacy, Kellys approaches every client relationship with empathy, precision, and purpose.
“Lead with integrity, serve with compassion, and make a meaningful difference—one person, one family, and one business at a time.”
Malka Leon
Tax & Accounting Professional | Financial Consultant | Real Estate Professional
- 24+ Years of Experience
- Corporate & Personal Taxes
- Business Incorporation & Advisory
- Top Producer Real Estate
“Lead with integrity, serve with purpose, and help others move forward with confidence.”
With more than a decade of experience in the tax industry, Kellys and Malka are committed to helping tax offices grow with the right tools, training and support.
More tax pros. *Brighter futures.*
Training & Support
Training, resources and *support.*
Practical training for your team and personalized support throughout the year.
Practical Training & Updates
Step-by-step training for new and advanced preparers, combining IRS theory with real software practice.
Live & Recorded Classes · Real Cases- Live Zoom classes with real-time software demos
- Interactive workshops + 24/7 recorded library
- Pre-season (Oct–Jan): onboarding, updated tax law and software setup
- Active season (Feb–Apr): live clinics for complex real client cases
- Individual 1040 + corporate 1120, 1120-S, 1065; IRS Due Diligence; bank products
Turnkey Office Launch
A complete guide for entrepreneurs and preparers ready to open a professional, compliant tax office.
Turnkey Solution · IRS Compliance- PTIN and EFIN guidance through IRS e-Services
- WISP manual required by the IRS and FTC
- Bank partners TPG, Refund Advantage and EPS; fees from the refund and cash advances
- Marketing templates, client acquisition and retention
- Workflows for multiple preparers and office roles
Bilingual Human Support All Year
Direct access to a team specialized in tax operations and software support in English and Spanish.
Bilingual Support (ES/EN) · All Year- Peak season (Jan–Apr): Mon–Sat, 8:00 AM–8:00 PM EST; extended night support at e-file deadlines
- Off-season (May–Dec): Mon–Fri, 9:00 AM–5:00 PM EST for amendments, extensions and planning
- Software & demos: (407) 241-9326
- Office launch & team: (321) 558-0061
- Email: info@nexgentaxpro.com
- Virtual assistant & WhatsApp: 24/7 continuous attention
Training modules
Learn at *every stage.*
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Seasonal support & training
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Resources
A resource library *for your team.*
Guides, templates and training materials are shared with clients during onboarding and throughout the season.
New resources are added as the team approves them.
Need help right now? Call (321) 558-0061 or write to the team. Please do not send tax documents or Social Security numbers by email or chat.
Let's grow *together.*
Contact
Book a demo or *talk to the team.*
Tell us what your office needs and we will follow up.
Fastest way to start
Prefer to fill it out directly? Open NexGen's online form.
Book a Demo
Let's find the *right fit* for your office.
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Fastest way to start
Prefer to fill it out directly? Open NexGen's online form.
¿Ya pediste tu demo?
Pulsa aquí para llenar los datos proporcionados para tu oficina.
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Questionnaire Center
Which form *do you need?*
Choose the option that matches your request. Each questionnaire is short, lets you go back, and shows a full review before anything is sent.
Fastest way to start
Prefer to fill it out directly? Open NexGen's online form.
Please do not enter Social Security numbers, ITINs, bank details or tax documents in these forms.
Software consultation / demo
Tell us about your office and which software modality you want to see.
Office or professional registration
Register your office or professional profile. Includes a review and an electronic signature step.
Training or support request
Ask for training, resources or help from the support team.
Client tax questionnaire
Not available in this version. It would collect sensitive tax information and needs a secure, authenticated flow and confirmation that NexGen offers this service.
Why isn't it available?Questionnaire Center
Fastest way to start
Prefer to fill it out directly? Open NexGen's online form.
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