Estate & gift tax software
Prepare Form 706 estate tax returns and Form 709 gift tax returns in one Windows package with saved return data, built-in calculations, and professional print/PDF output. Download the free trial before purchasing the $399 license.
Download first. Purchase only if the current Windows workflow fits your office.
Download and explore the Forms 706 and 709 workflow before purchasing the one-time license. No required monthly subscription.
Search intent: Form 706 tax preparation software
For attorneys, CPAs and tax professionals comparing Form 706 software, estate tax return software, or Form 709 gift tax software, the free trial shows the actual Windows preparation workflow before purchase.
Actual software screens
Use these actual screenshots to show that the package includes both estate-tax and gift-tax preparation screens in one Windows program.
Click any screenshot to enlarge it, then use the arrows to review the rest of the workflow.
Actual software screen
Use the Windows workspace for Form 706 and Form 709 preparation with page and schedule navigation, saved return data and organized entry screens in one package.
Purchase confidence
Try before you buy
Download the Windows installer at no charge and install the software before purchasing.
Open the program, review the Forms 706 and 709 workflow, and decide whether it fits your practice.
When you are ready to register the software, complete the one-time $399 purchase through PayPal.
Return to the payment-confirmation page after checkout and follow the registration instructions for your purchase.
Frequently asked questions
Yes. The installer is a free download so you can install and review the Windows workflow before deciding whether to purchase the $399 license.
Yes. The current product is sold as one estate and gift tax software package for Form 706 and Form 709 preparation.
Yes. The desktop workflow is designed around local saved return data that can be reopened and revised.
The current product is described with built-in calculations plus professional review, print and PDF-oriented output.
Working files are kept locally in the Windows desktop workflow rather than requiring a LawFirmSoftware.com cloud account.
No. The current package is $399 as a one-time purchase with no required monthly subscription.
Use the Estate & Gift Tax Resource Center for Form 706 schedules, filing requirements, extension guidance and the due-date calculator.
See the Form 709 filing requirements guide and the Form 709 software guide.
Related free resources
Use the free resource library to review filing requirements, schedules and due dates alongside the desktop software. Current IRS instructions remain the controlling source.
Focused software, official forms
Install the Windows trial and review the Form 706 and Form 709 workflow before purchasing. If it fits your practice, the current package is $399 one-time.
