Intuit Lacerte vs Thomson Reuters UltraTax CS
An honest, context-aware comparison. No affiliate links. No paid placements. Just the data that helps you decide.
Intuit Lacerte
Advanced tax software for complex returns and high-volume firms
Thomson Reuters UltraTax CS
Professional tax preparation software for accounting firms (1040, 1120, 1065, 1041)
Side-by-Side Comparison
Objective metrics, no spin.
For complex returns (multi-state, partnerships with many partners, high-net-worth individuals) or high-volume firms.
For simple returns or small practices (ProSeries is more cost-effective). Steeper learning curve.
For tax return preparation in public accounting firms. Essential for firms with >50 business returns annually.
For tax provision work (use OneSource), tax planning (use different tools), or if you're a sole proprietor (use ProSeries or Lacerte).
Both suited for: medium, large companies
Since both tools target medium and large companies, your decision should hinge on the specific use case above rather than company fit. Try the AI Advisor to get a recommendation tailored to your exact stack.
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Other Tax Compliance Tools to Consider
If neither is the right fit, these are the next best alternatives in the same category.