Tax return preparation software only. We do not provide tax, accounting, or legal advice or guidance. You determine tax treatment and filing obligations and review all output. Service terms and limitations.
YOUR PRACTICE
Client returns
Designed for CPAs, enrolled agents (EAs), and other tax professionals. Prepare, review, and organize your Form 3520 returns.
—Returns in your workspace
—In preparation
—Reviewed
Return library
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FORM 3520
Untitled client
Saved
Saved drafts are shared only with members of your firm. Review approval records your review of a version; it is not review by Agena Software, a tax opinion, or IRS acceptance. We do not sign or mail returns. Where IRS e-file is available, beginning with the 2026 filing season in 2027, we transmit returns only at the preparer’s direction.