Lunar Papers - 2026 Pricing, Features, Reviews & Alternatives

Features included:

• Client documents identified, renamed and filed into your folder structure
• Provisional refund or balance-due estimate before the return is keyed
• Reviewer-ready Excel workbook with live formulas, prior year reproduced and carryforwards rolled
• Open items and the client request email drafted; every reprocess included

Features included:

• Everything in Standard
• Up to 30 client documents, 10 K-1s and 5 brokerage accounts
• K-1 and brokerage activity summarized with source references
• Firm approves the price before the build starts

Features included:

• Everything in Complex
• No limit on documents, K-1s or brokerage accounts
• Duplicates and other people's documents set aside with notes
• Firm approves the price before the build starts

Features included:

• Forms 1120-S, 1065 and 1120
• Prior-year return reproduced and tied out
• Book-to-tax reconciliation and Schedule M-1 / M-2 support
• Shareholder stock and debt basis roll for S corporations; partner capital roll for partnerships
• Open items and the client request email drafted

Features included:

• Prepared return compared to the workpapers line by line
• Possible differences flagged for the firm to evaluate
• Guidance written for your tax software: CCH, Lacerte, ProConnect, ProSeries, Drake, UltraTax CS and more
• Re-comparisons at about half price