Specialty tax preparation software for tax professionals
Agena Software builds focused preparation tools for the specialized IRS forms that general tax software handles poorly. Each product guides the preparer through the form line by line, validates the answers, and produces the completed form, supporting statements, and workpapers for review.
Products
Foreign trusts & foreign gifts
Prepare Form 3520 for transfers to foreign trusts, trust ownership, trust distributions, and gifts or bequests from foreign persons (Parts I–IV), for tax years 2023 through 2026, including prior-year and late returns. Clients can sign electronically.
Explore Form 3520Foreign trusts with a U.S. owner
Prepare the trust’s annual information return or an owner’s substitute Form 3520-A, with Owner and Beneficiary Statements and the Form 7004 extension, for tax years 2023 through 2026, including prior-year and late returns. It works alongside Form 3520 under the same account. The trustee or owner can sign electronically.
Explore Form 3520-AGifts & bequests from covered expatriates
Prepare the section 2801 return for individuals and trusts, with foreign trust distributions and the section 2801 ratio, protective returns, and the Form 7004 extension. Start from an existing Form 3520.
Explore Form 708Foreign-owned U.S. LLCs
Prepare the pro forma Form 1120 with Form 5472 for a single-member LLC owned by a foreign person, for tax years 2017 through 2025. Catch up on missed years with a year-by-year transaction test and one fax-ready filing set.
Explore Form 5472Foreign corporations
Prepare protective returns, refunds of U.S. tax over-withheld at source, treaty positions with Form 8833 and the Form 7004 extension, through effectively connected income and the branch profits tax.
Explore Form 1120-FGifts by nonresident donors
Prepare the U.S. gift tax return for donors who are neither citizens nor domiciled here: gifts of U.S. real estate and tangible property, annual exclusions for each donee, the tax with no unified credit, treaty positions with Form 8833, and the Form 8892 extension.
Explore Form 709-NA