Pay per return, or choose a yearly plan.
One account for every product, designed for CPAs, enrolled agents (EAs), and other tax professionals. Drafting, validation, a sample preview and Form 7004 are free. You pay when you approve a return and create its filing package. Plans cover everyone in your firm. Browse sample returns to see exactly what each package contains. New to the software? See Getting started with Form 3520.
Pay per return
$79 Form 3520, gifts and bequests only (Part IV)
$199 Form 3520 with foreign trust Parts (I–III)
$199 Form 3520-A, per trust and tax year
$199 Form 708, per recipient and calendar year
$99 Form 5472 with pro forma Form 1120, per LLC and tax year
$199 Form 1120-F, per foreign corporation and tax year
$199 Form 709-NA, per nonresident donor and calendar year
A Form 3520 payment covers one taxpayer and tax year, including every edit, any amended return, and a substitute Form 3520-A attached to it. Adding trust Parts to a paid gifts-only return is $120. A Form 3520-A payment covers one trust and tax year, including all Owner and Beneficiary Statements and the Form 7004 extension. A Form 708 payment covers one recipient and calendar year, including the Form 7004 extension. A Form 5472 payment covers one foreign-owned LLC and tax year, including a Form 5472 for each related party and the Form 7004 extension; documenting a year with no reportable transactions is free. A Form 1120-F payment covers one foreign corporation and tax year, including every edit, any amended return, and the Form 7004 extension. A Form 709-NA payment covers one nonresident donor and calendar year, including every edit, any amended return, and the Form 8892 extension. Client e-signatures on Form 3520 and 3520-A are included at no extra charge. No commitment.
Professional
$1,495 per year
20 returns per year for your firm, then $49 per additional return. Each Form 3520, each standalone Form 3520-A, each Form 708, each Form 5472 (one LLC and tax year) each Form 1120-F (one corporation and tax year) and each Form 709-NA (one donor and calendar year) counts as one return; a substitute Form 3520-A is included with its Form 3520. Full previews and draft workpapers on every return.
Live demo available on request. Email support@agenasoftware.com with your firm name and a few times that work for you, and we’ll reply to arrange one by Zoom or Microsoft Teams.
Unlimited
$2,495 per year
Unlimited Form 3520, Form 3520-A, Form 708, Form 5472, Form 1120-F and Form 709-NA returns and unlimited users for one firm.
Live demo available on request. Email support@agenasoftware.com with your firm name and a few times that work for you, and we’ll reply to arrange one by Zoom or Microsoft Teams.
Prices in U.S. dollars. Plans renew yearly and can be cancelled at any time from your firm’s billing page. Payments are processed by Stripe; card details never reach Agena Software. Per-return payments unlock the full preview and filing package at once and are non-refundable; see refunds for plans. Start with pay-per-return and subscribe from Firm → Billing once you’re signed in.
What each product includes
Preparers enter returns directly; client questionnaires, client invitations and document uploads are planned for later releases.
Form 3520 · foreign gifts & bequests (Part IV)
Donors and related-donor groups, documented currency conversions, threshold tests, continuation statements, and an optional reasonable-cause statement for a late filing. For individuals, spouses filing jointly, executors, and domestic trusts reporting foreign gifts to the trust when no one is treated as the trust’s owner. Clients can sign electronically.
Open Form 3520 workspaceForm 3520 · foreign trusts (Parts I, II & III)
Transfers and qualified obligations (Part I), ownership (Part II), and distributions with the Schedule A, B and C calculations (Part III). Schedule C and its Form 4970 worksheet support tax years 2023, 2024 and 2025; 2026 follows when the IRS releases the 2026 Form 4970. Includes the substitute Form 3520-A when the trust did not file its own. Clients can sign electronically.
Open Form 3520 workspaceForm 3520-A · foreign trusts with a U.S. owner
The trust’s annual information return (Parts I–III) for tax years 2023 through 2026, including prior-year and late returns, with every Foreign Grantor Trust Owner and Beneficiary Statement and a copy for each person. Start from an existing Form 3520 to carry over the trust and owner details. Form 7004 extension included (e-file coming soon; printable now). The trustee, or the U.S. owner for a substitute, can sign electronically.
Open Form 3520-A workspaceForm 5472 · foreign-owned U.S. LLCs (pro forma Form 1120)
For a single-member LLC wholly owned by one foreign person: the pro forma Form 1120 with a Form 5472 for each related party, for tax years 2017 through 2025. A year test for reportable transactions, the Part V and Part VI statements, a search of the IRS business activity codes, and multi-year catch-up: copy a return to other years, then combine the approved years into one fax-ready filing set. Form 7004 and an optional reasonable-cause statement are included. Filed by fax or mail and signed by hand.
Open Form 5472 workspaceForm 708 · gifts and bequests from covered expatriates
The section 2801 return for individuals, domestic and migrated trusts, and electing foreign trusts: covered gifts and bequests, foreign trust distributions with the section 2801 ratio, foreign gift or estate tax, and protective returns with the affidavit. Start from an existing Form 3520. Form 7004 extension included (printable). Signed by hand; the IRS’s e-signature list doesn’t include Form 708.
Open Form 708 workspaceForm 1120-F · foreign corporations
Protective returns and Section I refunds of U.S. tax over-withheld at source for tax years 2023 through 2025, and returns with effectively connected income for 2025: each Form 1042-S reconciled against the treaty rate, Form 8833 treaty positions, Sections II and III with the branch profits tax, and Schedules C, J, L, M-1 and M-2. Copy a return to other years. Form 7004 extension included (printable; the due date follows whether the corporation has a U.S. office). Filed on paper and signed by hand.
Open Form 1120-F workspaceForm 709-NA · gifts by nonresident donors
The U.S. gift tax return for donors who are neither U.S. citizens nor domiciled in the United States: gifts of U.S. real estate and tangible property, an annual exclusion for each donee (including the higher exclusion for a spouse who is not a citizen), marital and charitable deductions, prior periods, and the tax from the gift tax table with no unified credit. Treaty positions on Form 8833 and the Form 8892 extension are included. Filed on paper and signed by hand.
Open Form 709-NA workspaceEvery product includes saved drafts shared within your firm, validation, a PDF preview, workpapers, reviewer approval, and a filing package. Form 3520 and 3520-A also include client e-signatures: clients sign from any device with no account to create, and you keep a signature certificate with your file. There are no per-signature fees. Forms 3520, 3520-A, 708 and 1120-F are filed on paper. Required external documents are added separately.
Agena Software provides tax return preparation software only. We do not provide tax, accounting, or legal advice or guidance. Users determine tax treatment and filing obligations and review all output. We do not guarantee IRS acceptance or penalty relief. Where IRS e-file is available, beginning with the 2026 filing season in 2027, we transmit returns only at the preparer’s direction. Service terms and limitations.
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