$99/filing · TPA Plan $199/month

File Form 5330 for clients without a benefits platform

Per-filing pricing. The completed IRS PDF — ready to sign as paid preparer and mail. No subscription required for occasional filers.

Prepare a Return — $99 → TPA Plan — $199/month

The Gap

The Form 5330 gap in tax practice

Most tax software doesn't handle Form 5330. It's a DOL-adjacent IRS return that falls between your tax stack and your client's TPA. When a client comes in with a late deposit or an ADP failure, the options are: prepare it manually in the IRS fillable PDF (error-prone), refer to an ERPA (expensive), or use 5330Prep.

How It Works

How it works for a CPA practice

Pay $99 per return — bill it through to the client
Or subscribe to the TPA Plan at $199/month for multiple clients
The PDF includes the paid preparer section for your signature
IRS-official form output, not a facsimile
Calculation methodology is documented for your workpapers

Coverage

What 5330Prep covers

The four schedules that account for 95% of CPA-filed Form 5330s — plus additional schedules for defined benefit plans and specialty situations.

§ 4975 · Schedule C

Late Deposits

§ 4979 · Schedule H

ADP/ACP Failures

§ 4972 · Schedule A

Nondeductible Contributions

§ 4980 · Schedule I

Plan Asset Reversions

Additional schedules for defined benefit plans and specialty situations are also supported — all 12 Form 5330 schedules in total.

Start preparing Form 5330 for clients

Per-filing for occasional use. Flat monthly rate for high volume.

Prepare a Return — $99 per filing → TPA Plan — $199/month (unlimited)