Unlimited returns, client filing history, and bulk PDF download — at a flat monthly rate. No per-filing fees when you're handling dozens of plan sponsors.
Start TPA Plan — $199/month →Most Form 5330 returns you file are § 4975 late deposits — small dollar excise taxes that still require an IRS-official PDF with the correct lost earnings calculation. Billing a client $400 for a $12 excise tax return doesn't work. Doing it manually in 20 minutes does.
5330Prep generates the completed Schedule C PDF in under 5 minutes per return, at $199/month for unlimited filings.
Client missed the 7-business-day window on three payrolls. Enter each transaction, get a Schedule C PDF per client in minutes.
Plan failed nondiscrimination testing. Schedule H excise tax calculated automatically from the excess contribution amount.
Multiple clients with the same July 31 due date. Unlimited plan means no per-filing cost pressure.
Unlimited Form 5330 returns at a flat monthly rate. Cancel anytime.
Start TPA Plan — $199/month →