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Since you are coming back to ATX, don't get the package advertised on the website. Call them and tell them you are switching and what deals they can give you. I bet you they will give you lower prices and they might lock it for 5 years. There a few flavors of MAX and some of them include only 3 states but you should go for the bigger package which includes, all states and DC, etc. free efiling for current year, payroll and other less important pieces.

That doesn't sound like the MAX package of old, sounds like the ATX 1040 package, which I switched to last year and am sticking with it, even though I probably did not come out ahead, what with circa $65 for every 1041 and 1065, something like $34 for state returns other than the 3 I picked, and about $6 for every return (first 75 free). But I am semi-retired, no longer doing corporate returns or any new clients. With the May discount, ATX 1040 was $942.

All states, individual and business including payroll with unlimited e-file. Getting price increases every year. Still not terrible for the product you get. Customer Support ain't what it used to be, but compared to other industries it is on par or slightly better, just not as sharp, attentive or quick as the team from Caribou used to be. Tom Longview, TX

There are so many variables that conversion decisions are just speculative in my opinion. There are some circumstances when it makes a lot of sense (i.e. one off business loss that drives income negative, so you have room to covert for free) but if you are looking at a linear income stream, you are just making educated guesses about tax rates, inflation rates and investment growth rates. Any of these items can make the best thought out projection look silly a couple of years from now. Tom Longview, TX

My financial planning software will almost always say to convert and will tell you that you've saved $x in taxes. I'm very reluctant because I don't know what the tax code will say in 15 years. How do I know they won't tax ROTH distributions over a certain level of income? At one time it was unthinkable that people would pay taxes on Social Security benefits and most people do today. My teacher friends and clients have been told their entire careers that they'll never pay state taxes on their public pensions and most of them do.

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