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ftwilliam

A web‑based tax preparation service designed by Fort William, LLC.
Questions about ftwilliam? Call (800) 827-1151 and talk to a software expert now.

Information about Our 5500 Forms Software

  • Only $250 per year - All DOL-approved 5500 series forms.
  • Five concurrent users
  • Create pdf files of final bar-coded forms to email to clients.
  • 55Autofill feature - automatically downloads all of the available information from the most recently completed 5500 forms

55Express Forms Software

  • Only $125 per year
  • All of the features listed above for our full-featured package except 55Express allows preparation of a maximum of two 5500s and is limited to a single user.

We also offer the highest quality retirement plan documents and forms

Information about Our 5500 Forms Software

  • Only $250 per year - All DOL-approved 5500 series forms.
  • Five concurrent users
  • Create pdf files of final bar-coded forms to email to clients.
  • 55Autofill feature - automatically downloads all of the available information from the most recently completed 5500 forms

55Express Forms Software

  • Only $125 per year
  • All of the features listed above for our full-featured package except 55Express allows preparation of a maximum of two 5500s and is limited to a single user.

We also offer the highest quality retirement plan documents and forms.

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