Observed arrival · 2026-09-30
Agena’s Form 3520 preparation pilot
Agena offers focused tax-preparation software for professionals handling specialized IRS forms, starting with Form 3520.
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- For
- CPAs and other tax professionals handling foreign-trust or foreign-gift reporting
- Worth noticing
- The pilot covers transfers to foreign trusts, trust ownership and distributions, plus foreign-person gifts or bequests for tax years 2025 and 2026.
Field notes
The site says one account will cover each Agena product, while Form 3520-A is labeled “Coming later.” Its stated boundary is explicit: Agena says it provides preparation software only, does not sign, file, or mail returns, and is neither affiliated with nor endorsed by the IRS. The homepage links to pricing and support, but the extracted text gives no price or account-access conditions.
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Editorial observations of this landing page, not a rating.
○OpenPublic substance visible
$PaidCommerce or pricing visible
◎NicheUnusually specific use
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