Keeper has the following fees:
- 7-day free trial
- $16 monthly subscription fee ($192 a year)
- One-time $39 export data fee
- Free tax filing (with annual subscription)
Keeper Tax Relief Review
Keeper is a useful tax software for freelancers, contractors, small business owners, and other professionals who tend to file 1099s. Services include expense tracking, filing and paying taxes, and automatic tax break detection. The company also has other tools, including quarterly and yearly tax estimates, and a free library of tax-related resources.
Keeper Tax Relief Highlights
MIN TAX DEBT REQUIRED
$0
FREE CONSULTATION
Yes
POTENTIAL EXTRA FEES
Yes
RANGE OF FEES
Max $192
MONEY BACK GUARANTEE
No
BBB RATING
A+
Pros & Cons
- User-friendly, affordable tax software for bookkeeping and tax filing (state and federal)
- Designed for freelancers, small business owners, gig workers, and contractors who need to file a Schedule C
- The average 1099 worker can save thousands of dollars per year in tax savings
- Automatically detects tax deductions estimates taxes (quarterly and annually)
- Not suitable for people with large amounts of cryptocurrency transactions or rental income
- Doesn't have complex business operations features like payroll, invoicing, etc.
- Could be more expensive for people who make less than $30,000 a year since they can file for free with IRS partners
Tax Relief Service Types
- Tax Preparation and Planning
- Unfiled Tax Returns
- Federal tax
- State tax
In-House Professionals
- Enrolled Agents
Brand Certifications & Organizational Memberships
- National Association of Enrolled Agents (NAEA)
Type of Fees
- Flat rate
- service based
Associated Fees
Application & Handling Process
If you’re interested in using Keeper for your tax needs, the process is simple. Start by heading to the main website and click “Get Started.” Next, select the type of work you do — independent/freelance, employee, or business owner (ex. LLC, S Corp, or partnership).
Now, choose the type (or types) of work you do. If you’re an employee, you’ll be asked to create an account right after selecting that option. But if you chose “freelancer” or “business owner,” you’ll need to select from a long list of options like “artist” or “actor.”
Then, select when you started in your current line of work. This could be either this year or before this year. Keeper uses this information to help them find the different tax write-offs you could be eligible for.
Step 1
Get started
You’ll then need to answer a few other questions to determine possible tax deductions. Questions include:
- Whether you drive for work
- If you work from home
- Whether you ever go out to eat for work-related reasons
- If you travel for work
Next, create an account using your full name, email, and phone number. At this point, you’ll have the option to link your checking accounts and credit card. If you do this, Keeper can automatically scan your accounts for additional write-offs.
Finally, download the app to see your possible deductions and write-offs. You’ll also be able to file taxes through the app.
Required Information
You’ll need to create an account and download the app to use Keeper and find out which deductions you’re eligible for. This requires inputting some basic information like your name and contact details. You’ll also need to provide information about your type of work.
State Availability
Available in all states
Privacy & Security
Keeper (or Keeper Tax, Inc.) is upfront about customer privacy and security. Like many other online tax services, Keeper may collect certain information, such as your contact information, SSN, date of birth, payment information, and other financial data. It can also collect information about your device (ex. IP address or device type), demographic, education, and employment history. If you access Keeper through a third-party website, Keeper could also collect some of that data.
The company collects this information — and more — to offer personalized content as well as targeted advertising. It may also gather this information to improve their services or offerings.
As for privacy, Keeper uses industry-standard encryption services and other safeguards to prevent fraud or identity theft. The company will sometimes share your information with its partners, the IRS and other state taxing authorities, or at your request. You may be able to limit some data sharing, or request the deletion of certain information. For more information, refer to Keeper’s privacy page.
Customer Support
Keeper’s customer support team is generally good. The team is friendly, professional, and strives to answer questions in a timely manner. The best way to contact them is via email. After contacting them, you’ll typically receive an emailed response within a couple of business days.
The company does not appear to have a call back option, and phone support is limited. They also do not have a time-limit promise when it comes to response times. However, Keeper has a good reputation for solving customer problems.
On the Better Business Bureau, Keeper has 4.7 out of 5 stars out of 119 customer reviews. It’s also BBB accredited with an A+ rating.
Phone Support
(415)-644-8982
Email Support
support@keepertax.com
Social Media
In Conclusion
Keeper is an innovative software that helps self-employed professionals, especially those filing 1099s, file their state and federal tax returns. The company lets these professionals connect their bank account to the app to automatically find tax breaks and offer custom solutions. It also makes it possible to file taxes directly from the app.
There are a few drawbacks to this tax filing service, though. Customer support is limited to email and snail mail. The company also doesn’t offer many additional services, so it might not be right for more complicated tax returns or those seeking additional tax-related services.
FAQ
Keeper offers digital tax filing — federal and state — right from your smartphone. It can also automatically detect tax write-offs to save you money. Besides this, Keeper offers year-round tax bill and tax refund predictions. For those who need it, Keeper also has the option to consult a tax professional.
The Keeper tax service is best for sole proprietors, freelancers, gig workers, and contractors. It’s convenient for anyone who wants a do-it-yourself filing service.
Keeper comes with a free trial. After that, it costs $16 a month. If you sign up for a year, you may be able to file taxes for free.
Keeper Disclaimer
Last updated on January 10th, 2023
Welcome to Keeper Tax and thank you for selecting the Services offered by Keeper Tax Inc. and/or its subsidiaries and affiliates (referred to as “Keeper Tax”, “we”, “our”, or “us”). These Terms of Service (the “Agreement”) apply to the Keeper Tax website located at www.KeeperTax.com and of the Services offered via the Site, all associated sites linked to www.KeeperTax.com by Keeper Tax, its subsidiaries and affiliates (collectively the “Site”). The Site is provided to our users (occasionally “Users”, “You”, “Your”) on certain terms and conditions. This Agreement is a legal agreement between you and Keeper Tax. Please read this Agreement in its entirety. If you have any questions, comments, or concerns regarding this Agreement or the Services, please contact us at support@KeeperTax.com or via mail at 333 Hayes St, San Francisco, CA 94108. By using the Site, you agree to this Agreement. If you do not agree, do not use the Site or any of the Services offered via the Site or Keeper Tax. By accessing this Site and/or any of the Services offered via this Site you agree to the entirety of this Agreement.
These Terms of Service (these “Terms”) describe your rights and responsibilities when accessing and/or using our websites and services, including https://www.KeeperTax.com/ and any successor URL(s) (the “Sites”), the companion mobile applications for iPhone and/or Android mobile devices (the “Apps”), and any and all related services, software, documentation, and online, mobile-enabled, and/or digital services (collectively, including the Sites and the Apps, the “Service”) provided by and/or through Keeper Tax Inc. and/or its subsidiaries and affiliates (“Keeper Tax,” “we,” “our,” or “us”). By signing up or using the Service, you signify that you have read, understood, and agree to be bound by these Terms, and you acknowledge that you have read and understood our Privacy Policy (as it may be updated from time to time, our “Privacy Policy”), as further described in Section 10. Keeper Tax reserves the right to modify the terms of these terms and will provide notice of material changes as described below. These Terms apply to all visitors and users of the Service, and to all others who access the Service (collectively, “Users”).
PLEASE READ THESE TERMS CAREFULLY TO ENSURE THAT YOU UNDERSTAND EACH PROVISION. THESE TERMS CONTAIN A MANDATORY INDIVIDUAL ARBITRATION PROVISION IN SECTION 17.2 (THE “ARBITRATION AGREEMENT”) AND A CLASS ACTION/JURY TRIAL WAIVER PROVISION IN SECTION 17.3 (THE “CLASS ACTION/JURY TRIAL WAIVER”) THAT REQUIRE, UNLESS YOU OPT OUT PURSUANT TO THE INSTRUCTIONS IN THE ARBITRATION AGREEMENT, THE EXCLUSIVE USE OF FINAL AND BINDING ARBITRATION ON AN INDIVIDUAL BASIS TO RESOLVE DISPUTES BETWEEN YOU AND US, INCLUDING ANY CLAIMS THAT AROSE OR WERE ASSERTED BEFORE YOU AGREED TO THESE TERMS. TO THE FULLEST EXTENT PERMITTED BY APPLICABLE LAW (AS DEFINED BELOW), YOU EXPRESSLY WAIVE YOUR RIGHT TO SEEK RELIEF IN A COURT OF LAW AND TO HAVE A JURY TRIAL ON YOUR CLAIMS, AS WELL AS YOUR RIGHT TO PARTICIPATE AS A PLAINTIFF OR CLASS MEMBER IN ANY CLASS, COLLECTIVE, PRIVATE ATTORNEY GENERAL, OR REPRESENTATIVE ACTION OR PROCEEDING.
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Angela Mae is a personal finance writer specializing in loans, debt management, investing, retirement planning, and financial literacy. She comes from a journalistic background and pulls from hands-on experience and deep-dive research to breathe life into her stories. Her goal is to help others achieve financial stability and independence. When not writing, she can be found traveling, honing her yoga skills, hiking, or exploring new means of healthy, sustainable living.
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