Liberty Tax Review
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Liberty Tax Reviews

Bob Phillips


Bob Phillips

2,700+ Locations to Serve You
2,700+ Locations to Serve You
About Liberty Tax

Liberty Tax, owned by NextPoint Financial, began tax relief operations in 1997. The company’s headquarters is located in Virginia Beach, VA, with approximately 2,700 franchised offices nationwide. Liberty Tax is primarily known for its tax return preparation services but also has an active tax relief program.

Chicago-based Community Tax, also a NextPoint Financial company, carries out the tax relief services for Liberty Tax. For the purposes of this tax relief review, we will refer to Liberty Tax, not Community Tax.









Liberty Tax Tax Relief Review

Liberty Tax is a long-standing tax preparation and filing service provider. The company also offers debt relief options to customers with outstanding tax debts via its sister company, Community Tax. Liberty Tax has been in operation since 1997 and has built a wealth of experience in helping you file your taxes correctly and on time. While it is headquartered in Virginia Beach, Virginia, the company has over 3,000 offices across the US and Canada. Alongside the physical locations, there is an online service offering tax preparation and tax filing.

Liberty Tax Tax Relief Highlights











Pros & Cons

  • An efficient online filing process
  • Excellent mobile app
  • In-person help available
  • Considered expensive
  • Negative online reviews

Tax Relief Service Types

  • Tax Preparation and Planning

Type of Fees

  • service based

Associated Fees

The are no additional fees over and above the stated fees for returns. Federal returns cost between $46 and $86, depending on the type of return service chosen. On the other hand, state tax returns cost $36.

Applying to Liberty Tax

Using Liberty Tax to prepare and file your tax return is simple and can be done in a few steps. For one, you can choose to file in person by visiting one of the 3,000 branches across the US. However, for the purpose of this review, we will focus on the online filing option. We started the process by selecting “File Online” from the homepage.

Lendstart - Applying to Liberty Tax Phase#1
Step 1

Opening screen

From this point, we had to enter our personal and financial information as guided by the online forms. The filing process was simple and intuitive and took us less than 45 minutes to complete. We strongly recommend that you have all relevant documentation to hand before starting the process, as this will significantly reduce the amount of time it will take.

Required Information

To use Liberty Tax’s services for tax preparation and filing, you will need a lot of documentation.
The list below is extensive but contains all information that you will need, if applicable:

For each family member:

  • Name
  • Date of Birth 
  • SSN
  • Prior year tax return
  • Driver’s license

Financial information required:

  • W-2s
  • Interest statement (such as 1099-INT)
  • Dividend confirmation (such as 1099-DIV)
  • Sale of stock (such as 1099-B)
  • Details of self-employment income and expenses
  • Property sales details
  • Rental income and expenses
  • Sale of business assets
  • Gambling winnings
  • State income tax refunds
  • Pension income
  • Tax payments made
  • Social security details
  • IRA or 401K distributions
  • Unemployment compensation
  • Any other income
  • Details of any tax credits

Details of deductions or adjustments:

  • Real estate taxes
  • Mortgage interest
  • Charitable contributions
  • Business expenses
  • Medical expenses
  • Gambling losses
  • Moving expenses
  • IRA contributions
  • Education expenses
  • Student loan interest

State Availability

Available in all states

Privacy & Security

Liberty Tax provides a detailed summary of its privacy and security policies and practices on its website. In addition, its website is verified and secured by GODADDY.

Customer Support

Calls to the toll-free number on the Liberty Tax website are answered by an automated attendant that will connect you with a local office after you enter your zip code. The local franchised office will provide service or give you another number at Liberty Tax if you need assistance they can’t offer.

Phone Support
(800) 790-3863
Mon - Fri
9:00 AM – 5:00 PM
Sat - Sun

In Conclusion

Liberty Tax is a name-brand tax preparation service company with a tax relief division. An attorney, CPA, or Enrolled Agent represents the client to the IRS. Liberty has a D- rating with the BBB, and there are many negative reviews concerning its tax relief service online.


Who will I work with at Liberty Tax for tax relief?
Your case will be assigned by a local office to a CPA, attorney, or Enrolled Agent.
Does Liberty Tax offer free consultations?
Yes, consultations are free.
Does Liberty Tax offer a money-back guarantee?
Liberty Tax offers a 14-day money-back guarantee.

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Bob Phillips

Having spent over fifteen years helping people plan their lives financially, Bob has a vast amount of knowledge concerning personal finance. During his career, Bob mastered many different financial products to help people achieve their financial goals, including life insurance, disability insurance, mutual funds, and stocks and bonds. He earned the Chartered Life Underwriter (CLU) designation and held numerous securities licenses. Bob is an internationally published poet and is now a freelance writer living in North Texas with his wife and Doberman puppy.