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Liberty Tax Reviews

7.7

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bobphillips
Written by Bob Phillips

About Liberty Tax | Read More

7.4

LS Score

6.7

Credibility

7.5

Support

9.2

Accessibility

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Opening Hours Opening Hours drop-down-btn
Mon - Fri 9:00 AM – 5:00 PM
Sat - Sun Closed
Contact Information Contact Information drop-down-btn
  • libertyonlinesupport@libtax.com
  • (800) 790-3863
  • Headquarters: 2387 Liberty Way Virginia Beach, VA 23456
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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 Highlight

YES

Free Consultation

YES

Potential Extra Fees

NO

Money Back Guarantee

N/A

BBB Rating

Pros & Cons

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  • con-icon Initial consultation is free
  • con-icon Very efficient process
  • con-icon Access to a wide range of experienced experts
  • con-icon 14-day money-back guarantee
  • con-icon Fees can get a bit high
  • con-icon In person help is only available in Illinois

Tax Relief Service Types

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  • Tax Preparation and Planning

Type of Fees

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  • service based
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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.

Process & Time Frame

The application process took us 45 minutes to complete, and this was with all relevant financial information to hand. If you are due a tax refund, you can expect this within 30 days of filing the return.

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

Lendstart - Applying to Liberty Tax Phase #2
Step 2

Plans details

Lendstart - Applying to Liberty Tax Phase #3
Step 3

Personal information

Lendstart - Applying to Liberty Tax Phase #4
Step 4

Getting started

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

bobphillips
Written by Bob Phillips linkedin-icon twitter-icon

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.

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FAQ’s

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.

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.

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.

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.