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Best Tax Preparation Services March 2024

Tax preparation is the process of preparing and submitting tax returns to the relevant tax authority. The goal is to ensure your tax returns are accurate, filed on time, and in compliance with the tax laws and regulations. The preparation involves calculating and reporting income, expenses, deductions, and tax credits so that the correct amount of tax is paid. The process can be done individually, with the help of tax preparation software, or through the services of a professional tax preparer.

location NY, Brooklyn privacyWe value privacy
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Key Facts

  • Free option for self-filling
  • Software starts at $19.95
  • Mobile app for filing, support, and more
  • Offers local offices for in-person assistance

Pros

pros iconAbility to have a tax professional do simple and complicated tax returns (federal and state)

pros iconDifferent tiered options available to match customers’ budget

pros iconOnline software for those who prefer to file their own taxes online

pros iconNo upfront fees

Cons

cons iconSome people have issues using their software to file taxes

cons iconOnline chat feature is only available for paid subscriptions

cons iconCosts may turn out higher than other filing services

Full Site Disclaimers Free Worry-Free Audit Support is available only for clients who purchase and use H&R Block desktop software solutions to prepare and successfully file their 2022 individual income tax return (federal or state). It does not provide for reimbursement of any taxes, penalties, or interest imposed by taxing authorities and does not include legal representation. Additional terms and restrictions apply; See Guarantees for complete details. Additional fees apply for tax expert support. Pricing varies by location. Federal pricing will vary based upon individual taxpayer circumstances and is finalized at the time of filing. All tax situations are different. If you discover an error in the H&R Block tax preparation software that entitles you to a larger refund (or smaller liability), we will refund the software fees you paid to prepare that return and you may use our software to amend your return at no additional charge. To qualify for the H&R Block Maximum Refund Guarantee, the refund claim must be made during the calendar year in which the return was prepared and the larger refund or smaller tax liability must not be due to incomplete, inaccurate, or inconsistent information supplied by you, positions taken by you, your choice not to claim a deduction or credit, conflicting tax laws, or changes in tax laws after January 1, 2022. If the online tax preparation or tax software makes an arithmetic error that results in your payment of a penalty and/or interest to the IRS that you would otherwise not have been required to pay, H&R Block will reimburse you up to a maximum of $10,000. Terms and conditions apply; see Accurate Calculations Guarantee for details. H&R Block is a registered trademark of HRB Innovations, Inc. TurboTax® and Quicken® are registered trademarks of Intuit, Inc. TaxAct® is a registered trademark of TaxAct, Inc. Windows® is a registered trademark of Microsoft Corporation. Receive 20% off next year’s tax preparation if we fail to provide any of the 4 benefits included in our “No Surprise Guarantee” (Upfront Transparent Pricing, Transparent Process, Free Audit Assistance, and Free Midyear Tax Check-In). Limitations apply. Description of benefits and details at hrblock.com/guarantees.

  • check mark Leading name in tax preparation
  • check mark Tax experts walk you through every step
  • check mark Several tiered options and add-ons exist
Easy Application
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Key Facts

  • Tax services for every situation
  • Free filing for simple tax returns
  • Maximum refund guaranteed

Pros

pros iconEasy-to-use platform that makes tax filing easy

pros iconExcellent customer service

pros iconUpload W-2 or 1099 to fill out fields automatically

pros iconFree tax filling (for simple tax returns only. Not all taxpayers qualify)

Cons

cons iconExpensive DIY tax software option

cons iconTax expert assistance is an additional cost

cons iconIt tries to upsell extensively

This website is an informative comparison site that aims to offer its users find helpful information regarding the products and offers that will be suitable for their needs. We are able to maintain a free, high-quality service by receiving advertising fees from the brands and service providers we review on this website (though we may also review brands we are not engaged with). These advertising fees, combined with our criteria and methodology, such as the conversion rates, our team of reviewer’s finding and subjective experience and product popularity, impact the placement and position of the brands within the comparison table. In the event rating or scoring are assigned by us, they are based on the position in the comparison table, or according to other formula in the event specifically detailed by us. See our How we Rate page and Terms of Use for information. The reviews, rating and scoring are provided “as-is” without guarantees or warranties regarding the information contained in our website, which shall not be considered as endorsement. We make the best efforts to keep the information up-to-date, however, an offer’s terms might change at any time. We do not compare or include all service providers, brands and offers available in the market.

  • check mark Aspires to provide the fastest refund possible
  • check mark Live tax experts available to help
  • check mark Maximum refund guaranteed
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Key Facts

  • File state and federal taxes taxes from the Keeper app (available on iOS and Android systems)
  • Track expenses and tax deductions, estimate future refund amount, and file taxes
  • 7-day free trial, $16 monthly subscription
  • Built for 1099, W-2, and hundreds of other incomes and credit types
  • Available in all 50 states

Pros

pros iconUser-friendly, affordable tax software for bookkeeping and tax filing (state and federal)

pros iconDesigned for freelancers, small business owners, gig workers, and contractors who need to file a Schedule C

pros iconThe average 1099 worker can save thousands of dollars per year in tax savings

pros iconAutomatically categorizes business expenses

Cons

cons iconNot suitable for people with large amounts of rental income

cons iconDoesn't have complex business operations features like payroll, invoicing, etc.

cons iconCould be more expensive for people who make less than $30,000 a year since they can file for free with IRS partners

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.

  • check mark A smart tax software that makes filing simple
  • check mark Automatically finds tax deductions
  • check mark Transparent, simple pricing options
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Key Facts

  • Three levels of federal tax filing options.
  • Cheaper paid options than competitors.
  • Educational resources for tax filing.
  • Better Business Bureau A+ accredited.
  • 4.2 rating on Trustpilot.com.

Pros

pros iconCheaper paid options than competitors

pros iconEducational resources for tax filing

pros iconBetter Business Bureau A+ accredited

pros icon4.2 rating on Trustpilot.com

Cons

cons iconLimited free federal tax filing options

cons iconNo free option for state tax filing

cons iconAdditional cost for calculating basic credits and deductions

E-file.com, LLC grants users of this website the following rights provided that they comply with ALL of the usage terms set forth herein. Use of this website constitutes acceptance of our terms. The following may be modified without notice.

Users are permitted to use this website and it’s software for personal income tax filing with the United States Internal Revenue Service (IRS) and state governing bodies. This website and it’s employees, owners or affiliates do not provide tax advice.

This website does not serve as an accountant, CPA, tax agent, advisor or fiduciary in connection your tax return.

Information provided on this website should not be treated as specific legal or tax guidance/advice. The information we provide is done so “AS IS”, and we do not guarantee the accuracy, integrity or quality of the information found on this website. If a link is provided to an external websites it does not constitute an endorsement of any kind.

Preparation fees collected on this website are for the calculation of a customer’s tax return. Once a customer pays, they are free to electronically transmit or print and mail their prepared return. We do not guarantee that the IRS will accept a user’s return. The fees charged are for the software to calculate and prepare a tax return not to transmit it. Once a return is prepared we are unable to accept returns or cancellations.

Some users may not be able to electronically transmit their tax return. We will make efforts to assist customers with their electronic filing but in certain cases, customers may need to print and mail their prepared return.

It can take up to 48hrs for the IRS to accept or reject an electronic tax filing transmission. We do our best to notify customers of the responses we receive but also suggest that they return to their account to check the status of the filing.

Visitors must be 14 years of age or older to use the service.

Users are not permitted under this agreement to copy, reproduce, republish, resell, post or distribute in any way the material from this website; attempt to prevent this software from functioning as it was originally intended; access any non-public information stored by the software, website or it’s databases; use the software to perform any commercial service; or use this software in any way other that what it was originally designed and intended for.

We reserve the right to refuse service or make software unavailable to any user, for any reason. These rights may be terminated at anytime and at E-file.com’s discretion if a user fails to comply with any term or condition.

If a user opts to e-file their return, they are consenting to have their information transmitted electronically to the IRS as well as their state.

We do not take any responsibility for the accuracy of information which is input or submitted using the software provided on this site. Users are responsible for verifying all information and correcting obvious errors before electronically filing or mailing their return. Users agree to defend, indemnify and hold harmless E-file.com and its affiliates from all claims, liabilities, expenses, fees or costs arising from the use of the website or the software provided on it.

Use of this website, the software provided on it or any information found on this website is utilized at the user’s own risk. Furthermore, E-file.com shall not be held liable for damages or and other consequences resulting from the use of this site.

At any time, we may choose to change or discontinue offering our software or other features of this website.

It is the user’s responsibility to ensure that the information, product and service made available on this website meet the user’s specific needs.

No employee or affiliate is authorized to make additional representations or warranties to these usage terms. We do not warrant or guarantee that this website or software provided on it is free from service interruptions, errors, viruses, bugs or any other limitation.

  • check mark Prepare and file in less than 15 min
  • check mark Get your tax refund as fast as possible
  • check mark 50% less expensive than other software
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Key Facts

  • Do it yourself or get assistance from a tax pro
  • Offers a variety of tax-related services, including help with filing taxes and resolving any tax issues
  • Get assisted exclusively by qualified tax professionals on various tax issues, such as EAs and CPAs.

Pros

pros iconCompetitive fee structure

pros iconExperienced tax professionals

pros iconLong established company

Cons

cons iconNot available in every state

www.jacksonhewitt.com (the “website”) is being provided by or on behalf of Jackson Hewitt Inc. (“Jackson Hewitt,” “we,” “us”, or “our”). This website is offered to you conditioned upon your acceptance without modification of the terms and conditions set forth herein.

By accessing or visiting this website in any manner, you (a) acknowledge that you have read, understand, and agree to these terms of use and our privacy policy, which is incorporated herein by reference; and (b) affirm that you are at least 18 years of age (or have reached the age of majority in the jurisdiction where you reside).

Please read the terms of use carefully. Please do not use this website if you do not accept all of these terms and conditions. The website’s Terms of Use do not extend beyond the usage and content of https://www.jacksonhewitt.com.

Jackson Hewitt reserves the right at any time, at its sole discretion, to change or modify the Terms of Use without prior notice. Your continued access or use of this website signifies your acceptance of the updated or modified terms of use. Therefore, we recommend you review the Terms of Use each time you use the website.

  • check mark 35+ years of experience
  • check mark Get an offer tailored to your needs
  • check mark Competitive fees & free consultation
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Key Facts

  • Offers help with a vast array of tax issues
  • Free initial consultation & efficient online process

Pros

pros iconInitial consultation is free

pros iconVery efficient process

pros iconAccess to a wide range of experienced experts

pros icon14-day money-back guarantee

Cons

cons iconFees can get a bit high

cons iconIn person help is only available in Illinois

  • check mark Maximum refund guaranteed
  • check mark 12,000+ experienced tax professionals
  • check mark Average of 4.5 star rating on Google

Top Tax Preparation Services Providers

E-file.com

Minimum Tax Amount: Undisclosed

NO

Free Consultation

YES

Potential Extra Fees

YES

Money Back Guarantee

A+

BBB Rating

Pros & Cons

drop-down-btn
  • con-icon Cheaper paid options than competitors
  • con-icon Educational resources for tax filing
  • con-icon Better Business Bureau A+ accredited
  • con-icon 4.2 rating on Trustpilot.com
  • con-icon Limited free federal tax filing options
  • con-icon No free option for state tax filing
  • con-icon Additional cost for calculating basic credits and deductions

Tax Relief Service Types

drop-down-btn
  • Dealing with the IRS
  • Tax Preparation and Planning
  • Audit Representation
  • Federal tax
  • State tax

Type of Fees

drop-down-btn
  • Flat rate

Brand Certifications & Organizational Memberships

drop-down-btn
  • N/A
TurboTax

Minimum Tax Amount: Undisclosed

NO

Free Consultation

Free

Min Service Cost

YES

Potential Extra Fees

YES

Money Back Guarantee

A-

BBB Rating

Pros & Cons

drop-down-btn
  • con-icon Easy-to-use platform that makes tax filing easy
  • con-icon Excellent customer service
  • con-icon Upload W-2 or 1099 to fill out fields automatically
  • con-icon Free tax filling (for simple tax returns only. Not all taxpayers qualify)
  • con-icon Expensive DIY tax software option
  • con-icon Tax expert assistance is an additional cost
  • con-icon It tries to upsell extensively

Tax Relief Service Types

drop-down-btn
  • Tax Preparation and Planning
  • Audit Representation
  • Federal tax
  • State tax

Type of Fees

drop-down-btn
  • Flat rate

In-House Professionals

drop-down-btn
  • Tax Attorneys
  • CPAs
  • Enrolled Agents
Keeper

Minimum Tax Amount: Undisclosed

YES

Free Consultation

$16/month

Min Service Cost

YES

Potential Extra Fees

NO

Money Back Guarantee

A+

BBB Rating

Pros & Cons

drop-down-btn
  • con-icon User-friendly, affordable tax software for bookkeeping and tax filing (state and federal)
  • con-icon Designed for freelancers, small business owners, gig workers, and contractors who need to file a Schedule C
  • con-icon The average 1099 worker can save thousands of dollars per year in tax savings
  • con-icon Automatically categorizes business expenses
  • con-icon Not suitable for people with large amounts of rental income
  • con-icon Doesn't have complex business operations features like payroll, invoicing, etc.
  • con-icon 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

drop-down-btn
  • Tax Preparation and Planning
  • Unfiled Tax Returns
  • Federal tax
  • State tax

Type of Fees

drop-down-btn
  • Flat rate
  • service based

In-House Professionals

drop-down-btn
  • Enrolled Agents

Brand Certifications & Organizational Memberships

drop-down-btn
  • National Association of Enrolled Agents (NAEA)

Tax Preparation Software: All You Need to Know

The process of filing taxes can be complicated, time-consuming, and confusing, especially if you are unfamiliar with tax forms, laws, and regulations. This is where tax preparation services and software come into play. They help simplify the tax preparation process, ensure that you pay the right amount of tax, and even get tax returns from the government if eligible.

What are Tax Preparation Service Providers and Software?

Tax preparation services and software are tools designed to assist individuals and businesses in preparing and filing their tax returns accurately and efficiently.

Tax preparation services can be provided by certified public accountants (CPAs), enrolled agents (EAs), or tax preparation companies. These professionals have the knowledge and expertise to help you navigate the tax laws and ensure that you take advantage of all the deductions and credits you are eligible for.

On the other hand, tax preparation software is an online or desktop-based program that helps individuals and businesses prepare and file their taxes by themselves. The software is designed to be user-friendly and provides step-by-step guidance to help you complete your tax return. Some popular tax preparation software companies include TurboTax, H&R Block, and TaxAct.

Benefits of Tax Preparation Services and Software

  • Time-Saving - Tax preparation services allow you to have a professional deal with your taxes, leaving you free to focus on other things. Likewise, tax preparation software automates many of the calculations and processes involved in preparing your tax return, making it a quick and efficient process.
  • Accuracy - Certified tax professionals and tax preparation software are designed to ensure that your tax return is accurate and complete. They help you avoid mistakes and ensure that you take advantage of all the deductions and credits you are eligible for. This can result in a lower tax bill and reduce the chances of an audit or other penalties from the IRS.
  • Convenience - With tax preparation software, you can complete your tax return from the comfort of your own home without having to visit a tax professional's office. Meanwhile, tax preparation services can be completed online or in-person, depending on your preference.
  • Cost-Effective - Tax preparation software is often much less expensive than hiring a tax professional. Some software is free to use online, and others may require a small fee. With an average fee of around $50, it can be a good option for those with simple tax returns. Tax preparation services can be more expensive, with costs typically starting at around $200, and may vary depending on the complexity of your tax situation. Yet, they can provide valuable expertise and guidance that can result in a lower tax bill, more deductions, and peace of mind.

How to Choose The Right Tax Preparation Service or Software

With so many options available, choosing the right tax preparation service or software for your needs can be difficult. Here are some factors to consider when making your choice:

  1. Your tax situation
    Tax preparation software may be a good option if you have a simple tax return with only a few sources of income and no itemized deductions. However, if you have a more complex tax return with multiple sources of income, investments, and itemized deductions, it may be better to seek the services of a tax professional.
  2. Cost
    Many online tax preparation tools are free to use or have low fees, making them a great option for those with simple tax returns.
    However, it may turn out to be more costly to use the assistance of full-service tax preparation firms for those with more complex tax returns. It's important to determine what you can afford and find a tax preparation solution that fits your budget and needs.
  3. Features and functionality
    Some online tax preparation tools offer a simple interface and basic calculations, while others offer more advanced features. Those include the ability to import data from previous tax returns, perform complex tax calculations, and provide expert advice and support. It's important to choose a tax preparation service or software that meets your needs and offers the features and functionality you require.
  4. Ease of use
    Tax preparation services and software are accessible and built to be user-friendly and easy to navigate. Look for a solution that provides clear and concise instructions, as well as online resources and preferably live support to help you with any questions you may have.
  5. Brand Validity
    It is not uncommon for some tax preparation and relief service providers to engage in questionable practices. Look for a tax preparation service or software that uses encryption and secure servers to protect your data. You should also verify that the provider has a privacy policy in place and complies with industry data protection standards. Make sure to only use help provided by reputable companies. At Lendstart, we’ve researched and curated a list of valid companies you can trust.

Conclusion

In conclusion, tax preparation services and software can simplify the tax preparation process and help you file your taxes accurately and on time. When choosing a tax preparation service or software, it's important to consider your tax needs, cost, features and functionality, ease of use, and security. With the right tax preparation solution, you can make the tax season less stressful and ensure you pay the right amount of tax.