14 Best Tax Filing Software in 2025

Choosing the best tax filing software involves evaluating multiple factors, including ease of use, accuracy guarantees, customer support, pricing, and integration with financial tools. Some users prefer platforms with AI-driven automation, while others seek expert-reviewed filing options.

Transparent pricing, audit support, and compatibility with different tax scenarios contribute to an efficient filing experience.

This guide highlights the best tax filing software 2025, outlining key features and pricing to help individuals and businesses make informed decisions.

Whether you’re filing a simple tax return or managing complex deductions and credits, this resource clarifies the best options available.

Why Trust Our Reviews on Tax Filing Software

At Spotsaas, we are committed to providing unbiased, data-driven reviews to help businesses and individuals select the most reliable benefits administration software. Our team has meticulously researched and tested over 2,000 software solutions across various categories, including HR management, payroll integration, and employee benefits administration, ensuring that our recommendations are based on extensive analysis and real-world performance.

Each Tax Filing Software is evaluated based on key factors such as ease of use, customization options, compliance with regulations, integration capabilities, pricing, and customer support. We analyze user feedback, industry trends, and specific compliance requirements while conducting hands-on testing to deliver clear, transparent insights.

With our comprehensive research and expert analysis, Spotsaas simplifies the process of finding the right benefits administration software—whether you’re managing employee health insurance, retirement plans, wellness programs, or compliance with HR regulations.

Our reviews are independent and unbiased. Some clicks may earn us a commission, supporting our ongoing testing efforts. Explore our review methodology and let us know if there’s a tool we should consider.

Key Takeaways

• A curated list of the best tax filing software for 2025, covering options for individuals, businesses, and freelancers.
• Highlights of key features, including ease of use, tax deductions, audit support, and e-filing capabilities.
• A comparison of free and paid tax software, helping users find the best value for their tax filing needs.
• Recommendations for self-employed professionals, small businesses, and expats to choose the right tax software.
• Insights into new tax laws, IRS changes, and software enhancements to simplify the filing process.

Top 14 Best Tax Filing Software Shortlist

Tax Software	Best For
TurboTax	Comprehensive tax guidance and accuracy guarantees
H&R Block	In-person and virtual tax filing support
TaxSlayer	Self-employed individuals and freelancers
FreeTaxUSA	Free tax software with affordable state filing
Cash App Taxes	100% free federal and state tax filing software
TaxAct	Maximizing deductions with affordable pricing
Jackson Hewitt Online	Low-cost unlimited state filing
Credit Karma Tax	Simple and straightforward tax returns
Drake Tax	Tax professionals handling complex returns
Liberty Tax	Hybrid online and in-person tax preparation
OLT.com	Budget-friendly professional tax filing software
eSmart Tax	Fast and intuitive tax return filing
IRS Free File	Taxpayers meeting free filing eligibility
TaxBuzz	Connecting with certified tax professionals

Tax Filing Software Pricing Comparison Chart

Provider	Federal Filing	State Filing	Features
TurboTax	Starts at $0 – $89	$39 per state	AI-powered deductions, expert help
H&R Block	Starts at $0 – $85	$37 per state	Live expert assistance, audit protection
TaxSlayer	Starts at $0 – $59.95	$39.95 per state	Tax tools for 1099 income
FreeTaxUSA	Free	$14.99 per state	Low-cost federal filing with premium support
Cash App Taxes	Free	Free	Covers all tax forms with no hidden fees
TaxAct	Starts at $0 – $64.95	$39.95 per state	Real-time refund calculations
Jackson Hewitt Online	$25 flat fee	Included	Best for multiple state returns
Credit Karma Tax	Free	Free	Basic tax return filing
Drake Tax	Custom Pricing	Custom Pricing	Enterprise-level tax filing
Liberty Tax	Starts at $45	$39 per state	Physical branch support
OLT.com	Starts at $7.95	$7.95 per state	Simple tax filing solutions
eSmart Tax	Starts at $0	Starts at $14.95	User-friendly interface
IRS Free File	Free	Free	For qualifying individuals earning less than $73,000
TaxBuzz	Custom Pricing	Custom Pricing	Connects users with CPAs and tax professionals

Note: Pricing and features may vary based on individual tax situations. Businesses and individuals should contact providers directly for up-to-date information.

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TurboTax

TurboTax is Best For

Individuals and small business owners looking for intuitive, guided tax preparation software with expert assistance, maximized deductions, and seamless filing options.

Pricing & Fees of TurboTax

TurboTax offers multiple pricing tiers based on the complexity of tax returns:

• Free Edition – Ideal for simple tax returns (1040 only, no itemized deductions).
• Deluxe – $69* for expanded deductions and credits.
• Premier – $99* for investments and rental property owners.
• Self-Employed – $129* for freelancers and business owners with advanced tax needs.
• TurboTax Live & Full Service – Additional fees apply for expert-assisted or done-for-you tax filing.

(*Prices vary based on promotions and filing options. State returns may cost extra.)

Overview of TurboTax

TurboTax is a leading tax preparation software designed to simplify the filing process for individuals, self-employed professionals, and small businesses. With an intuitive, step-by-step interface, it guides users through tax forms, helping them identify eligible deductions and maximize refunds.

The platform offers a range of options, from self-guided filing to expert-assisted and full-service tax preparation, ensuring users of all experience levels have the right support. Features like AI-powered audit detection, automatic error checks, and direct deposit refunds make TurboTax a comprehensive choice for hassle-free tax filing software.

Why Choose TurboTax

TurboTax stands out for its user-friendly design and expert-backed accuracy. Unlike some tax software that requires users to have prior tax knowledge, TurboTax simplifies the process with personalized guidance, real-time refund calculations, and audit protection.

Additionally, the availability of TurboTax Live gives users direct access to CPA firms and tax professionals who can review returns or even file taxes on their behalf. The software also integrates seamlessly with financial platforms, payroll providers, and bookkeeping tools, making it especially beneficial for freelancers and small business owners.

Key Features of TurboTax

Audit support and accuracy check

TurboTax automatically scans for potential errors and inconsistencies before users submit their returns. The software provides explanations and suggestions for corrections to minimize audit risks.

Additionally, TurboTax offers audit support, where users can receive guidance from tax experts if their return is flagged by the IRS. Users can also access educational resources on audit prevention, helping them file more accurately and confidently.

Step-by-step tax guidance

TurboTax simplifies the filing process by breaking it down into easy-to-follow steps. Users answer simple questions about their income, deductions, and financial situation, and the software automatically fills out the necessary forms.

The interface is designed for both beginners and experienced filers, ensuring accuracy without requiring tax expertise. Additional tooltips and in-app explanations provide further clarity on complex tax topics, making the process even more user-friendly.

Max refund guarantee

TurboTax helps users maximize their tax refunds by identifying every eligible deduction and credit. The software analyzes income, expenses, and filing status to uncover potential savings.

It also offers a refund calculator that updates in real time, giving users a clear picture of their expected return before they file. The software compares different filing methods to ensure users choose the most beneficial option for their situation.

Integrations of TurboTax

• Payroll Integrations – QuickBooks Payroll, Gusto, ADP, Paychex, OnPay
• HR Software Integrations – BambooHR, Workday, Zenefits, Rippling
• Accounting & Financial Management Integrations – QuickBooks, Xero, NetSuite, Wave
• Investment & Banking Integrations – Robinhood, Coinbase, Fidelity, Charles Schwab

Customers of TurboTax

TurboTax serves individuals, self-employed professionals, and small business owners, partnering with various payroll providers and financial institutions to simplify tax filing.

Pros and Cons of TurboTax

Pros	Cons
User-friendly interface	Higher pricing for premium features
Step-by-step guidance	Limited customer support options
Maximizes deductions & credits	Extra fees for state filings
Integrates with financial apps
Supports multiple tax situations

Final Thoughts

TurboTax is a top choice for individuals and business owners who want a guided, easy-to-use tax filing software experience. With its step-by-step approach, refund maximization tools, and expert support, it ensures accuracy and peace of mind.

While premium plans can be costly, the software’s extensive features, audit protection, and live expert assistance make it a solid investment for stress-free tax preparation.

TurboTax vs. H&R Block: Which Tax Software is Better?

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H&R Block

H&R Block is Best For

Individuals and small business owners looking for a tax preparation software that offers a balance of affordability, ease of use, and expert-assisted filing options.

Pricing & Fees of H&R Block

H&R Block provides multiple pricing plans based on tax complexity and service level:

• Free Online – Best for simple tax returns, including W-2 income and child tax credits.
• Deluxe – $55* for homeowners and those claiming deductions and credits.
• Premium – $85* for investors and rental property owners.
• Self-Employed – $115* for freelancers, independent contractors, and business owners.
• Tax Pro Review & Full Service – Additional fees apply for professional assistance and hands-on tax filing.

(*Prices may vary based on promotions and additional state filing fees.)

Overview of H&R Block

H&R Block is a trusted name in tax preparation, offering both DIY tax software and expert-assisted services. The platform provides a guided experience with an intuitive interface, helping users maximize deductions and file taxes accurately.

Users can choose between self-filing, expert review, or full-service tax preparation, depending on their needs. H&R Block also offers in-person tax assistance at physical locations, making it a flexible option for those who prefer professional support.

Why Choose H&R Block

H&R Block stands out for its combination of affordability, ease of use, and access to expert tax help. Unlike some tax software that is purely online, H&R Block gives users the option to visit local offices for in-person assistance.

It’s Worry-Free Audit Support provides guidance in case of an IRS audit, and the Tax Pro Review service allows users to have a professional review of their return before submission. The software also integrates with major financial and payroll platforms, making tax filing more seamless for individuals and business owners.

Key Features of H&R Block

Max refund guarantee

H&R Block helps users maximize refunds by searching for every eligible deduction and credit. The software continuously checks for overlooked tax-saving opportunities and provides real-time refund updates.

The built-in refund tracker allows users to monitor their expected refund amount as they complete their tax return. Additionally, personalized deduction recommendations help filers take advantage of tax-saving strategies based on their specific financial situation.

Step-by-step guidance

H&R Block is a tax filing software that simplifies with an intuitive, question-based process that guides users through their returns. The platform ensures accuracy by automatically selecting the correct tax forms based on user input.

The software also provides real-time error checking, minimizing the risk of costly mistakes before submission. Users can import prior-year tax data from other software, making the filing process even faster and more efficient.

Expert tax assistance

Users have access to tax professionals through live chat, expert reviews, and full-service tax filing software. Whether needing a quick answer or a professional to review a return before submission, H&R Block ensures that expert help is always available. In-person assistance is also an option at nationwide retail locations.

For those who prefer hands-on guidance, filers can opt for virtual tax preparation, where a tax expert handles the entire return remotely. Users also receive year-round tax support, allowing them to seek professional advice beyond tax season.

Integrations of H&R Block

• Payroll Integrations – ADP, Gusto, Paychex, QuickBooks Payroll, Paycor
• HR Software Integrations – BambooHR, Workday, Zenefits, Rippling
• Accounting & Financial Management Integrations – QuickBooks, Xero, NetSuite, Wave
• Investment & Banking Integrations – Robinhood, Coinbase, Fidelity, Charles Schwab

Customers of H&R Block

H&R Block serves a diverse clientele, including individuals, self-employed professionals, expats, and non-residents. In the fiscal year 2022, the company prepared 20.5 million U.S. tax returns, with 8.5 million clients utilizing their DIY products.

While specific client names are not publicly disclosed, H&R Block’s extensive network of tax professionals and comprehensive service offerings make it a trusted choice for a wide range of taxpayers seeking reliable tax preparation assistance.

Pros & Cons of H&R Block

Pros	Cons
Easy-to-use interface	Extra fees for advanced features
In-person & online filing options	Limited support for complex tax situations
Affordable pricing for basic plans	Upsells for additional services
Strong customer support
Accurate tax calculations

Final Thoughts

H&R Block is a solid choice for individuals and small business owners who want easy-to-use tax software with the option for professional assistance. While premium features can add to the cost, the platform’s extensive support and refund optimization tools make it a valuable investment.

Its combination of online and in-person tax support, along with a strong accuracy guarantee, makes it a reliable option for those seeking a stress-free tax filing experience.

Best Tax Software for Small Businesses in 2025

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TaxSlayer

TaxSlayer is Best For

TaxSlayer is a tax preparation software designed for individuals and small business owners seeking an affordable and user-friendly solution for filing their taxes. It offers a range of features to accommodate various tax situations, ensuring accuracy and maximizing refunds.

Pricing & Fees of TaxSlayer

TaxSlayer provides multiple pricing tiers based on the complexity of tax returns:

• Classic – $27.95 for all tax situations, covering all IRS forms, credits, and deductions.
• Premium – $49.95, includes all Classic features plus priority support, Ask a Tax Pro, and live chat.
• Self-Employed – $59.95, tailored for freelancers and business owners with additional support for 1099 and Schedule C filing.

State returns are an additional $42.95. Prices are subject to change and may vary based on promotions.

Overview of TaxSlayer

TaxSlayer simplifies the tax filing process with an intuitive interface that guides users through each step. It supports a wide range of tax situations, from simple W-2 income to complex self-employment income, ensuring users can accurately report their financial information.

The platform offers various support options, including access to tax professionals, to assist users throughout the filing process.

Why I Choose TaxSlayer

TaxSlayer stands out for its affordability and comprehensive features. Unlike some tax software that charges extra for certain forms or schedules, TaxSlayer’s Classic edition includes all necessary forms for a flat fee.

The platform also offers robust support options, such as the Ask a Tax Pro feature, providing users with access to tax professionals for personalized assistance. Its user-friendly design and commitment to maximizing refunds make it a compelling choice for a wide range of taxpayers.

Key Features of TaxSlayer

Ask a Tax Pro & unlimited support

TaxSlayer offers access to tax professionals through its Ask a Tax Pro feature, providing personalized guidance. Users can get answers to complex tax questions, ensuring accuracy and compliance with IRS rules.

This ensures that users can get help whenever they need it during the filing process. The service is designed for filers who may need real-time assistance, offering quick resolutions to tax concerns.

Comprehensive tax filing

TaxSlayer supports all major IRS forms and schedules, making it suitable for a variety of tax situations. Whether users have W-2 income, self-employment earnings, rental properties, or investments, the platform ensures they can file accurately.

This makes TaxSlayer a budget-friendly software choice for those with complex tax needs. The software also enables users to import prior-year tax data, reducing manual entry and speeding up the filing process.

Maximum refund guarantee

The platform helps users claim every deduction and credit they qualify for to maximize their refund. TaxSlayer guarantees that users will receive the maximum refund possible, or their filing fees will be refunded.

This ensures that taxpayers get the best outcome when filing their returns. Additionally, TaxSlayer offers comparison tools to help users explore different filing statuses or deduction methods to determine the most advantageous option.

Integrations of TaxSlayer

TaxSlayer offers several integrations to enhance the tax preparation experience. Here’s a breakdown of its key integrations:

• Accounting & Financial Management Integrations – QuickBooks Online, TaxDome
• Tax Document Management – Form8949.com

Customers of TaxSlayer

TaxSlayer serves a diverse clientele, including individual taxpayers, self-employed professionals, and small business owners seeking efficient tax preparation solutions. While specific client names are not publicly disclosed, TaxSlayer has garnered positive feedback from numerous users. According to customer reviews on TaxSlayer’s website, many users appreciate the platform’s ease of use and affordability.

Pros & Cons of TaxSlayer

Pros	Cons
Affordable pricing for all plans	Limited features for complex returns
User-friendly interface	Extra fees for state filing
Free federal tax filing for simple returns	Fewer in-person support options
Strong customer support options
Quick & accurate tax calculations

Final Thoughts

TaxSlayer is an excellent tax preparation software for small business owners seeking affordable, comprehensive, and user-friendly tax preparation software. Its range of features, competitive pricing, and robust support options make it a strong contender in the tax software market.

While it may lack in-person support, its online resources and access to tax professionals provide ample assistance for most users.

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FreeTaxUSA

FreeTaxUSA is Best For

FreeTaxUSA is an online tax preparation software designed for individuals and self-employed professionals looking for an affordable and straightforward way to file their taxes. It offers a full suite of tax filing features at a fraction of the cost of competitors while ensuring accuracy and maximizing refunds.

Pricing & Fees of FreeTaxUSA

FreeTaxUSA provides a transparent pricing structure:

• Federal Tax Return – $0.00 – All federal tax forms are free, regardless of complexity.
• State Tax Return – $14.99 per state return.
• Deluxe Edition – $7.99 – Includes priority support, unlimited amended returns, and audit assistance.
• Pro Support – $39.99 – Offers personalized advice from tax specialists via phone, live chat, or screen share.

(*Prices are subject to change and may vary based on promotions.)

Overview of FreeTaxUSA

FreeTaxUSA makes tax filing simple with a step-by-step interface that guides users through every section of their return. It supports various tax situations, from basic W-2 filings to more complex self-employment, investment, and rental income cases.

With robust features and affordable pricing, it provides an excellent alternative to higher-cost tax software without compromising accuracy. The platform ensures users can maximize deductions, track potential errors, and file their taxes efficiently, whether filing independently or with professional assistance.

Why Choose FreeTaxUSA

FreeTaxUSA stands out due to its cost-effectiveness and comprehensive support for tax forms. Unlike some competitors that charge extra for additional forms, FreeTaxUSA allows all users to access federal filing for free, no matter their tax situation.

Additionally, users can upgrade to the Deluxe or Pro Support packages for personalized expert assistance. Its user-friendly design and features, such as audit support and refund maximization tools, make it a strong choice for individuals and business owners alike.

Key Features of FreeTaxUSA

Comprehensive tax filing

FreeTaxUSA supports all major IRS forms and schedules, ensuring users can file tax returns for various financial situations, including self-employment, investments, and rental income. Whether filing a basic return or reporting business deductions, the platform covers everything without additional costs.

The software also provides a simplified workflow, reducing errors by automatically checking for inconsistencies before submission. Users can import prior-year tax returns, streamlining data entry and minimizing the risk of manual errors.

Maximum refund guarantee

The platform helps users claim every eligible deduction and credit to ensure they receive the highest refund possible. FreeTaxUSA continuously scans for tax-saving opportunities based on income, expenses, and filing status.

Additionally, the real-time refund tracker provides users with an instant estimate of their expected return. The software also includes a tax estimator tool, allowing users to plan ahead by forecasting their refund before they start the filing process.

Audit assistance

FreeTaxUSA includes audit assistance in its Deluxe package, providing users with guidance in case of an IRS inquiry. This service offers step-by-step explanations of the audit process and instructions on how to respond effectively.

The Pro Support upgrade also allows users to consult directly with tax specialists for added support. Additionally, users receive guidance on gathering necessary documents and responding to IRS notices, helping them handle audits with greater confidence.

Integrations of FreeTaxUSA

FreeTaxUSA offers limited direct integrations but allows users to import prior year tax data from other tax software platforms, making it easier for returning users to transition seamlessly.

Customers of FreeTaxUSA

FreeTaxUSA serves a wide range of individual taxpayers and self-employed professionals seeking affordable and efficient tax preparation solutions. While specific client names are not publicly disclosed, the platform has garnered positive feedback from numerous users.

Pros & Cons of FreeTaxUSA

Pros	Cons
Free federal tax filing for all users	Limited customer support (no phone support in free version)
Low-cost state tax filing	Basic user interface compared to premium competitors
Supports all major tax forms and schedules	No direct W-2 or 1099 import from employers
Accuracy and maximum refund guarantee
Affordable Deluxe edition with audit support

Final Thoughts

FreeTaxUSA is an excellent choice for individuals and self-employed professionals looking for an affordable, feature-rich tax preparation software. Its low-cost pricing, support for all major tax forms, and user-friendly approach make it a standout option in the tax software market.

While it may lack some of the advanced integrations and high-end customer support of premium competitors, its focus on cost-effectiveness, accuracy, and audit support makes it a valuable option for anyone looking for a straightforward and budget-friendly tax filing experience.

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Cash App Taxes

Cash App Taxes is Best For

Cash App Taxes is an online tax preparation service designed for individuals and self-employed professionals seeking a completely free and straightforward way to file their federal and state taxes. It offers a comprehensive suite of features without any hidden fees, ensuring accuracy and maximizing refunds.

Pricing & Fees of Cash App Taxes

• Federal Tax Return: $0.00 – All federal tax forms are free, regardless of complexity.
• State Tax Return: $0.00 – File state returns at no cost.

Cash App Taxes does not offer paid tiers; all features are available for free.

Overview of Cash App Taxes

Cash App Taxes simplifies tax filing with an intuitive, step-by-step interface accessible via both computer and mobile devices. It supports various tax situations, including self-employment, investments, and cryptocurrency transactions. The platform ensures users can maximize deductions, automatically checks for errors, and provides free audit defense, making tax filing efficient and accurate.

Why Choose Cash App Taxes

Cash App Taxes stands out due to its genuinely free service for both federal and state filings, covering a wide range of tax situations without hidden fees. Its user-friendly design allows for quick filing, often in minutes, with features like W-2 photo import enhancing convenience.

Additionally, Cash App Taxes integrates seamlessly with the Cash App ecosystem, allowing users to receive tax refunds directly into their Cash App balance for faster access to funds. The platform also supports complex tax situations, including self-employment income, investments, and cryptocurrency transactions, making it a versatile option.

Key Features of Cash App Taxes

Comprehensive tax filing

Cash App Taxes supports all major IRS forms and schedules, accommodating various financial situations, including self-employment, investments, and cryptocurrency transactions. The platform provides a streamlined workflow, reducing errors by automatically checking for inconsistencies before submission.

Users can import prior-year tax data, ensuring a faster and more accurate filing process. The system also simplifies reporting for cryptocurrency transactions by integrating with third-party exchanges, helping filers stay compliant with tax regulations.

Maximum refund guarantee

Cash App Taxes helps users claim every eligible deduction and credit to ensure the highest possible refund. If another service calculates a higher refund using the same inputs, Cash App Taxes will refund any applicable software fees.

The real-time refund tracker provides users with an instant estimate of their expected return, offering transparency throughout the filing process. The platform also provides customized tax-saving suggestions, helping users maximize their potential refunds based on their unique financial situation.

Audit Defense

Cash App Taxes include free audit defense, offering users guidance in case of an IRS inquiry. This service provides step-by-step explanations of the audit process and instructions on how to respond effectively, giving users peace of mind by ensuring they are prepared.

Users receive personalized assistance in reviewing IRS notices and compiling necessary documents to address any tax discrepancies. The platform also offers resources on common audit triggers, helping users minimize the risk of future IRS inquiries.

Integrations of Cash App Taxes

Cash App Taxes offers limited direct integrations but allows users to import prior year tax data from other tax software platforms, making it easier for returning users to transition seamlessly.

Customers of Cash App Taxes

Cash App Taxes serves a wide range of individual taxpayers and self-employed professionals seeking an affordable and efficient tax preparation solution. While specific client names are not publicly disclosed, the platform has garnered positive feedback from numerous users.

Pros & Cons of Cash App Taxes

Pros	Cons
Completely free federal and state tax filing	Limited support for complex tax situations (e.g., self-employed deductions)
Supports most tax situations, including investments & crypto	No live customer support via phone
User-friendly mobile and web experience	No option for professional tax assistance
Maximum refund guarantee
Free audit defense included

Final Thoughts

Cash App Taxes is an excellent choice for individuals and self-employed professionals looking for a completely free, feature-rich tax preparation software. Its no-cost pricing, support for all major tax forms, and user-friendly approach make it a standout option in the tax software market.

While it may lack some advanced integrations and high-end customer support of premium competitors, its focus on cost-effectiveness, accuracy, and audit defense makes it a valuable option for anyone seeking a straightforward and budget-friendly tax software.

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TaxAct

TaxAct is Best For

TaxAct is an online tax preparation service tailored for individuals and small business owners seeking an affordable and comprehensive solution for filing federal and state taxes. It offers a range of features to accommodate various tax situations, ensuring accuracy and maximizing refunds.

Pricing & Fees of TaxAct

TaxAct provides multiple pricing tiers based on the complexity of tax returns:

• Free – $0 federal filing; $39.95 per state return. Suitable for simple tax situations, including W-2 income, unemployment income, and retirement income.
• Deluxe – $24.95 federal filing; $44.95 per state return. Includes all Free features plus itemized deductions, child and dependent care expenses, and health savings accounts (HSAs).
• Premier – $34.95 federal filing; $44.95 per state return. Adds support for investments, rental property income, and foreign bank accounts.
• Self-Employed – $64.95 federal filing; $44.95 per state return. Designed for freelancers, contractors, and small business owners, covering business income and expenses, Schedule C, and home office deductions.

(Prices are subject to change and may vary based on promotions.)

Overview of TaxAct

TaxAct simplifies the tax filing process with an intuitive, step-by-step interface that guides users through each section of their return. It supports a wide range of tax situations, from simple W-2 income to complex self-employment income and investments.

The platform offers various support options, including access to tax professionals through Xpert Assist, ensuring users receive expert guidance when needed.

Why Choose TaxAct

TaxAct stands out for its affordability and comprehensive features. Unlike some tax software that charges extra for certain forms or schedules, TaxAct includes all necessary forms in its packages.

The platform also offers Xpert Assist, allowing users to consult with tax professionals for personalized guidance. Its user-friendly design and commitment to maximizing refunds make it a compelling choice for a wide range of taxpayers.

Key Features of TaxAct

Xpert Assist

TaxAct provides access to tax professionals through its Xpert Assist feature, offering personalized guidance for users with complex tax questions. This service ensures accuracy, compliance with IRS rules, and a final review of the return before filing.

Unlimited access to tax experts is available for an additional fee, making it a flexible option for those who need professional assistance. Users can also schedule consultations for specific tax concerns, ensuring tailored support throughout the filing process.

Comprehensive tax filing

TaxAct supports all major IRS forms and schedules, making it suitable for various tax situations, including W-2 income, self-employment earnings, rental properties, and investments. The software also includes built-in error checks and deduction tools to help users optimize their tax savings.

The platform offers prior-year return imports and automatic form population, streamlining the filing experience and reducing manual data entry. Additionally, TaxAct provides state return integration, allowing users to complete both federal and state filings in a seamless workflow.

Maximum refund and $100K accuracy guarantee

TaxAct guarantees that users receive the maximum refund possible, or their filing fees will be refunded. Additionally, the platform offers a $100,000 Accuracy Guarantee, ensuring that calculations are correct and cover any penalties and interest resulting from a TaxAct miscalculation.

This guarantee provides extra confidence in the accuracy of tax filings and offers financial protection in case of errors. The software also provides real-time refund updates and tax liability estimates, giving users a clear understanding of their expected financial outcome before submission.

Integrations of TaxAct

TaxAct offers several integrations to enhance the tax preparation experience:

• Accounting & Financial Management Integrations – QuickBooks Online, Xero
• Tax Document Management – Import of prior year tax returns from other tax software platforms

Customers of TaxAct

TaxAct serves a wide range of individual taxpayers and small business owners seeking affordable and efficient tax preparation solutions. While specific client names are not publicly disclosed, the platform has garnered positive feedback from numerous users.

For example, TaxAct has over 29,000 customer testimonials published on its website, with 85% of them featuring 4-star or 5-star ratings.

Pros & Cons of TaxAct

Pros	Cons
Affordable pricing compared to premium tax software	State filing costs extra
Supports a wide range of tax situations	Limited customer support in free/basic plan
Accuracy guarantee with a $100K protection	Upsells for additional features
Offers Xpert Assist for professional tax help
Prior-year return import for easy filing

Final Thoughts

TaxAct is an excellent option for individuals and small business owners seeking affordable, comprehensive, and user-friendly tax preparation software. Its range of features, competitive pricing, and robust support options make it a strong contender in the tax software market.

While it may lack in-person support, its Xpert Assist feature and built-in accuracy guarantees provide ample assistance for most users.

Tax Filing Deadlines for 2025: Complete Calendar

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Jackson Hewitt

Jackson Hewitt is Best For

Jackson Hewitt offers an online tax filing service designed for individuals seeking a straightforward and affordable way to file both federal and state taxes. With a flat fee structure and user-friendly interface, it caters to various tax situations, ensuring accuracy and maximizing refunds.

Pricing & Fees of Jackson Hewitt

• Flat-Fee Pricing: $25 for both federal and state tax returns, regardless of complexity.
• Audit Protection: Optional add-on for $29.95, providing additional security in case of IRS audits.
• Pay Tax Prep Fees with Refund: Available for $24.95, allowing users to deduct tax preparation fees from their refund.

(Prices may vary based on promotions or service upgrades.)

Overview of Jackson Hewitt

The platform provides simple, step-by-step instructions and free live chat support to assist users throughout the filing process. It allows users to file on desktop or mobile devices, download W-2s and employer information for accuracy and speed, and includes built-in automatic error checking to ensure accurate returns.

Additionally, Jackson Hewitt offers a smooth filing experience by enabling users to access previous tax returns, making it easier to compare and verify past deductions and credits. The system also allows users to start their tax return, save progress, and return later to complete the process without losing data, ensuring flexibility and convenience.

Why Choose Jackson Hewitt

Jackson Hewitt stands out for its transparent pricing. It offers a single flat fee that covers both federal and state returns, even for complex tax situations. The platform’s user-friendly design, combined with features like W-2 import and automatic error checking, simplifies the tax filing process. Additionally, the availability of optional audit protection provides users with extra peace of mind.

Beyond affordability, Jackson Hewitt’s online filing service is designed for accuracy and compliance with IRS regulations. The platform automatically applies the latest tax laws and deductions to ensure users get the most out of their returns.

Key Features of Jackson Hewitt

Transparent flat-fee pricing

Jackson Hewitt offers a flat fee of $25 for both federal and state tax returns, regardless of complexity. This pricing model eliminates surprise charges or required upgrades, providing cost certainty for all users. Users can file with confidence, knowing there won’t be unexpected costs during the process.

This approach makes Jackson Hewitt a cost-effective choice for individuals with both simple and complex tax situations, ensuring affordability without compromising essential tax features.

User-friendly interface with support

The platform provides step-by-step instructions to guide users through the tax filing process. Free live chat support is available to assist with any questions or issues that may arise during filing. This ensures that even those new to tax filing can navigate the process with ease.

Additionally, the system includes built-in error checks and tax form recommendations to prevent common tax filing mistakes and maximize potential deductions, making the process seamless and accurate.

Data security measures

Jackson Hewitt prioritizes the security of user data by offering optional two-step identity verification, encrypting all transmitted data, and sending alerts for any account activity. These measures ensure that users can file their taxes with confidence.

Protecting personal information is a top priority, providing users with peace of mind. The platform complies with IRS security standards, helping safeguard sensitive financial details from unauthorized access and cyber threats.

Integrations of Jackson Hewitt

Jackson Hewitt’s online tax filing service integrates with various payroll providers to facilitate the import of W-2 forms directly into the platform. This feature enhances accuracy and expedites the filing process by reducing manual data entry.

Customers of Jackson Hewitt

Jackson Hewitt serves a diverse clientele, including individuals with simple tax situations, families, and self-employed professionals. With over 6,000 locations nationwide, including nearly 3,000 within Walmart stores, it provides accessible tax preparation services to a wide range of taxpayers.

Pros & Cons of Jackson Hewitt

Pros	Cons
Flat-rate pricing for both federal and state returns	Limited free filing options
In-person tax filing available at 6,000+ locations	Higher pricing compared to some competitors
Year-round tax assistance and support	Some locations may have inconsistent service quality
Advance loan options for tax refunds
100% accuracy guarantee

Final Thoughts

Jackson Hewitt’s online tax filing service is an excellent choice for individuals seeking an affordable, straightforward, and user-friendly platform to file their taxes. Its transparent flat-fee pricing, comprehensive form support, and commitment to data security make it a compelling option for a wide range of taxpayers.

While it may lack integrated in-person support, its robust online assistance and optional audit protection provide ample resources for most users.

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Credit Karma Tax

Credit Karma Tax is Best For

Credit Karma Tax, now integrated with TurboTax, offers a comprehensive online tax filing service tailored for individuals seeking a free and user-friendly platform to file both federal and state taxes. With its intuitive interface and robust features, it accommodates various tax situations, ensuring accuracy and maximizing refunds.

Pricing & Fees of Credit Karma Tax

• Completely Free Filing: Credit Karma Tax provides free federal and state tax returns for all users, regardless of the complexity of their tax situation. There are no hidden fees or charges for additional forms or schedules.

Overview of Credit Karma Tax

The platform guides users through the tax filing process with a straightforward, step-by-step interface. It supports a wide range of tax scenarios, including W-2 income, self-employment, investments, and rental income. Users can import prior-year tax returns and utilize features like W-2 photo import to streamline data entry. Built-in error checking ensures the accuracy of returns before submission.

Additionally, Credit Karma Tax offers a seamless experience by integrating financial insights and credit score tracking directly within the platform. This allows users to make informed financial decisions while filing. The ability to access past tax returns and track tax refunds in real time further enhances the convenience of the service.

Why Choose Credit Karma Tax

Credit Karma Tax stands out for its genuinely free service, covering both federal and state filings without any hidden costs. The platform’s user-friendly design simplifies the tax filing process, making it accessible even for those with limited tax knowledge. Additionally, Credit Karma Tax offers free audit defense, providing users with guidance and support in the event of an IRS audit.

Beyond affordability, the platform ensures security with bank-level encryption and multi-factor authentication, protecting users’ sensitive financial information. The system also automatically updates to reflect the latest tax laws, ensuring that users take advantage of all eligible deductions and credits.

Key Features of Credit Karma Tax

Comprehensive tax filing support

Credit Karma Tax supports all major IRS forms and schedules, accommodating various financial situations, including self-employment, investments, and rental income. This ensures that users can accurately report their financial information without the need for additional software or services.

The platform provides a user-friendly, step-by-step process that simplifies filing for both beginners and experienced filers. Users can also import prior-year tax returns to save time and reduce errors in data entry.

Maximum refund guarantee

The platform is committed to helping users claim every eligible deduction and credit to ensure the highest possible refund. If another service calculates a higher refund using the same information, Credit Karma Tax will refund any applicable fees.

The system automatically scans for potential deductions, maximizing savings for users. Real-time refund tracking keeps filers informed about their estimated return, providing transparency throughout the process.

Free audit defense

Credit Karma Tax includes free audit defense for all users, offering guidance and support in the event of an IRS audit. This service provides step-by-step explanations of the audit process and instructions on how to respond effectively, giving users peace of mind.

Tax professionals are available to assist in reviewing IRS notices and helping filers prepare the necessary documentation. The platform also offers resources and FAQs to help users understand common audit triggers and how to avoid them.

Integrations of Credit Karma Tax

Credit Karma Tax integrates seamlessly with TurboTax, allowing users to file their taxes directly through the Credit Karma platform. This integration provides a cohesive experience, enabling users to access their tax information and financial tools in one place.

Customers of Credit Karma Tax

Credit Karma Tax serves a diverse range of individual taxpayers, including those with simple tax situations, freelancers, and investors. The platform has received positive feedback for its ease of use and comprehensive features, making it a popular choice among various demographics.

Pros & Cons of Credit Karma Tax

Pros	Cons
Completely free federal and state tax filing	Limited support for complex tax situations (e.g., self-employed deductions)
Simple, user-friendly interface	No option for professional tax assistance
Supports most tax situations, including investments	Fewer advanced tax features compared to premium software
No hidden fees or upsells
Free audit defense included

Final Thoughts

Credit Karma Tax is an excellent choice for individuals seeking a free, comprehensive, and user-friendly tax preparation platform. Its commitment to providing a genuinely free service, coupled with robust features and data security measures, makes it a compelling option for a wide range of taxpayers.

While it may lack in-person support and has some limitations in customer service channels, its overall value proposition remains strong for those comfortable with online tax filing.

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Drake Tax

Drake Tax is Best For

Drake Tax is ideal for small to mid-sized accounting firms and tax professionals who require a reliable and cost-effective software solution to handle various tax preparation needs, including individual (1040) and business returns. Its comprehensive tools and responsive customer support make it suitable for professionals managing diverse client portfolios.

Pricing & Fees of Drake Tax

Drake Tax offers flexible pricing options to accommodate different business sizes and needs:

• Unlimited Package: A comprehensive package that includes unlimited returns for both individual and business filings.
• Pay-Per-Return (PPR) Package: Designed for firms with lower volume, this package allows users to pay for each return filed, providing cost efficiency for smaller practices.

Specific pricing details are available upon request or through Drake Software’s official channels.

Overview of Drake Tax

Drake Tax streamlines the tax preparation process with its intuitive data entry system and comprehensive diagnostics. The software supports a wide array of tax forms and schedules, including complex business returns, and offers seamless integration with accounting and document management systems.

Features such as automatic data flow between federal and state returns, customizable reports, and robust e-filing capabilities enhance efficiency and accuracy.

Additionally, Drake Tax includes tools for tax planning and analysis, allowing professionals to project future tax scenarios for clients. The software’s document management system enables secure storage and easy retrieval of client documents, facilitating organized record-keeping and compliance.

Why Choose Drake Tax

Drake Tax stands out for its balance between affordability and comprehensive functionality. Users appreciate its straightforward navigation and the ability to handle complex tax scenarios without incurring excessive costs. The software’s commitment to regular updates ensures compliance with the latest tax regulations, and its responsive customer support is highly regarded in the industry.

Moreover, Drake Tax’s integration capabilities with various accounting and payroll systems streamline workflows, reducing manual data entry and the potential for errors. The software’s emphasis on data security, including encryption and secure file transfer protocols, provides peace of mind for professionals handling sensitive client information.

Key Features of Drake Tax

Comprehensive Tax Form Support

Drake Tax supports all major federal and state tax forms, including individual, corporate, partnership, fiduciary, and exempt organization returns. This extensive form library ensures that professionals can meet the diverse needs of their clients without requiring additional software.

The software also provides automatic updates to tax forms and compliance regulations, ensuring that preparers always use the latest IRS-approved documents. With built-in multi-state tax support, professionals can efficiently handle complex tax situations involving multiple jurisdictions.

Seamless Data Import and Export

The software allows for the import of prior-year data and integrates with various accounting systems, reducing manual data entry and enhancing accuracy. Additionally, Drake Tax facilitates the export of data to common formats, aiding in report generation and data analysis.

Users can seamlessly transfer client information from other tax software, making transitions smooth and efficient. The integration with third-party bookkeeping tools further streamlines workflows, minimizing redundant data entry and ensuring consistency across financial records.

Built-in Error Checking and Diagnostics

Drake Tax includes robust diagnostics tools that identify potential errors or omissions, ensuring returns are accurate before submission. This feature minimizes the risk of IRS rejections and enhances the credibility of the tax professional.

The software provides real-time alerts and suggestions for resolving inconsistencies, helping tax preparers avoid costly mistakes. Additionally, it offers detailed audit trails, allowing users to track and review changes for better compliance and client transparency.

Integrations of Drake Tax

Drake Tax integrates with several third-party applications to enhance its functionality:

• GruntWorx: Streamlines document management by automating data extraction from scanned documents, reducing manual entry and errors.
• SecureFilePro: Provides a secure portal for exchanging documents with clients, ensuring confidentiality and compliance with data protection regulations.
• Client Write-Up: Integrates accounting and payroll functions, allowing for seamless data flow between bookkeeping and tax preparation activities.

Customers of Drake Tax

Drake Tax serves over 50,000 tax professionals nationwide, including:

• Small to Mid-Sized Accounting Firms: Firms that require a comprehensive yet affordable solution for managing diverse client tax needs.
• Independent Tax Preparers: Professionals seeking reliable software with robust support to efficiently handle individual and business tax returns.
• Corporate In-House Tax Departments: Organizations that manage their own tax filings and require software capable of handling complex corporate tax scenarios.

Pros & Cons of Drake Tax

Pros	Cons
Comprehensive tax preparation tools for professionals	Windows-only desktop software
Strong customer support with responsive service	Higher pricing compared to some competitors
Reliable security and compliance features	Steep learning curve for new users
Cloud-hosted option for remote access
Robust reporting and analytics tools

Final Thoughts

Drake Tax is a robust and reliable tax preparation software that offers a comprehensive suite of features tailored to the needs of tax professionals and accounting firms. Its balance of affordability, functionality, and responsive support makes it a compelling choice for those seeking an efficient solution to manage diverse tax scenarios.

While there may be a learning curve for new users and some limitations in customization, the overall value and capabilities of Drake Tax position it as a strong contender in the professional tax software market.

SECURE 2.0 Act and Its Impact on Tax Filing

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Liberty Tax

Liberty Tax is Best For

Liberty Tax is ideal for individuals who prefer the flexibility of choosing between online self-filing and in-person assistance. It suits taxpayers with varying complexities in their tax situations, including those with self-employment income, investments, or multiple deductions.

Pricing & Fees for Liberty Tax

• Basic Plan: $47.95 for federal returns; $36.95 per state return. Suitable for single or married filers with no dependents claiming the standard deduction.
• Deluxe Plan: $67.95 for federal returns; $36.95 per state return. Designed for filers with dependents, investments, or those planning to itemize deductions.
• Premium Plan: $87.95 for federal returns; $36.95 per state return. Best for self-employed individuals, small business owners, or those with non-standard income sources.

Prices are subject to change; it’s advisable to check the latest rates on Liberty Tax’s official website.

Overview of Liberty Tax

Liberty Tax provides a user-friendly online platform with step-by-step guidance, allowing users to file taxes at their own pace. For those preferring personal assistance, Liberty Tax operates over 2,500 locations across the U.S., offering in-person tax preparation services.

The company also provides remote tax preparation, where clients can upload documents through a mobile app and have a tax professional handle the filing.

Additionally, Liberty Tax ensures a seamless filing experience by offering free W-2 downloads from partnered employers, eliminating the need for manual entry. The platform also integrates error-checking tools that scan returns for potential mistakes, reducing the likelihood of IRS rejections or delays.

Why Choose Liberty Tax

Liberty Tax stands out for its dual approach, offering both online and in-person tax preparation services. This flexibility allows taxpayers to choose the method that best suits their comfort level and the complexity of their tax situation. Additionally, Liberty Tax provides free consultations and year-round support, ensuring clients have access to assistance beyond the tax season.

Beyond flexibility, Liberty Tax provides refund advance loans, allowing qualified users to access a portion of their anticipated refund quickly. The company also stays updated on the latest tax regulations, ensuring that taxpayers receive accurate deductions and credits, maximizing their potential refunds.

Key Features of Liberty Tax

Multiple Filing Options

Liberty Tax offers online self-filing, in-person appointments, and remote tax preparation through document uploads, catering to various preferences and needs. This ensures that taxpayers, whether they prefer a DIY approach or professional assistance, have access to the most suitable filing method.

The flexibility allows users to switch between filing methods if their situation changes, providing a personalized tax filing experience.

Audit Assistance

The company provides audit assistance, offering guidance and support if the IRS selects your return for review. Tax professionals are available to help clients understand and respond to IRS inquiries, reducing stress and ensuring compliance.

Liberty Tax also helps filers navigate audit-related concerns by offering step-by-step support, ensuring that users can address IRS correspondence with confidence.

Year-Round Support

Liberty Tax offices are open throughout the year, allowing clients to seek tax planning and consultation services beyond the typical tax season. Users can receive assistance with tax extensions, amended returns, and financial planning strategies to prepare for the next tax year efficiently.

Whether it’s adjusting withholding, estimating quarterly payments, or resolving past tax issues, Liberty Tax provides comprehensive year-round tax solutions.

Integrations of Liberty Tax

Liberty Tax’s online platform allows users to import prior-year tax returns from other software, streamlining the data entry process. The mobile app integration facilitates remote tax preparation by enabling document uploads directly from smartphones.

Customers of Liberty Tax

Liberty Tax serves a diverse clientele, including individuals with simple tax situations, families, investors, and self-employed professionals. The availability of both online and in-person services makes it accessible to a wide range of taxpayers seeking different levels of assistance.

Pros & Cons of Liberty Tax

Pros	Cons
In-person and online tax filing options	Higher pricing compared to competitors
Strong customer support with live assistance	Limited free filing options
Easy-to-use mobile app for tax filing	Extra fees for add-on services
Year-round tax services available
Refund advance loan options

Final Thoughts

Liberty Tax offers a comprehensive suite of tax preparation services, accommodating a variety of taxpayer needs through its flexible filing options.

While it may not provide a free filing option and has received mixed customer feedback, its combination of online and in-person services, along with year-round support and audit assistance, makes it a viable choice for those seeking personalized tax preparation solutions.

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OnLine Taxes (OLT.com)

OnLine Taxes (OLT.com) is Best For

OLT.com is ideal for individuals looking for a low-cost, no-frills tax filing service. It suits taxpayers with simple to moderately complex tax situations, including those with W-2 income, self-employment income, investments, or rental properties.

Pricing & Fees for OnLine Taxes (OLT.com)

• Federal Return: Free for all users, regardless of income or tax complexity.
• State Return: $9.95 per state return.

Prices are subject to change; it’s advisable to check the latest rates on OLT.com’s official website.

Overview of OnLine Taxes (OLT.com)

OLT.com offers a streamlined online platform that guides users through the tax filing process with straightforward, step-by-step instructions. The service supports a wide range of tax scenarios, including W-2 income, self-employment, investments, and rental income. Users can import prior-year tax data to simplify data entry and utilize built-in error checking to ensure the accuracy of returns before submission.

Additionally, OLT.com provides both free and premium editions, allowing users to choose the level of support that best suits their needs. The premium edition offers additional features such as phone and live chat support, audit support, and year-over-year comparison tools.

Why Choose OLT.com

OLT.com stands out for its affordability, offering free federal tax filing and low-cost state returns. The platform’s user-friendly design simplifies the tax filing process, making it accessible even for those with limited tax knowledge. Additionally, OLT.com guarantees 100% accuracy in its calculations, providing users with confidence in their filings.

Beyond affordability, OLT.com ensures data security by meeting all IRS security and privacy requirements, with data encrypted both at rest and in transit. The system also automatically updates to reflect the latest tax laws, ensuring that users take advantage of all eligible deductions and credits.

Key Features of OnLine Taxes (OLT.com)

Comprehensive Tax Filing Support

OLT.com supports all major IRS forms and schedules, accommodating various financial situations, including self-employment, investments, and rental income. This ensures that users can accurately report their financial information without the need for additional software or services.

Accuracy Guarantee

The platform guarantees 100% accuracy in its calculations before submitting tax returns to the IRS, providing users with confidence in their filings.

Data Security Measures

OLT.com prioritizes user data security by employing industry-standard encryption and security practices. Users can file their taxes confidently, knowing their personal information is protected.

Integrations of OnLine Taxes (OLT.com)

OLT.com’s online platform allows users to import prior-year tax data, streamlining the data entry process. The service also integrates with various financial institutions to facilitate the import of tax documents directly into the platform, enhancing accuracy and efficiency.

Customers of OnLine Taxes (OLT.com)

OLT.com serves a diverse range of individual taxpayers, including those with simple tax situations, freelancers, and investors. The platform has received positive feedback for its ease of use and comprehensive features, making it a popular choice among various demographics.

Pros & Cons of OnLine Taxes (OLT.com)

Pros	Cons
Affordable pricing for federal and state returns	No dedicated mobile apps for iOS or Android
No software installation required	Limited guidance for complex tax situations
Straightforward, web-based interface	Phone support available only at additional cost
Covers a wide range of tax forms
Free customer support by email

Final Thoughts

OLT.com is an excellent choice for individuals seeking an affordable, straightforward, and user-friendly tax preparation platform. Its commitment to providing free federal tax filing, coupled with robust features and data security measures, makes it a compelling option for a wide range of taxpayers.

While it may lack in-person support and some premium features require an upgrade, its overall value proposition remains strong for those comfortable with online tax filing.

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eSmart Tax

eSmart Tax is Best For

eSmart Tax, backed by Liberty Tax, offers an online tax preparation service designed for individuals seeking a straightforward and affordable way to file both federal and state taxes. With a user-friendly interface and various support options, it caters to a range of tax situations, ensuring accuracy and maximizing refunds.

Pricing & Fees of eSmart Tax

• Basic Plan: $24.95 for federal returns; $36.95 per state return. Suitable for filers with simple returns, including W-2 income and the standard deduction.
• Deluxe Plan: $44.95 for federal returns; $36.95 per state return. Designed for filers with dependents, itemized deductions, and investment income.
• Premium Plan: $64.95 for federal returns; $36.95 per state return. Best for self-employed individuals, freelancers, and those with rental property income.

Prices are subject to change; it’s advisable to check the latest rates on eSmart Tax’s official website.

Overview of eSmart Tax

eSmart Tax provides a user-friendly online platform that guides users through the tax filing process with straightforward, step-by-step instructions. The service supports a variety of tax scenarios, including W-2 income, self-employment, investments, and rental income. Users can import prior-year tax returns and utilize features like W-2 import to streamline data entry. Built-in error checking ensures the accuracy of returns before submission.

Additionally, eSmart Tax offers free live chat and email support to assist users throughout the filing process. The platform also provides access to a comprehensive knowledge base, helping users find answers to common tax questions. Users who need additional assistance can visit a Liberty Tax office for in-person support, bridging the gap between online and professional tax filing.

Why Choose eSmart Tax

eSmart Tax stands out for its affordability and backing by Liberty Tax, a well-established tax preparation company. The platform’s user-friendly design simplifies the tax filing process, making it accessible even for those with limited tax knowledge. Additionally, eSmart Tax offers a maximum refund guarantee and an accuracy guarantee, providing users with confidence in their filings.

Beyond affordability, eSmart Tax ensures data security by employing industry-standard encryption and security practices. The system also automatically updates to reflect the latest tax laws, ensuring that users take advantage of all eligible deductions and credits. Furthermore, the platform provides tax calculators to help estimate refunds and determine withholding amounts, assisting users in better financial planning throughout the year.

Key Features of eSmart Tax

Comprehensive Tax Filing Support

eSmart Tax supports all major IRS forms and schedules, accommodating various financial situations, including self-employment, investments, and rental income. This ensures that users can accurately report their financial information without the need for additional software or services.

It also provides automatic calculations and real-time refund updates, allowing users to track their expected refund amount as they enter their details. Additionally, eSmart Tax guides users through complex tax deductions, ensuring they claim all eligible tax credits.

Import Capabilities

The platform allows users to import prior-year tax returns and W-2 forms, streamlining the data entry process and reducing the chance of errors. This feature saves time and minimizes manual input mistakes, improving overall efficiency.

Users who switch from another tax software can also migrate their tax information effortlessly, making the transition seamless for returning filers.

Data Security Measures

eSmart Tax prioritizes user data security by employing industry-standard encryption and security practices. Users can file their taxes confidently, knowing their personal information is protected.

The system includes two-factor authentication for added security, ensuring that sensitive financial data remains safe. Additionally, eSmart Tax complies with IRS and industry security standards, preventing unauthorized access to user accounts.

Integrations of eSmart Tax

eSmart Tax’s online platform allows users to import prior-year tax data and W-2 forms, streamlining the data entry process. The service also integrates with various financial institutions to facilitate the import of tax documents directly into the platform, enhancing accuracy and efficiency.

Customers of eSmart Tax

eSmart Tax serves a diverse range of individual taxpayers, including those with simple tax situations, families, and self-employed professionals. Customers who require more hands-on assistance can visit Liberty Tax locations nationwide for further support, making eSmart Tax a flexible option for a variety of users.

Pros & Cons of eSmart Tax

Pros	Cons
Affordable pricing for tax filing	No free filing option
Live support for customer assistance	Limited advanced features
Accuracy guarantee for tax returns	No dedicated mobile app
Easy-to-use interface
Refund guarantee available

Final Thoughts

eSmart Tax is an excellent choice for individuals seeking an affordable, straightforward, and user-friendly tax preparation platform. Its commitment to providing comprehensive form support, coupled with robust features and data security measures, makes it a compelling option for a wide range of taxpayers.

While it may lack a free filing option and has some limitations in customer support channels, its overall value proposition remains strong for those comfortable with online tax filing. The integration with Liberty Tax offices also provides an additional layer of professional assistance, ensuring users have access to expert guidance if needed.

IRS Tax Code Changes for 2025: What You Need to Know

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IRS Free File

IRS Free File is Best For

IRS Free File is a government-backed program designed for individuals and families looking to file their federal taxes for free. It caters to taxpayers who meet specific income criteria, typically offering the most affordable solution for filing federal tax returns online.

The program connects users with IRS-approved software providers, ensuring a safe and reliable experience while maximizing tax credits and deductions.

Pricing & Fees of IRS Free File

• Free Filing: Available for taxpayers with an income below a certain threshold (typically $73,000 for the current tax year). The program allows users to file their federal tax returns for free.
• State Filing: Some providers also offer free state filing, while others may charge a fee for state returns. Pricing for state filings varies depending on the software provider.
• Prices are subject to change, so it’s advisable to check the latest rates on the IRS Free File page for updated information.

Overview of IRS Free File

IRS Free File offers a simple, online solution for eligible taxpayers to file their federal tax returns without any cost. The program is a partnership between the IRS and various tax software providers, each offering a free filing option to qualified users. It supports a wide range of tax situations, including basic returns, itemized deductions, and credits for families and individuals.

The system ensures that users can file their taxes accurately, and it provides access to essential features such as real-time refund tracking and e-filing. With the IRS Free File program, users can easily meet IRS filing requirements without the burden of expensive tax preparation services.

Why Choose IRS Free File

IRS Free File stands out due to its no-cost filing for qualifying individuals, making it ideal for low—to middle-income taxpayers. The program offers a range of options from IRS-approved providers so users can find a solution that matches their specific tax needs.

The program offers the same data protection standards as paid services, with security measures in place to safeguard personal and financial information. Additionally, the system is continuously updated with the latest tax laws to ensure that users receive all eligible deductions and credits.

Key Features of IRS Free File

Free Filing for Eligible Taxpayers

IRS Free File provides a completely free option for individuals and families filing federal taxes within the income limits. This ensures that users can fulfill their tax obligations without any costs associated with preparing their returns.

Multiple Software Options

The IRS Free File program includes a variety of IRS-approved software providers, offering different features and support to match various tax situations. Taxpayers can choose the software that best fits their needs, with no cost for the federal filing.

State Filing Options

Many of the IRS Free File providers also offer free or low-cost state tax filing. However, state filing fees may apply depending on the provider, so users should review the options carefully before completing their state return.

Data Security Measures

IRS Free File uses the same level of data protection as other IRS services, ensuring that personal and financial information is secure throughout the filing process. The system employs encryption and other security technologies to protect user data.

Additionally, the IRS Free File providers comply with IRS security standards, giving users confidence that their information will remain private and secure.

Integrations of IRS Free File

IRS Free File integrates seamlessly with IRS systems to allow for direct e-filing of federal tax returns. This means users can file their returns electronically, receiving confirmation of their submission within minutes. The system is also integrated with various tax credits and deductions, ensuring that eligible users are automatically considered for all applicable savings.

Customers of IRS Free File

IRS Free File serves a wide range of taxpayers, primarily targeting individuals and families with a gross income below the IRS threshold for free filing. This includes workers with simple tax returns, families claiming the standard deduction, and others who meet the criteria for free filing.

Many users praise the program for being an accessible and easy way to file taxes, with a focus on affordability and accuracy.

Pros & Cons of IRS Free File

Pros	Cons
Completely free tax filing for eligible users	Income eligibility restrictions apply
Trusted IRS-backed platform	Limited features compared to paid software
Multiple software providers to choose from	Complex interface for some users
Covers federal and some state tax filings
Secure and compliant with IRS standards

Final Thoughts

IRS Free File is an excellent option for individuals and families with straightforward tax situations, offering a completely free and secure way to file federal taxes. The program’s partnership with IRS-approved software providers ensures that users can rely on trustworthy tools to file their returns accurately.

While the program has some limitations, such as income eligibility and possible fees for state filing, it remains a valuable solution for low- and middle-income taxpayers seeking to file taxes efficiently and affordably.

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TaxBuzz

TaxBuzz is Best For

TaxBuzz is an AI-powered tax assistant designed for individuals and tax professionals seeking fast, accurate, and reliable tax solutions. It caters to users looking to simplify complex tax questions and streamline their filing process. TaxBuzz is ideal for professionals who want to enhance their practices with AI-backed tools and for individuals who need assistance navigating tax-related queries.

TaxBuzz Pricing & Fees

• Free Plan: Offers basic access to TaxBuzz’s AI tools, providing assistance with general tax questions and research.
• Paid Plans: These plans provide access to advanced AI-powered features, integrations, and tools specifically designed for tax professionals to optimize their workflow and improve tax preparation accuracy.

Overview of TaxBuzz

TaxBuzz is an innovative AI-driven tool designed to support both individuals and tax professionals with their tax needs. It combines advanced AI technology with tax expertise to provide quick, accurate, and detailed answers to tax-related questions. Whether users are looking for help with tax filing or seeking professional-grade assistance, TaxBuzz offers an intuitive platform that simplifies the tax process.

The service is ideal for professionals who need a fast way to handle client questions or resolve complex tax issues, while also offering a user-friendly interface for individuals looking to get quick answers to their own tax queries.

Why Choose TaxBuzz

TaxBuzz stands out due to its AI-powered features, which help users find accurate and up-to-date tax information efficiently. Its ability to integrate into professional workflows makes it a powerful tool for tax advisors and accountants. Additionally, its user-friendly platform allows individuals to easily access tax guidance, saving time and reducing stress during tax season.

For professionals, TaxBuzz offers a high level of accuracy with daily updates to tax laws, providing immediate access to reliable tax insights. The platform is also built with strong data privacy policies, ensuring that all user information is secure and handled with the utmost confidentiality.

Key Features of TaxBuzz

AI-Powered Tax Assistance

TaxBuzz leverages artificial intelligence to provide quick, accurate answers to tax-related questions. The AI system is continuously updated with the latest tax laws, ensuring that users have access to the most current tax information at all times.

Real-Time Support for Tax Professionals

TaxBuzz allows tax professionals to get immediate answers to their clients’ questions, streamlining the process of handling tax queries. This real-time support helps improve productivity and accuracy in tax practices.

Data Privacy and Security

TaxBuzz prioritizes user data protection by ensuring that all sensitive information remains private. The platform does not sell user data and is designed to meet the highest standards of security to protect financial and personal data.

Knowledge Base & Integrations

TaxBuzz integrates seamlessly with various tax systems and platforms, providing tax professionals with enhanced workflow tools. It also offers a vast knowledge base to help both professionals and individuals navigate complex tax issues.

Customers

TaxBuzz serves both individual taxpayers and tax professionals, helping them resolve tax-related questions efficiently. For professionals, the platform offers AI-powered tools that integrate directly into their tax preparation practices, while individuals can benefit from quick, accessible answers to their tax inquiries.

Pros & Cons of TaxBuzz

Pros	Cons
Extensive professional network for tax services	Limited mobile access for on-the-go users
AI-powered assistance for quick tax solutions	Some services require additional fees
User-friendly interface for individuals and professionals	Not a direct tax filing software—more of a tax advisory platform
Comprehensive services including tax planning and filing
Secure and private data handling

Final Thoughts

TaxBuzz is a valuable tool for individuals and tax professionals seeking a fast, reliable, and accurate tax assistant. Its AI-powered features provide users with efficient solutions for managing and preparing tax questions.

While the free plan is limited, the paid plans offer enhanced features, making it an excellent choice for professionals looking to optimize their tax workflows. With its focus on data privacy and security, TaxBuzz ensures that users can rely on the platform to handle sensitive information with care.

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Conclusion

The ease of preparing taxes with the correct tax filing software removes the stress and allows for saving time and money. Each of the recommended options boasts its strengths regarding cost, ease of use, extensive support, or advanced features for complex tax scenarios.

To maximize efficiency, accuracy, and peace of mind, it is advisable for businesses and individuals to match those strengths against their specific tax requirements, factoring in things such as integration features, user-friendliness, security, and support levels. By doing so, they’ll be able to handle their tax obligations with comfort and compliance, getting the best results come 2025.

Frequently Asked Questions