Tax Software Survey

CPAs continued to deal with a global pandemic during the 2021 tax season, requiring many tax practitioners to work from home, often while balancing other responsibilities. In addition to commercial products, most survey respondents use the IRS and New York State tax department websites, as well as a variety of other helpful free online resources to assist in tax research. New York CPAs have once again provided valuable practice information in responding to this survey. Tax preparers need specialized tax filing software that lets them help accurately file others’ individual and business returns. A tax preparation software for professionals should include resources such as line-by-line assistance, advanced tax research options, practice management capability, and a client portal for easy document sharing.

They have almost 6,000 locations, including half in Walmart stores. We also like the fact that they charge just $21 for filing your state tax return, regardless of the plan level. This is well below the $29.99 to $39.99 commonly charged by other programs. During the tax season, the company employs about 70,000 advisors in 10,000 offices throughout the country. The company’s name is practically synonymous with tax preparation.


You can even get a voucher code that will make the audit defense free. If you prefer Tax Software Survey a service with live preparation assistance, consider choosing a different software.

Tax Software Survey

Our researchers sourced the products on this list from Forbes, CNET, and other publications. The 2021 survey included the tax software ratings questions and provided a write-in option to rate a package not listed. In addition to evaluating tax preparation and research resources, respondents answered questions about firm practices, such as the use of client portals, payper-return pricing, and workflow management. An expanded special section on COVID-19 included new questions about the impact of the pandemic on tax practitioners.

H&R Block – Best for Transferring Your Return to Live Preparation

There has been less consistency over time in the ratings for tax research software. The Tax Book earned the highest overall rating for the third time in four years and the top rating for value for cost, ease of use, and company reliability. Checkpoint earned the highest ratings in customer support and timely updates.

Look for tax preparation software that offers clear explanations for every field on their digital forms. Also, make sure you’re aware of the customer support channels available to you, such as live chat, email, tax term glossaries and phone support. Most tax preparation software programs also feature simple navigation tools that allow you to upload returns from prior years, W-2s and investment income documents. This can save you a substantial amount of time as the software automatically imports your information into your return.

Olt Pro

The company offers an option to file with a tax pro, either in person, online or by dropping off your documents at a local office. They also offer a hybrid service called Tax Pro Review for those who prefer a DIY approach. After filing your own tax return, a tax professional will review it, providing an extra set of eyes. TurboTax is only free for certain taxpayers for simple tax returns only . This means the free version is not available for freelancers, business owners and other self-employed individuals who get a 1099 form.

  • This is followed by discrete reviews of each software, detailing what they have to offer.
  • Prepare More Returns, Faster Whether you’re a single office or a large tax office with multiple locations, TaxWise packages are designed to meet your needs and handle a high volume of returns quickly.
  • Gabriel Rodríguez covers financial products, service reviews, and tech at Money.
  • Terms and conditions apply; seeAccurate Calculations Guaranteefor details.
  • But retroactive tax relief passed by Congress well into the season, on March 11, while welcome, complicated millions of returns in process or already filed.

H&R Block also provides representation for business tax software who face auditing. Intuit’s ProSeries Tax platform earned top marks for its combination of advanced features, longevity, popularity, and industry credibility.

Bagikan Berita