Best Tax Software For Mac
Full Site Disclaimers. H&R Block Online Deluxe or Premium, or H&R Block Software Basic, Deluxe, Premium or Premium & Business get unlimited sessions of live, personal tax advice with a tax professional. You can ask our tax advisors an unlimited number of questions at no extra cost (excludes business returns).
Standard live chat hours apply (10:00 a.m. To 10:00 p.m. Mon.-Fri; 9:00 a.m. (all times CT).
Free In-person Audit Support is available only for clients who purchase and use H&R Block desktop software solutions to prepare and successfully file their 2018 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 for complete details. H&R Block tax software and online prices are ultimately determined at the time of print or e-file.
All prices are subject to change without notice. H&R Block is a registered trademark of HRB Innovations, Inc. Emerald Cash Rewards ™ are credited on a monthly basis. Rewards are in the form of a cash credit loaded onto the card and are subject to applicable withdrawal/cash back limits. Merchants/Offers vary. If you find an error in the H&R Block online tax program that entitles you to a larger refund (or smaller liability), we will refund the fees you paid us to use our program to prepare that return and you may use our program to amend your return at no additional charge.
To qualify, the larger refund or smaller tax liability must not be due to differences in data supplied by you, your choice not to claim a deduction or credit, positions taken on your return that are contrary to law, or changes in federal or state tax laws after January 1, 2019. 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 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. Prices based on hrblock.com, turbotax.com and intuit.taxaudit.com (as of 11/28/17). TurboTax ® offers limited Audit Support services at no additional charge.
H&R Block Audit Representation constitutes tax advice only. Consult your attorney for legal advice. Power of Attorney required. Does not provide for reimbursement of any taxes, penalties or interest imposed by taxing authorities. Terms and conditions apply.
The audit risk assessment is not a guarantee you will not be audited. For 2017 federal tax paid with personal Mastercard ®, American Express ®, Visa ® and Discover ® credit cards, 1.98% of the tax amount (minimum charge with all credit cards of $2.69).
For 2017 federal tax paid with Visa, Discover, or Mastercard branded consumer debit cards, and ATM (PIN-less) cards, a fixed fee of only $2.65 per transaction. Depending upon the card you elect to use, you may be able to earn rewards.
Contact the financial institution that issued your card for specific terms and agreements. Payments processed by WorldPay, Inc., an IRS approved payment processor. The IRS payment date will be equal to the date the transaction is authorized and completed. It may take the IRS 5 - 7 days to post the payment to your tax account. Audit Defense only available in TurboTax Max bundle. File Online.
State e-file available within the program. An additional fee applies for online. State e-file not available in NH. Additional state programs are extra. Most state programs are available in January. Release dates vary by state.
Online AL, DC and TN do not support nonresident forms for state e-file. Software DE, HI, LA, ND and VT do not support part-year or nonresident forms. H&R Block prices are ultimately determined at the time of print or e-file. All prices are subject to change without notice.
H&R Block online tax preparation and Tax Pro Review prices are ultimately determined at the time of print or e-file. All prices are subject to change without notice. A simple tax return excludes self-employment income (Schedule C), capital gains and losses (Schedule D), rental and royalty income (Schedule E), farm income (Schedule F) shareholder/partnership income or loss (Schedule K-1), and earned income credit (Schedule EIC). State programs can be added within the program for an additional cost. Most state programs available in January. Release dates vary by state. The following states do not support part-year/nonresident forms: AL, DC, HI and MT.
Enrolled Agents do not provide legal representation; signed Power of Attorney required. Audit services constitute tax advice only. Consult an attorney for legal advice. Void where prohibited. Starting December 1, 2017. Does not include in-person audit representation, which is sold separately.
H&R Block does not provide legal advice. Tax Software.
State e-file not available in NH. Additional state programs are extra. Most state programs available in January; release dates vary by state. All prices are subject to change without notice.
One state program can be downloaded at no additional cost from within the program. Additional state programs extra. One personal state program and unlimited business state program downloads are included with the purchase of this software.
Additional personal state programs extra. Important terms and conditions apply. See for complete details.
Retail. Subject to $125 minimum charge. Offer valid for tax preparation fees for new clients only. A new client is an individual who did not use H&R Block office services to prepare his or her 2016 tax return. Valid receipt for 2016 tax preparation fees from a tax preparer other than H&R Block must be presented prior to completion of initial tax office interview.
May not be combined with other offers. Offer period March 1 – 25, 2018 at participating offices only. To qualify, tax return must be paid for and filed during this period. Visit hrblock.com/halfoff to find the nearest participating office or to make an appointment. OBTP# B13696 ©2018 HRB Tax Group, Inc.
Results vary. All tax situations are different. Fees apply if you have us file a corrected or amended return.
The IRS allows taxpayers to amend returns from the previous three tax years to claim additional refunds to which they are entitled. Applies to individual tax returns only. At participating offices. Price for Federal 1040EZ may vary at certain locations.
See local office for pricing. Type of federal return filed is based on taxpayer's personal situation and IRS rules/regulations. Form 1040EZ is generally used by single/married taxpayers with taxable income under $100,000, no dependents, no itemized deductions, and certain types of income (including wages, salaries, tips, taxable scholarships or fellowship grants, and unemployment compensation). Additional fees apply with Earned Income Credit and you file any other returns such as city or local income tax returns, or if you select other products and services such as Refund Transfer. Available at participating U.S. If H&R Block makes an error on your return, we'll pay resulting penalties and interest.
If you discover an H&R Block error on your return that entitles you to a larger refund (or smaller tax liability), we'll refund the tax prep fee for that return and file an amended return at no additional charge. Refund claims must be made during the calendar year in which the return was prepared. By authorizing H&R Block to e-file your tax return or by taking the completed return to file, you are accepting the return and are obligated to pay all fees when due. H&R Block will explain the position taken by the IRS or other taxing authority and assist you in preparing an audit response. Does not include Audit Representation.
H&R Block provides tax advice only through Peace of Mind ® Extended Service Plan, Audit Assistance and Audit Representation. Consult your own attorney for legal advice. Power of Attorney required. Void where prohibited. Conditions apply. See Peace of Mind ® Terms for details.
Available only at participating H&R Block offices. CAA service not available at all locations. H&R Block does not provide immigration services. An ITIN is an identification number issued by the U.S. Government for tax reporting only.
Having an ITIN does not change your immigration status. You are required to meet government requirements to receive your ITIN. Additional fees and restrictions may apply. If the ITIN is for a dependent, the documentation provided must prove that the dependent is a U.S. National or a resident in the United States, Mexico or Canada. Dependents must meet all the other tests for qualifying child or qualifying relative. Supporting Identification Documents must be original or copies certified by the issuing agency.
Original supporting documentation for dependents must be included in the application. At participating offices. Results may vary. All tax situations are different and not everyone gets a refund. Fees apply if you have us file an amended return. The IRS allows taxpayers to amend returns from the previous three tax years to claim additional refunds to which they are entitled.
Applies to individual tax returns only. Starting price for simple federal return. Price varies based on complexity. Starting price for state returns will vary by state filed and complexity. Audit services only available at participating offices. Comparison based on paper check mailed from the IRS.
Amended tax returns not included in flat fees. A separate agreement is required for all Tax Audit & Notice Services. Tax Audit & Notice Services include tax advice only. Consult your own attorney for legal advice. A Power of Attorney may be required for some Tax Audit & Notice Services. Qualifying individuals only.
See for qualifications. Important Terms, Conditions and Limitations apply. See for complete details. The tax identity theft risk assessment will be provided in January 2019.
The tax identity theft risk assessment is based on various data sources and actual risk may vary beyond factors included in analysis. Due to federally declared disaster in 2017 and/or 2018, the IRS will allow affected taxpayers an extended filing date to file and pay for their 2017 taxes.
See for details. Free ITIN application services available only at participating H&R Block offices, and applies only when completing an original federal tax return (prior or current year). CAA service not available at all locations. The Send A Friend coupon must be presented prior to the completion of initial tax office interview. A new client is defined as an individual who did not use H&R Block or Block Advisors office services to prepare his or her prior-year tax return.
Discount valid only for tax prep fees for an original 2017 personal income tax return prepared in a participating office. May not be combined with any other promotion including Free 1040EZ. Void if sold, purchased or transferred, and where prohibited. No cash value. Must be a resident of the U.S., in a participating U.S.
Expires 4/10/2018. Referring client will receive a $20 gift card for each valid new client referred, limit two. Gift card will be mailed approximately two weeks after referred client has had his or her taxes prepared in an H&R Block or Block Advisors office and paid for that tax preparation.
Referred client must have taxes prepared by 4/10/2018. H&R Block employees, including Tax Professionals, are excluded from participating.
Available at participating offices and if your employer(s) participate in the W-2 Early Access SM program. Valid for 2017 personal income tax return only. Return must be filed January 5 - February 28, 2018 at participating offices to qualify. Type of federal return filed is based on your personal tax situation and IRS rules. Form 1040EZ is generally used by single/married taxpayers with taxable income under $100,000, no dependents, no itemized deductions, and certain types of income (including wages, salaries, tips, some scholarships/grants, and unemployment compensation). Additional fees apply for Earned Income Credit and certain other additional forms, for state and local returns, and if you select other products and services. Visit to find the nearest participating office or to make an appointment.
OBTP#B13696 ©2017 HRB Tax Group, Inc. Financial Services. This is an optional tax refund-related loan from Axos Bank ™, Member FDIC; it is not your tax refund. Loans are offered in amounts of $500, $750, $1250 or $3000. Approval and loan amount based on expected refund amount, ID verification, eligibility criteria, and underwriting. If approved, funds will be loaded on a prepaid card and the loan amount will be deducted from your tax refund, reducing the amount that is paid directly to you. Tax returns may be e-filed without applying for this loan.
Fees for other optional products or product features may apply. Limited time offer. Available at participating locations.
Not offered in Puerto Rico. HRB Maine License No.: FRA2. See for details. ©2017 HRB Tax Group, Inc. The H&R Block Emerald Prepaid Mastercard ® is a tax refund-related deposit product issued by Axos Bank ™, Member FDIC, pursuant to a license by Mastercard International Incorporated. Emerald Financial Services, LLC is a registered agent of Axos Bank. Mastercard is a registered trademark, and the circles design is a trademark of Mastercard International Incorporated.
Not available at all locations and to all applicants. Additional fees, terms and conditions apply; consult your Cardholder Agreement for details. ID verification required. ©2017 HRB Tax Group, Inc. Merchants/offers vary. Rewards will be posted to your Emerald Card on or around the 5th day of the month following your qualifying purchase. Rewards are in the form of a cash credit loaded onto the card and are subject to applicable withdrawal/cash back limits.
For a full schedule of Emerald Card fees, see your Cardholder Agreement. Payroll, unemployment, government benefits and other direct deposit funds are available on effective date of settlement with provider.
Please check with your employer or benefits provider as they may not offer direct deposit or partial direct deposit. Faster access to funds is based on comparison of traditional banking policies for check deposits versus electronic direct deposit. Fees apply to Emerald Card bill pay service. See Mobile and Online Banking Online Bill Payment Agreement and Disclosure for details. H&R Block Emerald Advance ® line of credit and H&R Block Emerald Savings ® offered through Axos Bank ™, Member FDIC. H&R Block Emerald Prepaid Mastercard ® issued by Axos Bank pursuant to a license by Mastercard International Incorporated.
All products subject to ID verification. If approved for an Emerald Advance ™, your credit limit could be between $350-$1000. Line of credit subject to credit and underwriting approval.
Products offered only at participating offices. Promotional period – 1/11/2019. Emerald Financial Services, LLC is a registered agent of Axos Bank.
Mastercard is a registered trademark, and the circles design is a trademark of Mastercard International Incorporated. Emerald Advance line of credit is a tax refund-related credit product. Emerald Card ® is a tax refund-related deposit product.
OBTP# B13696 ©2018 HRB Tax Group, Inc. If you use your Emerald Card at an ATM not owned by us for any transaction, including a balance inquiry, you may be charged an additional surcharge fee by the ATM operator even if you do not complete a withdrawal. Surcharge fees are generally $1.50 to $3.00. ATM fees noted in your Cardholder Agreement still apply. Emerald Card Retail Reload Providers may charge a convenience fee. Any Retail Reload Fee is an independent fee assessed by the individual retailer only and is not assessed by H&R Block or Axos Bank ™.
Refund Transfer (RT) is a tax refund-related deposit product provided by Axos Bank ™, Member FDIC. You must meet legal requirements for opening a bank account. RT is a bank deposit, not a loan, and is limited to the size of your refund less applicable fees.
You can e-file your return and get your refund without an RT, a loan or extra fees. Maine License No.: FRA2. Available at participating offices. Neither H&R Block nor Axos Bank ™ charges a fee for Emerald Card mobile updates; however, standard text messaging and data rates may apply. US Mastercard Zero Liability does not apply to commercial accounts (except for small business card programs).
Conditions and exceptions – see your Cardholder Agreement for details about reporting lost or stolen cards and liability for unauthorized transactions. Requires purchase of a Refund Transfer (RT), for which a temporary bank account is required and fees apply.
Best Tax Software For Mac 2015
See RT Application for full terms and conditions. RT is provided by Axos Bank ™, Member FDIC. You must meet legal requirements for opening a bank account. A RT is a bank deposit, not a loan, and is limited to the size of your refund less applicable fees. You can electronically file your return and receive your refund without a RT, a loan or extra fees. H&R Block Maine License Number: FRA2.
Available at participating offices. RT is a tax refund-related deposit product. Availability of Refund Transfer (RT) funds varies by state.
Funds will be applied to your selected method of disbursement once they are received from the state taxing authority. The Check-to-Card service is provided by Sunrise Banks, N.A. And Ingo Money, Inc., subject to the Sunrise Banks and Ingo Money Service, the Ingo Money, and the Sunrise Banks, N.A. Approval review usually takes 3 to 5 minutes but can take up to one hour. All checks are subject to approval for funding in Ingo Money's sole discretion.
Fees apply for approved Money in Minutes transactions funded to your card or account. Unapproved checks will not be funded to your card or account. Ingo Money reserves the right to recover losses resulting from illegal or fraudulent use of the Ingo Money Service.
Your wireless carrier may charge a fee for data usage. Additional transaction fees, costs, terms and conditions may be associated with the funding and use of your card or account. See your Cardholder or Account Agreement for details. The Rapid Reload logo is a trademark owned by Wal-Mart Stores. Rapid Reload not available in VT and WY. Check cashing fees may also apply.
Check cashing not available in NJ, NY, RI, VT and WY. If approved, you could be eligible for a credit limit between $350 and $1,000. Minimum monthly payments apply. Line balance must be paid down to zero by February 15 each year. Year-round access may require an Emerald Savings ® account. Fees apply when making cash payments through MoneyGram ® or 7-11 ®. Please consult your tax professional for further information regarding eligibility, tax-deductibility of Traditional IRA contributions, tax-deferred/tax-exempt interest, limitations and tax consequences of distributions for college expenses and first-time home purchases, and additional IRS rules governing both Traditional and Roth IRAs.
Severe penalties may be imposed for contributions and distributions not made in accordance with IRS rules. Interest accrues daily and is credited monthly. Minimum opening deposit was $300 or a monthly direct deposit of $25. No minimum balance is required to obtain the stated APY. All fees and rates are subject to change after account opening. Annual Percentage Yield (APY) effective as of August 12, 2015 at 21:53 PM CST and is subject to change without prior notice.
Unless exception applies, a 10% IRS early distribution penalty if withdrawn prior to age 59½ will apply. Fees may reduce earnings on the account. If you close your account prior to the crediting of interest, you will not receive the accrued interest. See fee disclosure and account agreement for details. Transferring funds from another bank account to your Emerald Card may not be available to all cardholders and other terms and conditions apply. There are limits on the total amount you can transfer and how often you can request transfers. Axos Bank ™ does not charge a fee for this service; please see your bank for details on its fees.
7-ELEVEN is a registered trademark of 7-Eleven, Inc. ©2015 InComm.
All Rights Reserved. Vanilla Reload is provided by ITC Financial Licenses, Inc. ITC Financial Licenses, Inc. Is licensed as a Money Transmitter by the New York State Department of Financial Services. Terms and conditions apply. If you request cash back when making a purchase in a store, you may be charged a fee by the merchant processing the transaction.
Always ask the merchant if a surcharge applies when requesting cash back at the point of sale. Applicants must be 18 years of age in the state in which they reside (19 in Nebraska and Alabama, 21 in Puerto Rico.) Identity verification is required. Both cardholders will have equal access to and ownership of all funds added to the card account. See Cardholder Agreement for details. Use of (Tap) for Balance is governed by the H&R Block Mobile and Online Banking Online Bill Payment Agreement and Disclosure. Once activated, you can view your card balance on the login screen with a tap of your finger.
You should enable the security features on your mobile device, because anyone who has access to it will be able to view your account balance. You also accept all risk associated with (Tap) for Balance, and agree that neither H&R Block, Axos Bank ™ nor any of their respective parents or affiliated companies have any liability associated with its use. You will still be required to login to further manage your account. Timing is based on an e-filed return with direct deposit to your Card Account. Your wireless carrier may charge a fee for data usage. Income Tax Course.
Enrollment in, or completion of, the H&R Block Income Tax Course is neither an offer nor a guarantee of employment. Additional qualifications may be required. Enrollment restrictions apply.
There is no tuition fee for the H&R Block Income Tax Course. However, you may be required to purchase course materials. State restrictions may apply.
Additional training or testing may be required in MD and other states. Valid at participating locations only. Void where prohibited.
This course is not intended for, nor open to any persons who are either currently employed by or seeking employment with any professional tax preparation company or organization other than H&R Block. During the course, should H&R Block learn of any student’s employment or intended employment with a competing professional tax preparation company or service, H&R Block reserves the right to immediately cancel the student’s enrollment. The student will be required to return all course materials. CTEC# 1040-QE-0889 ©2018 HRB Tax Group, Inc. H&R Block has been approved by the California Tax Education Council to offer The H&R Block Income Tax Course, CTEC# 1040-QE-0889, which fulfills the 60-hour 'qualifying education' requirement imposed by the State of California to become a tax preparer.
A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA; or at. If you have issues enrolling in a class, please call 1-800-472-5625 for support. The course consists of 78 hours of instruction in Maryland, 89 hours of instruction in Oregon and 89 hours of instruction in California. University of Phoenix ® is a registered trademark of Apollo Group, Inc., in the United States and/or other countries. H&R Block does not automatically register hours with UOP.
Students will need to contact UOP to request matriculation of credit. Additional fees may apply from the University of Phoenix ®.
Credit: Melpomene/Shutterstock If you're doing your own business taxes, you need a good tax software program. Whether you want to maximize your credits and deductions, or avoid penalties and audits, you need to be sure you're partnering with a great company.
Incomplete forms and inaccuracies are unforgivable when it comes to taxation, so it's important to select software that's going to do the job right the first time. To help you choose the right product, Business News Daily reviewed the industry leaders and selected the best online tax software for businesses. Here's a roundup of our top choices and an explanation of how we chose them. Already prepared to choose an online tax software? Here's a breakdown of the rest of our coverage:.
Best Overall Tax Software for Small Business: Intuit TurboTax Intuit's is our choice for best overall tax software for business because of its comprehensive and powerful features. TurboTax runs a double accuracy check through your forms and identifies hundreds of deductions and credits you might qualify for. Although it's slightly more expensive than comparable software, TurboTax makes up for it with quality service and robust features. The business package, for example, includes a 'W-2 Snapshot,' which allows the user to upload a photo of a previously completed W-2 for the software to parse and extract information to fill out new forms.
The software is available for download or online use and is compatible with mobile devices so you can check in on the go. And should you be hit with an audit, TurboTax offers specialized audit support to make the process less painful.
Best Enterprise Tax Software: Thomson Reuters ONESOURCE Thomson Reuters' tax solution, is designed specifically for corporations and can easily navigate the most complex regulations, even for global businesses. It maintains a rules database covering all U.S. And Canadian compliance regulations as well as 180 additional countries. In addition, ONESOURCE runs entirely online, supports a wide array of filing forms and files in every state, boasts robust reporting options, and automates the most arduous and time-consuming aspects of tax season. The one caveat is that mom-and-pop operations or even smaller startups probably won't need this level of support; it would be overkill for smaller operations. But mid-size companies and beyond will find ONESOURCE a highly reliable, accurate and powerful tax software. Best Tax Software for Self-Employed Filers: H&R Block provides some of the simplest, most effective tax software we've come across.
It returns accurate forms, easily corrects human errors and effectively automates the most complicated parts of the tax-filing process. We chose it as our best pick for online tax software for the self-employed and for pass-through entities like LLCs because H&R Block's tax professionals are available in thousands of locations across the U.S. If you need further assistance. However, the software itself is so simple it's unlikely you'll need outside assistance, except in extraordinary circumstances. H&R Block's pricing is about the average for the level of service the company offers. For an additional fee, H&R Block offers more helpful services, like audit assistance and even representation before the IRS, if necessary.
Best Free Tax Software: TaxAct offers a quality product that holds its own against leading competitors at a more affordable price. While some of the more automated aspects of other tax software are not present, TaxAct is still helpful in ensuring completion and accuracy of your tax documents. The free version offers exceptional service for 1040A and 1040EZ filers; those who have more complex tax needs would have to upgrade, but to do so is relatively inexpensive ($47 for premium service).
Best Software for Tax Professionals: Drake Tax serves as a customizable, centralized service center for tax preparers and professionals. Where it truly excels is in reducing the paper burden of tax practices and finance departments, helping you go paperless in every aspect of the process, from gathering source materials to filing documents with the IRS. Moreover, Drake Tax comes with access to client write-up software and document management systems, which enhance the functions of the general practice management component. Drake Tax also offers comprehensive planning tools to help you better advise clients and help them navigate their financial future, including tax planning, archiving previous returns, and amortization schedules. Our Methodology To choose the best online tax software for businesses, we created a list of 40 reputable tax software companies.
Our selection was based on other online review lists as well as customer feedback and Better Business Bureau ratings. From there, we eliminated vendors that catered primarily to individual taxpayers rather than business owners. After narrowing our initial list, we examined the features of each service and the needs of the average small business owner. We also took part in free trials when available.
Finally, we were left with a final pool of candidates to consider for our best picks: 1040.com, Avalara AvaTax, BNA Corporate Analyzer, Drake Tax, FreeTaxUSA, IRS Logics, Jackson Hewitt, Tax Slayer and Thomson-Reuters ONESOURCE. To select the final candidates, we analyzed the following factors:. Pricing: While it wasn't the sole factor in our search, price was considered alongside other aspects of the software.
If the price was higher than other comparable companies, we looked to see if the software made up for the difference by offering something unique or particularly powerful. Ease of use: How easy to use are these programs? If a particular software application was confusing, clunky or aesthetically displeasing, it rated lower on ease of use. Disbursement options: How can you get paid using these programs? Many taxpayers are likely to be entitled to a tax return after filing, so how can you collect it using this software?
Does it include direct deposit, paid debit cards or virtual accounts, or can you only receive a check by mail? Disbursement flexibility factored into our final decision. Filing options: How robust are the filing options with this service? Which forms are included and are state returns free or an additional cost? Are essential forms only available at higher pricing tiers? Those services with more access to more tax forms and deductions/credits scored higher here.
Online/software/mobile: Is the software downloadable, web-based or mobile-friendly? The more platforms this software could be used on, the better. Tax preparers: Does this software come with access to human tax experts? Can you consult with them if you run into trouble? This feature was a must-have for top picks.
Technical support: Companies scored higher for highly accessible support that addressed questions sufficiently and in a timely manner. Customer service: We posed as a potential customer and called the customer service departments of each finalist. Our qualitative experiences were included along with the other factors in making our decision.
Vendors List Here is a comprehensive list of online tax software and a summary of what each company claims to offer. This alphabetical list also includes our best picks. 1040.com – 1040.com offers DIY tax filing with an interview-style filing procedure and free updates from prior filings. This software offers accuracy checks, e-filing with direct deposit for fast refunds, autocomplete state returns and encrypted data security. Additionally, allows users to pay the balance with the refund for an additional fee. Avalara AvaTax – Avalara provides cloud-based tax services for businesses of all types and sizes.
Services include a real-time, advanced rate tax calculator, automatic returns filing, full multiple-entity support for every location and department across your organization as well as product taxability and address validation. For an additional charge, customers can access global calculation for international compliance, consumer use tax and landed cost calculations and automated returns filing.
Avalara also offers integration with your POS, CRM, CMS software and shopping carts. BNA Corporate Tax Analyzer – BNA Corporate Tax Analyzer automates and manages complex federal taxes. This corporate income tax management software provides a depreciation calculator, a multifunctional engine to calculate and track carryovers and carrybacks for complex tax attributes, and comprehensive, multiyear analysis for planning and decision-making.
This solution includes tax and financial documentation to meet financial requirements, such as 10K, FAS 109 and FIN 48 and the ability to accelerate or fast-track the IRS audit process with optimal results, compliance documentation assurance. Ceridian – Ceridian's payroll tax-filing services provide access to annual changes in regulatory and tax laws. The service also improves compliance with access to current payroll and tax rules and understanding of those changes to mitigate any risks. Ceridian facilitates correct and on-time payroll tax filing and customizes a business strategy with available add-ons and related payroll tax services. Community Tax – Community Tax provides full-service tax assistance as well as their specialty of debt relief.
Clients receive a dedicated tax preparer with an IRS power of attorney. The company uses IRS tax records to ensure no income or expenses are missed and members of the Community Tax review team analyze the returns to ensure quality. All returns include an audit guarantee. Credit Karma – Credit Karma offers free federal and state e-filing for an array of common filing forms.
The free software employs a Q&A style interview format to walk users through the tax process in a way that is simple to follow. Credit Karma is likely best employed by users filing for personal income tax. Drake Tax – Whether you're in the finance department of a company or run a tax practice, Drake Tax offers strong tools for completing tax returns, planning for the future and running a practice of your own. Drake Tax also includes a number of features which help transition to paperless tax preparation. EFile – eFile's tax service offers a FILucator to determine if filing is necessary and a tax calculator to ascertain if and how much of a refund may be available. EFile offers three tiers of service: from a basic return for free to the deluxe service processing returns with dependents, mortgages and retirement. The third tier includes self-employed taxpayers, itemized deductions and all other forms and schedules.
ESmart – eSmart is an extension of Liberty Tax Services. This tax service provides a credit maximizer, electronic W-2 import and live customer support online (both on the phone and in person). ESmart imports previous taxes to simplify filing and offers professional audit assistance. With eSmart, taxpayers choose from four tax-filing solutions, ranging from Free, Basic (for families), Deluxe (for investors) and Premium (for business owners).
ExacTax – ExacTax offers 1040 Individual, 1120 Corporation, 1065 Partnership, 1041 Fiduciary, 706 Estate Tax, 709 Gift Tax, 990 Exempt Organizations, 5500 Benefit Plans, all state returns, multistate returns, e-filing and more. Express Tax Refund – Express Tax Refund offers free customer support 24 hours a day, seven days a week. An IRS-authorized e-file provider, Express Tax Refund uses the most current security to ensure client privacy.
Free 1040 Tax Return – Free 1040 Tax Return offers online tax-filing service with expert customer support and systems designed with your security and privacy in mind. E-filing makes filing returns quick and safe, and receiving your refund via direct deposit fast and simple. Free Tax USA – Free Tax USA offers federal filing services at no cost. This free service includes all federal filings from simple to advanced returns and everything in between. Free Tax USA processes all major tax situations: joint filing, dependents, home ownership, itemized deductions, self-employment and more. State returns are included for a small fee. The service offers a deluxe option, at an additional charge, with audit assist, phone support and amended returns.
H&R Block – H&R Block provides clients with three different options for tax filing – in an office with a Tax Pro, online e-filing or at home with one of four tax preparation software products. With accuracy checks, easy document imports, data security and maximum refund guarantees, H&R Block offers options for all taxpayers. Intuit TurboTax – Intuit TurboTax offers clients tax preparation software with a maximum refund guarantee, a comprehensive review of completed returns and accurate calculations. With four products available, Intuit TurboTax services include data imports from other software and step-by-step help. Upgraded options included a state return, help finding deductions and valuing donations, and even creating W-2s and 1099s for employees. Jackson Hewitt – Jackson Hewitt provides clients in-office or online filing for qualifying returns. Jackson Hewitt offers a maximum refund and accuracy guarantee.
Liberty Tax – Liberty Tax offers personal and business tax preparation and the opportunity for online filing. This company guarantees maximum refunds, accurate calculations and a free double-check of returns from other providers. Liberty Tax provides year-round support and correspondence and audit assistance. ONESOURCE – The ONESOURCE platform offers user-friendly corporate tax software designed to save time, reduce errors and ensure consistency.
ONESOURCE simplifies compliance issues. The software provides global supply chain and data management and analytics.
Online Tax Pros – Online Tax Pros provides two levels of tax services: Standard and Deluxe. The tax company provides free e-filing of federal taxes and customer support.
For a small fee, clients can also file state returns and have returns reviewed by a tax professional. Power Tax – Power Tax ensures accurate tax service by keeping employees trained in the latest tax law, along with IRS training. This agency offers quick and accurate returns and refunds. From a courtesy review of the previous year's return to a computer-generated analyzation of the final return, Power Tax's professionals strive to find all the applicable deductions for your return. ProtaxLink – ProtaxLink offers IRS compliance training and updating along with ensuring tax preparers are efficiently trained for tax season. Quicken – Quicken offers several different software options to plan a budget as well as simplify, minimize, and organize taxes and deductions. Real Asset Management – Real Asset Management supplies fixed asset management software.
The Series4000 product range includes modules for fixed asset accounting, asset tracking, lease accounting and maintenance management. Sigma Tax Pro – Sigma Tax Pro serves tax professionals, providing professional tax software, including technical and tax prep support. With three options of software, Sigma Tax Pro covers services ranging from easy-to-use forms-based inputting, support for all federal and state forms, file conversion, coverage for all filing statuses, prediction mode, and instant, real-time calculations. TaxAct – TaxAct offers step-by-step, online tax preparation with three pricing options.
Data import options, free customer service and audit risk reduction are a few of the features offered. TaxAudit – TaxAudit provides audit defense through TurboTax.
In the event of an audit on a covered return, Audit Defense allows TaxAudit professionals to handle all aspects of the process for clients. Representatives are highly trained, experienced specialists who, with the audit defense service, communicate with the IRS. TaxMaster – TaxMaster, from Revenue Solutions Inc., is a tool that supports all processes of the field audit. The software features data gathering, employer data reviews, audit decisions and computations recording and more. TaxSlayer – TaxSlayer online tax preparation software provides e-file capabilities from multiple platforms: laptop, tablet and smartphone.
Professional representatives are on standby to help with questions and check returns to ensure accuracy and quick processing. Ultimate Tax – Ultimate Tax provides professional tax software for novice and seasoned tax preparers. All plans include launch pad, daily service availability and context-sensitive help. Interview mode is an included option. Ultra Tax – From Thomson Reuters comes Ultra Tax, professional tax software for tax preparers.
Mac Compatible Tax Software
Timesaving tools, multiple monitor flexibility, a checklist for instant preparation, data-sharing between returns and efficient asset entry simply the tax preparation process. UTax – uTax employs the front line of today's technology in tax software. With a built-in document manager, multioffice and multiplatform capabilities as well as a mobile application, uTax brings cutting-edge solutions to tax preparation. Vertex SMB – Vertex SMB offers income tax solutions to businesses.
Automating and streamlining tax management across the tax lifecycle helps simplify income tax management on a global scale. For tax planning, Vertex Tax Accounting uses breakthrough technology, increasing accuracy and efficiency in a secure manner. Vertex Tax Performance Engine collects detailed combinations of data with an advanced data management technology. If you’d like your company to be added to this list and possibly considered as a best pick for our next round of reviews, please email your request to:.