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The result is an online tax filing system that appeals to almost everyone, including filers wary of the DIY model. It also offers on-demand access to tax experts, enrolled agents (EAs), or certified public accountants (CPAs). Its live tax expert support and Virtual Tax Preparation services are designed for hands-off filers seeking professional assistance at below-market prices. In recent tax seasons, H&R Block’s pricing and service model have veered toward the latter. Historically, H&R Block has occupied a middle ground between affordable DIY services like TaxAct and TaxSlayer and pricier, more expansive services like TurboTax. It’s ideal for a broad range of tax situations, though people with very complicated taxes may feel more comfortable walking into H&R Block’s physical tax offices and shouldering the additional cost.
Mobile Capabilities: Yes (Android and iOS apps with extensive functionality)Īlong with popular competitors such as Liberty Tax and Jackson Hewitt, H&R Block is synonymous with in-person tax preparation for many Americans.īut H&R Block also makes one of the most popular online tax preparation programs. Audit Defense: Yes complimentary in-person audit assistance (information and advice only) available to all users at no charge. Pay With Your Refund: Yes service fee applies. State Returns Included: Prices increase as Tax Day approaches free with the Free plan only $36.99 to $49.99 for each state return with all other plans. Plans: Prices increase as Tax Day approaches Free plan - free for simple situations (including EITC support) Deluxe plan - $29.99 to $49.99 for self-employed and retired filers Premium plan - $49.99 to $69.99 for investors, small-business owners, and others with complex situations Self-Employed plan - $67.99 to $109.99 for sole proprietors with significant self-employment income virtual tax preparation - variable pricing (starting at about $70 for federal), depending on situational complexity, for filers looking for hands-on help from an expert preparer live tax expert assistance adds at least $39.99 to the cost of each plan. CPA Involvement: Optional at an additional charge with the live tax experts and Virtual Tax Preparation packages (and with in-person filing at H&R Block branch offices).