Free options for standard state and federal fillings. Additional options include $40-$50 for unlimited chat with a tax pro for simple questions, or upgrade to the digital Tax Pro Review service for $60-$90 to get paired with a pro who will help complete and file your return. Impressive customer support, both in-person and digitally. The most affordable way to get expert assistance.
H&R Block offers a 1:1 digital expert service called Tax Pro Review. Essentially, clients begin their tax return online and can then choose to be paired with a tax professional who will help them complete, review, and file the return. The best part? It can be purchased as a separate service for $60 to $90 (depending on the complexity of the return) rather than as part of a $150+ package like the similar TurboTax Live. Better yet, the Tax Pro service gives you the option to choose a tax expert in your local H&R office for a face-to-face chat. And if you just need simpler support, you can opt for H&R Block’s new service, Ask a Pro for $40-$50 for unlimited chat and screen-sharing with a tax expert. They won’t deep dive into your filing specifics or optimize your return like the Tax Pro Review feature, but can still answer most all tax-related questions and guide you through the process.
Best-of-breed buyers. As mentioned, most firms will need an integrated suite of applications. However, some providers do sell stand-alone options, which is especially true for time tracking, billing and accounting systems. Many buyers we’ve spoken with who seek these applications had been using pen and paper or off-the-shelf options such as Outlook to manage their needs. Reasons they decided to switch to practice management software include: