We tested each platform on mobile and desktop using the same basic tax scenarios. Here’s what we considered for each of the five categories.
Price and affordability
We looked at each price tier and how it stacked up against competitors’ similar offerings. Availability of a free option was important, but we also considered the likelihood that a user could actually file for free without being forced to upgrade. We also looked at how transparent each service was with their pricing. Services lost points if they didn’t clearly disclose costs of add-ons upfront.
Eligibility and use cases
We tested each software using the same basic filing scenarios, including simple filing with a W-2 and the standard deduction, itemized returns, investment income, rental income and small business/self-employment filings. We gave maximum points when a service could handle a broad range of filing situations without requiring extensive manual input or calculations.
Experience and ease of use
The best tax filing services make preparing your return as simple as possible. To evaluate experience and ease of use, we looked at the setup process (including whether you could simplify it by importing last year’s tax return or uploading your W-2). We also considered whether the service makes filing easier with a straightforward interview process. Each software lost points for things that make for a poor user experience, such as confusing navigation or requiring you to start over if you downgraded to a less expensive tier.
Features
Many tax software programs have an array of tools to ensure your return is accurate and maximize your refund. We have top ratings in this category for services with robust error-checking tools, audit defense services, a maximum refund guarantee and an option to receive an advance on your refund.
Expert support and tax professional access
Pretty much every filing service lets you DIY with your return, but sometimes you need professional guidance. We gave top points to services that offer access to a CPA, EA or other tax pros, as well as those that provide easy access to customer service and technical support.
Scoring approach
Each category received a score on a scale of 1 to 10. The overall score was an evenly weighted average of each category, based on performance relative to competitors and the needs of typical DIY filers, as well as those with common filing situations that require extra guidance or access to a tax professional.
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