The 7 Best TurboTax Alternatives in 2025
Published on November 28, 2024
TurboTax, a well-known name in tax preparation, isn't for everyone.
Users often find themselves overwhelmed by itsunexpected hike in prices. The software tends to funnel users toward more expensive options, which can inflate costs without adding real value.
The frustration doesn’t end there—technical glitches and delayed support during critical filing times leave users stranded.
For those with complex tax situations or who simply prefer a more personalized touch, TurboTax might fall short. Some individuals, like business owners or those with real estate investments, seek more tailored advice than what generic software can offer.
In this guide, we’ll walk you through some of the best TurboTax alternatives, highlighting their features, pricing, and why they might better fit your needs.
Sam's Listis a platform designed to connect you with top-tier financial professionals, including accountants, bookkeepers, and Fractional CFOs, tailored to your specific needs.
Unlike traditional tax software, Sam's List doesn't provide automated tax preparation tools. Instead, it focuses on matching you with experienced professionals who can offer personalized guidance and support.
This approach ensures that your unique financial circumstances are thoroughly understood and addressed. It provides a level of service that generic software solutions may not offer.
By using Sam's List, you gain access to a curated network of financial experts, making finding the right professional for your situation easier. This personalized matching process is beneficial if you have complex tax needs or prefer a more hands-on approach to your financial management.
When evaluating tax preparation options, it's essential to understand the distinctions between platforms like Sam's List and TurboTax to determine which aligns best with your needs.
Service Model:
Conversely, TurboTax is more cost-effective and convenient if you're comfortable with a software-guided process and have a relatively straightforward tax scenario.
Unlike software solutions, Sam’s List ensures that your specific requirements are handled by experts who understand your situation. Below, we’ll dive into the platform’s standout features and how they benefit you.
Sam’s List connects you with a curated network of accountants, bookkeepers, and Fractional CFOs. These professionals are carefully vetted to ensure you work with highly skilled individuals who can handle everything from tax preparation to financial planning.
You’ll always find the right expert to fit your requirements.
One of the biggest advantages of Sam’s List is its customization level. Instead of relying on one-size-fits-all software, you receive financial strategies tailored to your needs.
For example, business owners can work with specialists who understand industry-specific challenges, while individuals can get detailed tax planning advice to maximize deductions and minimize liabilities.
Sam’s List helps you create a long-term financial strategy. Many professionals on the platform offer services such as bookkeeping, payroll, and financial planning.
This means you can rely on the same expert year-round, building a relationship that strengthens your financial health over time.
If you’re a business owner, freelancer, or someone with multiple income streams, Sam’s List is an excellent choice. It provides access to professionals who can navigate intricate tax codes, handle real estate investments, or guide you through business acquisitions.
Their expertise ensures you won’t miss opportunities to save money or improve your financial standing.
With Sam’s List, the professionals handle everything for you. This allows you to focus on what matters most—growing your business or enjoying your personal life—without worrying about financial details.
Unlike many platforms that charge subscription fees or operate on a commission-based model,Sam’s List is currently free for users.
This means you can explore, research, and connect with financial professionals without worrying about upfront costs.
While it’s free for you to explore the site, research professionals, and even book initial calls,the payment for services goes directly to the accountant, bookkeeper, CPA, or Fractional CFO you choose to work with.Sam’s List doesn’t charge you or take a commission from your transactions.
So, are you ready to find the perfect financial professional for your needs? ExploreSam’s List todayand connect with experts who can simplify your finances and help you reach your goals.
H&R Blockprovides a flexible and user-friendly approach to tax preparation, making it an excellent option for those who prefer to handle their taxes alone or need professional help.
You can choose to file on your ownusing their online platform, which guides you step-by-step and allows you to upload documents directly from your phone, tablet, or computer. If you feel uncertain, their live expert assistance ensures you’re never left guessing.
If you’d rather leave the heavy lifting to a professional,you can work with a tax pro virtually or in person, depending on your convenience.
H&R Block offers significant advantages over TurboTax, especially when it comes to cost and flexibility.For starters, H&R Block’s free filing option includes more forms than TurboTax, making it an excellent choice if your tax situation is slightly more complicated but doesn’t warrant an upgrade to a paid plan.
Additionally, H&R Block provides real-time access to tax experts at a lower price point than TurboTax. If you need help during the filing process, you can get assistance immediately without breaking the bank.
For those who prefer a professional to handle everything, H&R Block’s full-service preparation lets you work with experienced tax pros who specialize in more complex scenarios, such as deductions, investments, or self-employment income.
Lastly,H&R Block’s transparent pricingeliminates the surprise fees that often frustrate TurboTax users.
With H&R Block, you have the freedom to choose how you want to file your taxes:
Unlike TurboTax, H&R Block’s free tier includes more forms, making it easier for you to file slightly complex returns without upgrading. For example, if you’re claiming childcare credits or student loan interest deductions, you can still file for free.
H&R Block ensures you’re never alone in the tax preparation process. If you have questions or run into issues, their live tax experts and AI-driven tools provide immediate support. This helps you feel confident that your taxes are being handled accurately.
If your taxes are more complicated—like if you’re self-employed or an investor—H&R Block’s professional services are a game-changer. Their tax pros can handle everything for you, ensuring you don’t miss out on deductions or make costly errors. You can also opt for in-person or virtual appointments, depending on what’s most convenient for you.
One of H&R Block’s standout features is its transparent pricing. You’ll know exactly what you’re paying upfront, whether you’re filing on your own, with assistance, or through a tax pro. This clarity helps you avoid the frustration of hidden fees and unexpected costs.
H&R Block makes it simple to upload and organize your tax documents. You can securely upload W-2s, 1099s, and other forms from your phone, tablet, or computer, saving you time and ensuring that everything is in one place.
TaxActis a versatile tax preparation platform designed to cater to a wide range of users, from first-time filers to seasoned professionals.You can start with their free plan, which supports simple taxes like W-2 income, unemployment benefits, and Child Tax Credit claims.
For more complex returns, TaxAct offers tiered plans that include additional features tailored to specific needs, such as homeowner deductions, investments, and self-employment income.
You can also add Live Tax Advice to any plan, giving you access to expert guidance when needed.
If you’ve found TurboTax to be pricey or limited in its free filing options, TaxAct offers a welcome change.Their free plan covers more forms than TurboTax, making it a great choice for students, parents claiming the Child Tax Credit, and unemployed individuals. Even their premium plans, like Deluxe and Premier, come at a fraction of the cost of TurboTax’s comparable options.
Another reason to consider TaxAct is its transparent pricing structure.You’ll know exactly what you’re paying upfront, whether filing a simple return or managing more complicated deductions and income sources. With no hidden fees and the ability to add expert assistance for a reasonable cost, TaxAct ensures you’re in control of your tax preparation experience.
Finally, TaxAct’s guarantees give you peace of mind. Their Maximum Refund Guarantee ensures you get every dollar you’re entitled to, while their $100k Accuracy Guarantee protects you against calculation errors. These features make TaxAct a reliable and budget-friendly alternative to TurboTax.
With TaxAct, you can choose how you want to file. If you’re comfortable managing your taxes independently, their step-by-step online platform guides you through the process with clear instructions and helpful tips.
For added assurance, you can opt forLive Tax Advice, giving you access to a tax expert who can answer your questions in real-time.
TaxAct prides itself on keeping things straightforward. Unlike TurboTax, which often leads users toward more expensive plans, TaxAct provides clear pricing upfront.
You’ll never face unexpected charges, and their plans cost up to 61% less than TurboTax’s equivalent tiers. This makes TaxAct an excellent choice to save money without sacrificing quality.
TaxAct guarantees you’ll get the largest refund possible, and they stand by their calculations with a $100k Accuracy Guarantee.
If their system makes an error, they’ll cover the cost, giving you confidence and protection as you file.
FreeTaxUSA is an online tax preparation service that offers a cost-effective solution for filing your federal and state tax returns. With a user-friendly interface, it guides you through the tax filing process step by step, ensuring you can complete your return accurately and efficiently. The platform supports a wide range of tax situations, including itemized deductions, self-employment income, and investment income, making it suitable for both simple and complex returns.
One of the standout features of FreeTaxUSA is its transparent and affordable pricing structure. Federal tax returns are free to file, regardless of the complexity of your tax situation. State tax returns are available for a flat fee of $14.99 per state. This straightforward pricing ensures you won't encounter unexpected costs as you progress through the filing process.
For those seeking additional support, FreeTaxUSA offers a Deluxe edition for $7.99, which includes priority support, live chat assistance, and unlimited amended returns. This upgrade provides extra peace of mind, especially if you anticipate needing to make changes to your return after filing.
Why FreeTaxUSA Is a Good Alternative to TurboTax
If you're looking for a more affordable alternative to TurboTax, FreeTaxUSA is an excellent choice. While TurboTax charges based on the complexity of your tax situation, FreeTaxUSA offers free federal filing for all users, regardless of the forms or schedules required. This can result in significant savings, especially for those with more complex tax situations.
Additionally, FreeTaxUSA's flat fee for state returns is often lower than TurboTax's state filing fees, further enhancing its cost-effectiveness. The platform's straightforward pricing and comprehensive support for various tax situations make it a compelling alternative for budget-conscious filers.
FreeTaxUSA supports all major IRS forms and schedules, including self-employment income, rental income, and capital gains.
This ensures you can accurately report your income and deductions, regardless of your tax situation.
The platform provides a guided, step-by-step process that simplifies tax preparation.
It asks straightforward questions and fills out the necessary forms based on your responses, making it accessible even for first-time filers.
FreeTaxUSA employs robust security measures, including data encryption and secure servers, to protect your personal and financial information throughout the filing process.
The platform offers customer support via email and, with the Deluxe edition, live chat. This ensures you can get assistance when you need it, helping to resolve any questions or issues that may arise during the filing process.
FreeTaxUSA offers one of the most affordable and transparent pricing structures in the tax preparation market.Federal tax filing is completely free for all users, regardless of the complexity of your return, and state tax returns are available at a flat rate of$14.99 per state.
This pricing applies across all tax situations, including those with rental income, investments, or self-employment income.
Here’s a breakdown of the features included in FreeTaxUSA’s pricing:
Plus, your data is safe—FreeTaxUSA does not sell your personal information to third parties, ensuring your privacy is protected.
TaxSlayeris a comprehensive tax preparation platform designed to simplify the filing process for individuals with varying tax situations.
One of the standout features of TaxSlayer is its user-friendly interface, which allows you to import your W-2 forms and previous tax returns seamlessly. This integration minimizes manual data entry, reducing the likelihood of errors and saving you valuable time.
Additionally, TaxSlayer offers a mobile app, enabling you to manage your tax information and file your return directly from your smartphone or tablet, providing flexibility and convenience.
One of the primary advantages is its transparent and affordable pricing structure. For instance, the Classic plan is priced at $22.95, significantly lower than TurboTax's comparable offerings.
This affordability extends across all plan tiers.
Moreover, TaxSlayer provides comprehensive support for various tax situations without requiring you to upgrade to higher-priced plans. The Classic plan covers all IRS forms, credits, and deductions, ensuring you can accurately access the tools to file your return, regardless of complexity.
Additionally, TaxSlayer offers robust customer support options, including phone and email assistance, live chat, and access to tax professionals, depending on the plan you choose.
TaxSlayer's intuitive design guides you through the tax preparation process with clear instructions and helpful prompts. The platform allows for easy import of W-2 forms and previous tax returns, streamlining data entry and reducing the potential for errors.
With the TaxSlayer mobile app, you can prepare and file your taxes directly from your smartphone or tablet. This flexibility enables you to manage your tax information on the go, making the filing process more convenient.
The platform includes tools to help identify deductions and credits you may qualify for, ensuring you maximize your refund. This feature is particularly beneficial for individuals with complex tax situations who may be unaware of all available tax benefits.
Depending on your chosen plan, TaxSlayer offers various support options, including phone and email assistance, live chat, and access to tax professionals. This support network ensures you have the necessary resources to address any questions or issues that may arise during the filing process.
Cash App Taxesis a free tax filing service integrated within the Cash App platform, designed to simplify the tax preparation process for users. It offers a user-friendly interface that guides you through each step, ensuring accurate and efficient filing of federal and state tax returns. The service supports various tax situations, including deductions, credits, and income from investments or self-employment, making it suitable for various financial scenarios.
One of the standout features of Cash App Taxes is its commitment to being entirely free. Unlike many other tax preparation services that charge fees based on the complexity of your return, Cash App Taxes allows you to file both federal and state returns at no cost, regardless of your tax situation. This approach ensures that you can maximize your refund without incurring additional expenses.
Additionally, Cash App Taxes offers a seamless integration with the Cash App platform, allowing you to deposit your tax refund directly into your Cash App account.
Cash App Taxes presents a compelling alternative to TurboTax if you're seeking a cost-effective and straightforward tax preparation solution.
One of the primary advantages is its free service for federal and state tax filings, regardless of the complexity of your return. In contrast, TurboTax often charges fees based on the forms and schedules required, which can add up for more complex tax situations.
Moreover, Cash App Taxes provides a user-friendly experience with step-by-step guidance, making it accessible even for first-time filers. The integration with Cash App allows for quick and secure deposit of your tax refund, often faster than traditional banking methods.
Cash App Taxes allows you to file federal and state tax returns at no cost, regardless of the complexity of your tax situation. This includes support for various forms and schedules, such as self-employment income, investments, and itemized deductions.
The platform provides a guided, step-by-step process that simplifies tax preparation. It asks straightforward questions and fills out the necessary forms based on your responses, making it accessible even for first-time filers.
By depositing your tax refund directly into your Cash App account, you can access your funds up to five days earlier than with many traditional banks.
This feature provides quicker access to your money, enhancing your financial flexibility.
Cash App Taxes employs 128-bit or higher encryption to protect the transmission of your data.
As an authorized IRS e-file provider, it complies with security, privacy, and business standards set by the IRS, ensuring your personal and financial information is safeguarded throughout the filing process.
This transparent and cost-effective approach makes it an excellent alternative to other tax preparation services that may charge fees based on the forms and schedules required.
Xendoois an online accounting and bookkeeping service for small to medium-sized businesses.
By integrating with platforms like QuickBooks Online and Xero, Xendoo offers a seamless experience, ensuring your financial data is organized and accessible.
Their dedicated team of bookkeepers and CPAs provides personalized support, handling tasks such as bookkeeping, tax preparation, and financial reporting, allowing you to focus on growing your business.
While TurboTax is a popular choice for individual tax preparation, Xendoo offers a more comprehensive solution for business owners.
Xendoo's services go beyond tax filing by providing ongoing bookkeeping, financial reporting, and strategic tax planning throughout the year. This proactive approach ensures your business remains tax-ready and compliant, potentially leading to significant tax savings.
Additionally, Xendoo's integration with accounting software and dedicated support team offers a more personalized and efficient experience than TurboTax's self-service model.
When you choose Xendoo, you’re paired with a dedicated team of professional bookkeepers and CPAs who take the time to understand your business.
This team ensures your financial records are accurate and up-to-date, saving you weekly work hours.
Unlike many platforms that provide monthly or sporadic updates, Xendoo reconciles your transactions weekly. This frequent attention ensures your books are always current, giving you the clarity and confidence to make informed business decisions anytime.
Each month, Xendoo delivers comprehensive financial statements, including profit and loss reports, balance sheets, and cash flow summaries. These reports are designed to help you understand your financial health at a glance.
Xendoo’s team ensures your business taxes are prepared and filed on time, with every deduction and credit accounted for. Whether your business uses cash or accrual accounting, their experts ensure compliance with tax laws while strategically minimizing your tax burden. This proactive approach means no surprises when tax season arrives.
Xendoo integrates with QuickBooks Online and Xero, two of the most popular accounting platforms. This ensures that your financial data flows smoothly between tools, keeping your processes efficient and consistent. If you already use these platforms, Xendoo enhances them with professional bookkeeping and reporting services.
Finding the right TurboTax alternative means choosing a platform that saves you money and addresses your specific needs.
Here are some key factors to consider, with examples to help you make an informed decision.
If your tax situation involves complexities like business ownership, multiple income streams, or real estate investments, you’ll benefit from a platform that offerspersonalized support from financial experts.
For example,Sam’s Listconnects you with vetted accountants, bookkeepers, and CPAs specializing in your needs. Instead of relying on automated tools, you get human expertise to handle tricky situations like maximizing deductions or planning for future tax savings.
For instance, if you’re a small business owner navigating self-employment taxes, Sam’s List can match you with an accountant who understands your industry. This ensures your books are in order and your taxes are filed correctly, saving you time and potential penalties.
An effective TurboTax alternative should cover all IRS forms, credits, and deductions—without requiring costly upgrades.
Platforms like TaxSlayer and TaxAct offer this. Additionally, Sam’s List goes a step further by matching you with specialists who excel in complex areas like self-employment, property income, or investment reporting.
Instead of navigating complex forms yourself, you’ll work with someone who knows exactly how to optimize your return.
While TurboTax focuses on seasonal tax filing, some alternatives offer year-round support for bookkeeping, payroll, and financial planning. This is especially important for business owners or individuals with ongoing tax obligations.
These platforms allow the establishing of long-term relationships with financial professionals who can help manage quarterly payments, track expenses, and prepare for future tax seasons.
If you prefer filing taxes yourself, your alternative should have an intuitive, easy-to-use platform.
Look for features like step-by-step guidance, document uploads, and error-checking tools.
Platforms like H&R Block and TaxAct excel in this area, offering user-friendly dashboards that simplify even complex tax situations.
If you’re self-employed, your tax needs are unique. A good TurboTax alternative should offer features like support for 1099 income, Schedule C forms, and expense tracking.
Sam’s List makes this even easier by connecting you with accountants specializing in freelance and gig economy taxes. Instead of struggling to understand deductions for home offices or equipment, you’ll get expert guidance tailored to your needs.
Here is a table comparing the scores of each alternative:
Sam’s List is a top TurboTax alternative, offering a personalized and human-centered approach to tax preparation and financial management.
Instead of relying on generic software,you gain access to a comprehensive network of vetted accountants, bookkeepers, and Fractional CFOswho are experts in handling complex financial situations.
When you choose Sam’s List, you’re building a partnership with experienced financial experts dedicated to maximizing your tax savings and ensuring compliance.
What truly sets Sam’s List apart is our commitment to transparency and ease of use. Our platform allows you to explore detailed profiles of professionals, including their expertise and client reviews.
You can compare options and connect directly with the financial expert that best aligns with your needs, eliminating the guesswork of finding reliable help.
Ready to take the stress out of taxes?Find your perfect CPA or financial expert today withSam’s Listand experience tax preparation done right—personalized, professional, and precise.
Users often find themselves overwhelmed by itsunexpected hike in prices. The software tends to funnel users toward more expensive options, which can inflate costs without adding real value.
The frustration doesn’t end there—technical glitches and delayed support during critical filing times leave users stranded.
For those with complex tax situations or who simply prefer a more personalized touch, TurboTax might fall short. Some individuals, like business owners or those with real estate investments, seek more tailored advice than what generic software can offer.
In this guide, we’ll walk you through some of the best TurboTax alternatives, highlighting their features, pricing, and why they might better fit your needs.
7 Best Alternatives to TurboTax in 2024
Alternative #1: Sam’s List
Sam's Listis a platform designed to connect you with top-tier financial professionals, including accountants, bookkeepers, and Fractional CFOs, tailored to your specific needs.
Unlike traditional tax software, Sam's List doesn't provide automated tax preparation tools. Instead, it focuses on matching you with experienced professionals who can offer personalized guidance and support.
This approach ensures that your unique financial circumstances are thoroughly understood and addressed. It provides a level of service that generic software solutions may not offer.
By using Sam's List, you gain access to a curated network of financial experts, making finding the right professional for your situation easier. This personalized matching process is beneficial if you have complex tax needs or prefer a more hands-on approach to your financial management.
Sam’s List vs. TurboTax: How Do They Compare?
When evaluating tax preparation options, it's essential to understand the distinctions between platforms like Sam's List and TurboTax to determine which aligns best with your needs.
Service Model:
- Sam's List:This platform connects you with financial professionals, such as accountants and bookkeepers, offering personalized, human-driven assistance tailored to your financial situation.
- TurboTax:A software-based solution that guides you through tax preparation using an intuitive interface, with options to consult tax experts for an additional fee.
- Sam's List:Ideal for individuals or businesses with complex tax scenarios requiring customized advice and strategic planning.
- TurboTax:Suitable for straightforward tax situations; while it can handle more complex returns, it may not provide the depth of personalized guidance that a dedicated professional offers.
- Sam's List:Costs vary based on the professional's rates and the scope of services provided, potentially leading to higher expenses but offering comprehensive, tailored support.
- TurboTax:Offers a range of pricing tiers, from free options for simple returns to higher-priced packages for more complex needs, with additional fees for expert assistance.
- Sam's List:Provides direct access to financial professionals, ensuring personalized support and the opportunity to build an ongoing advisory relationship.
- TurboTax:Offers customer support and access to tax experts, though the interaction may be less personalized than working directly with a dedicated professional.
Conversely, TurboTax is more cost-effective and convenient if you're comfortable with a software-guided process and have a relatively straightforward tax scenario.
Sam’s List Features and Benefits
Unlike software solutions, Sam’s List ensures that your specific requirements are handled by experts who understand your situation. Below, we’ll dive into the platform’s standout features and how they benefit you.
1. Access to a Network of Experts
Sam’s List connects you with a curated network of accountants, bookkeepers, and Fractional CFOs. These professionals are carefully vetted to ensure you work with highly skilled individuals who can handle everything from tax preparation to financial planning.
You’ll always find the right expert to fit your requirements.
2. Tailored Financial Solutions
One of the biggest advantages of Sam’s List is its customization level. Instead of relying on one-size-fits-all software, you receive financial strategies tailored to your needs.
For example, business owners can work with specialists who understand industry-specific challenges, while individuals can get detailed tax planning advice to maximize deductions and minimize liabilities.
3. Comprehensive Support Beyond Tax Season
Sam’s List helps you create a long-term financial strategy. Many professionals on the platform offer services such as bookkeeping, payroll, and financial planning.
This means you can rely on the same expert year-round, building a relationship that strengthens your financial health over time.
4. Ideal for Complex Financial Needs
If you’re a business owner, freelancer, or someone with multiple income streams, Sam’s List is an excellent choice. It provides access to professionals who can navigate intricate tax codes, handle real estate investments, or guide you through business acquisitions.
Their expertise ensures you won’t miss opportunities to save money or improve your financial standing.
5. Time-Saving and Convenient
With Sam’s List, the professionals handle everything for you. This allows you to focus on what matters most—growing your business or enjoying your personal life—without worrying about financial details.
Sam’s List Pricing
Unlike many platforms that charge subscription fees or operate on a commission-based model,Sam’s List is currently free for users.
This means you can explore, research, and connect with financial professionals without worrying about upfront costs.
While it’s free for you to explore the site, research professionals, and even book initial calls,the payment for services goes directly to the accountant, bookkeeper, CPA, or Fractional CFO you choose to work with.Sam’s List doesn’t charge you or take a commission from your transactions.
So, are you ready to find the perfect financial professional for your needs? ExploreSam’s List todayand connect with experts who can simplify your finances and help you reach your goals.
Alternative #2: H&R Block
H&R Blockprovides a flexible and user-friendly approach to tax preparation, making it an excellent option for those who prefer to handle their taxes alone or need professional help.
You can choose to file on your ownusing their online platform, which guides you step-by-step and allows you to upload documents directly from your phone, tablet, or computer. If you feel uncertain, their live expert assistance ensures you’re never left guessing.
If you’d rather leave the heavy lifting to a professional,you can work with a tax pro virtually or in person, depending on your convenience.
Why H&R Block Is a Good Alternative to TurboTax
H&R Block offers significant advantages over TurboTax, especially when it comes to cost and flexibility.For starters, H&R Block’s free filing option includes more forms than TurboTax, making it an excellent choice if your tax situation is slightly more complicated but doesn’t warrant an upgrade to a paid plan.
Additionally, H&R Block provides real-time access to tax experts at a lower price point than TurboTax. If you need help during the filing process, you can get assistance immediately without breaking the bank.
For those who prefer a professional to handle everything, H&R Block’s full-service preparation lets you work with experienced tax pros who specialize in more complex scenarios, such as deductions, investments, or self-employment income.
Lastly,H&R Block’s transparent pricingeliminates the surprise fees that often frustrate TurboTax users.
H&R Block Features and Benefits
1. Flexible Filing Options
With H&R Block, you have the freedom to choose how you want to file your taxes:
- File on Your Own:If you’re confident in handling your taxes, H&R Block’s online platform provides step-by-step guidance. You can upload your documents easily from any device and file at your own pace.
- File with Expert Help:If you need assistance, you can get real-time support from a live tax expert or use their AI Tax Assistant to guide you. This option is perfect for slightly more complex situations where you need extra assurance.
- Let a Tax Pro Handle It:For those who want a hands-off experience, H&R Block allows you to work directly with a tax professional. You can connect with them in person or virtually and even request to work with the same pro year after year.
2. Comprehensive Free Filing
Unlike TurboTax, H&R Block’s free tier includes more forms, making it easier for you to file slightly complex returns without upgrading. For example, if you’re claiming childcare credits or student loan interest deductions, you can still file for free.
3. Expert Assistance at Every Step
H&R Block ensures you’re never alone in the tax preparation process. If you have questions or run into issues, their live tax experts and AI-driven tools provide immediate support. This helps you feel confident that your taxes are being handled accurately.
4. Personalized Professional Services
If your taxes are more complicated—like if you’re self-employed or an investor—H&R Block’s professional services are a game-changer. Their tax pros can handle everything for you, ensuring you don’t miss out on deductions or make costly errors. You can also opt for in-person or virtual appointments, depending on what’s most convenient for you.
5. Transparent Pricing
One of H&R Block’s standout features is its transparent pricing. You’ll know exactly what you’re paying upfront, whether you’re filing on your own, with assistance, or through a tax pro. This clarity helps you avoid the frustration of hidden fees and unexpected costs.
6. Easy Document Management
H&R Block makes it simple to upload and organize your tax documents. You can securely upload W-2s, 1099s, and other forms from your phone, tablet, or computer, saving you time and ensuring that everything is in one place.
H&R Block Pricing
1. File on Your Own
- Starting at $0(federal + state for simple returns)
- Includes more free forms than TurboTax
- Features easy document uploads and self-paced tax preparation tools
2. File Taxes With Expert Help
- Starting at $55+ $49 per state filed
- Get real-time assistance from live experts and AI tools
- Designed for more complex tax situations, such as deductions, investments, or self-employment income
3. Let a Tax Pro File for You
- Starting at $89+ additional state fees
- Work with a tax professional in person or virtually
- Save time with secure document uploads or drop-offs
- Option to request the same pro year after year
Alternative #3: TaxAct
TaxActis a versatile tax preparation platform designed to cater to a wide range of users, from first-time filers to seasoned professionals.You can start with their free plan, which supports simple taxes like W-2 income, unemployment benefits, and Child Tax Credit claims.
For more complex returns, TaxAct offers tiered plans that include additional features tailored to specific needs, such as homeowner deductions, investments, and self-employment income.
You can also add Live Tax Advice to any plan, giving you access to expert guidance when needed.
Why TaxAct Is a Good Alternative to TurboTax
If you’ve found TurboTax to be pricey or limited in its free filing options, TaxAct offers a welcome change.Their free plan covers more forms than TurboTax, making it a great choice for students, parents claiming the Child Tax Credit, and unemployed individuals. Even their premium plans, like Deluxe and Premier, come at a fraction of the cost of TurboTax’s comparable options.
Another reason to consider TaxAct is its transparent pricing structure.You’ll know exactly what you’re paying upfront, whether filing a simple return or managing more complicated deductions and income sources. With no hidden fees and the ability to add expert assistance for a reasonable cost, TaxAct ensures you’re in control of your tax preparation experience.
Finally, TaxAct’s guarantees give you peace of mind. Their Maximum Refund Guarantee ensures you get every dollar you’re entitled to, while their $100k Accuracy Guarantee protects you against calculation errors. These features make TaxAct a reliable and budget-friendly alternative to TurboTax.
TaxAct Features and Benefits
1. Flexible Filing Options
With TaxAct, you can choose how you want to file. If you’re comfortable managing your taxes independently, their step-by-step online platform guides you through the process with clear instructions and helpful tips.
For added assurance, you can opt forLive Tax Advice, giving you access to a tax expert who can answer your questions in real-time.
2. Affordability and Transparency
TaxAct prides itself on keeping things straightforward. Unlike TurboTax, which often leads users toward more expensive plans, TaxAct provides clear pricing upfront.
You’ll never face unexpected charges, and their plans cost up to 61% less than TurboTax’s equivalent tiers. This makes TaxAct an excellent choice to save money without sacrificing quality.
3. Maximum Refund and Accuracy Guarantees
TaxAct guarantees you’ll get the largest refund possible, and they stand by their calculations with a $100k Accuracy Guarantee.
If their system makes an error, they’ll cover the cost, giving you confidence and protection as you file.
TaxAct Pricing
- Free Plan:$0 for federal returns, with state returns available for an additional fee. Ideal for W-2 employees, students, and basic deductions.
- Deluxe Plan:$29.99 for federal returns, with state returns available for an additional fee. Includes features like homeowner deductions and childcare expenses.
- Premier Plan:$49.99 for federal returns, with state returns available for an additional fee. It’s designed for investors, property owners, and those selling a home.
- Self-Employed Plan:$69.99 for federal returns, with state returns available for an additional fee. Perfect for freelancers, gig workers, and LLC owners.
Alternative #4: FreeTaxUSA
FreeTaxUSA is an online tax preparation service that offers a cost-effective solution for filing your federal and state tax returns. With a user-friendly interface, it guides you through the tax filing process step by step, ensuring you can complete your return accurately and efficiently. The platform supports a wide range of tax situations, including itemized deductions, self-employment income, and investment income, making it suitable for both simple and complex returns.
One of the standout features of FreeTaxUSA is its transparent and affordable pricing structure. Federal tax returns are free to file, regardless of the complexity of your tax situation. State tax returns are available for a flat fee of $14.99 per state. This straightforward pricing ensures you won't encounter unexpected costs as you progress through the filing process.
For those seeking additional support, FreeTaxUSA offers a Deluxe edition for $7.99, which includes priority support, live chat assistance, and unlimited amended returns. This upgrade provides extra peace of mind, especially if you anticipate needing to make changes to your return after filing.
Why FreeTaxUSA Is a Good Alternative to TurboTax
If you're looking for a more affordable alternative to TurboTax, FreeTaxUSA is an excellent choice. While TurboTax charges based on the complexity of your tax situation, FreeTaxUSA offers free federal filing for all users, regardless of the forms or schedules required. This can result in significant savings, especially for those with more complex tax situations.
Additionally, FreeTaxUSA's flat fee for state returns is often lower than TurboTax's state filing fees, further enhancing its cost-effectiveness. The platform's straightforward pricing and comprehensive support for various tax situations make it a compelling alternative for budget-conscious filers.
FreeTaxUSA Features and Benefits
1. Comprehensive Tax Support
FreeTaxUSA supports all major IRS forms and schedules, including self-employment income, rental income, and capital gains.
This ensures you can accurately report your income and deductions, regardless of your tax situation.
2. User-Friendly Interface
The platform provides a guided, step-by-step process that simplifies tax preparation.
It asks straightforward questions and fills out the necessary forms based on your responses, making it accessible even for first-time filers.
3. Data Security
FreeTaxUSA employs robust security measures, including data encryption and secure servers, to protect your personal and financial information throughout the filing process.
4. Customer Support
The platform offers customer support via email and, with the Deluxe edition, live chat. This ensures you can get assistance when you need it, helping to resolve any questions or issues that may arise during the filing process.
FreeTaxUSA Pricing
FreeTaxUSA offers one of the most affordable and transparent pricing structures in the tax preparation market.Federal tax filing is completely free for all users, regardless of the complexity of your return, and state tax returns are available at a flat rate of$14.99 per state.
This pricing applies across all tax situations, including those with rental income, investments, or self-employment income.
Here’s a breakdown of the features included in FreeTaxUSA’s pricing:
- Federal Tax Return:$0
- State Tax Return:$14.99 per state
- E-File:$0
- Customer Support:$0
- Printable Tax Return:$0
- Tax Extension Filing:$0
- Deluxe Edition:$7.99 for priority support, live chat assistance, and unlimited amended returns.
- Pro Support:$39.99 for one-on-one assistance from a tax professional.
Plus, your data is safe—FreeTaxUSA does not sell your personal information to third parties, ensuring your privacy is protected.
Alternative #5: TaxSlayer
TaxSlayeris a comprehensive tax preparation platform designed to simplify the filing process for individuals with varying tax situations.
One of the standout features of TaxSlayer is its user-friendly interface, which allows you to import your W-2 forms and previous tax returns seamlessly. This integration minimizes manual data entry, reducing the likelihood of errors and saving you valuable time.
Additionally, TaxSlayer offers a mobile app, enabling you to manage your tax information and file your return directly from your smartphone or tablet, providing flexibility and convenience.
Why TaxSlayer Is a Good Alternative to TurboTax
One of the primary advantages is its transparent and affordable pricing structure. For instance, the Classic plan is priced at $22.95, significantly lower than TurboTax's comparable offerings.
This affordability extends across all plan tiers.
Moreover, TaxSlayer provides comprehensive support for various tax situations without requiring you to upgrade to higher-priced plans. The Classic plan covers all IRS forms, credits, and deductions, ensuring you can accurately access the tools to file your return, regardless of complexity.
Additionally, TaxSlayer offers robust customer support options, including phone and email assistance, live chat, and access to tax professionals, depending on the plan you choose.
TaxSlayer Features and Benefits
1. User-Friendly Interface
TaxSlayer's intuitive design guides you through the tax preparation process with clear instructions and helpful prompts. The platform allows for easy import of W-2 forms and previous tax returns, streamlining data entry and reducing the potential for errors.
2. Mobile Accessibility
With the TaxSlayer mobile app, you can prepare and file your taxes directly from your smartphone or tablet. This flexibility enables you to manage your tax information on the go, making the filing process more convenient.
3. Deduction and Credit Finder
The platform includes tools to help identify deductions and credits you may qualify for, ensuring you maximize your refund. This feature is particularly beneficial for individuals with complex tax situations who may be unaware of all available tax benefits.
4. Robust Customer Support
Depending on your chosen plan, TaxSlayer offers various support options, including phone and email assistance, live chat, and access to tax professionals. This support network ensures you have the necessary resources to address any questions or issues that may arise during the filing process.
TaxSlayer Pricing
- Simply Free:$0 for federal and one state return. Designed for simple tax situations with basic 1040 filings.
- Classic:$22.95 for federal return; state returns are additional. Supports all tax situations, including all IRS forms, credits, and deductions.
- Premium:$42.95 for federal return; state returns are additional. Includes all Classic features plus priority support, live chat, and access to tax professionals.
- Self-Employed:$52.95 for federal return; state returns are additional. Offers all Premium features plus specialized support for self-employed individuals, including assistance with 1099 income and Schedule C filings.
Alternative #6: Cash App Taxes
Cash App Taxesis a free tax filing service integrated within the Cash App platform, designed to simplify the tax preparation process for users. It offers a user-friendly interface that guides you through each step, ensuring accurate and efficient filing of federal and state tax returns. The service supports various tax situations, including deductions, credits, and income from investments or self-employment, making it suitable for various financial scenarios.
One of the standout features of Cash App Taxes is its commitment to being entirely free. Unlike many other tax preparation services that charge fees based on the complexity of your return, Cash App Taxes allows you to file both federal and state returns at no cost, regardless of your tax situation. This approach ensures that you can maximize your refund without incurring additional expenses.
Additionally, Cash App Taxes offers a seamless integration with the Cash App platform, allowing you to deposit your tax refund directly into your Cash App account.
Why Cash App Taxes Is a Good Alternative to TurboTax
Cash App Taxes presents a compelling alternative to TurboTax if you're seeking a cost-effective and straightforward tax preparation solution.
One of the primary advantages is its free service for federal and state tax filings, regardless of the complexity of your return. In contrast, TurboTax often charges fees based on the forms and schedules required, which can add up for more complex tax situations.
Moreover, Cash App Taxes provides a user-friendly experience with step-by-step guidance, making it accessible even for first-time filers. The integration with Cash App allows for quick and secure deposit of your tax refund, often faster than traditional banking methods.
Cash App Taxes Features and Benefits
1. Completely Free Filing
Cash App Taxes allows you to file federal and state tax returns at no cost, regardless of the complexity of your tax situation. This includes support for various forms and schedules, such as self-employment income, investments, and itemized deductions.
2. User-Friendly Interface
The platform provides a guided, step-by-step process that simplifies tax preparation. It asks straightforward questions and fills out the necessary forms based on your responses, making it accessible even for first-time filers.
3. Fast Refund Access
By depositing your tax refund directly into your Cash App account, you can access your funds up to five days earlier than with many traditional banks.
This feature provides quicker access to your money, enhancing your financial flexibility.
4. Robust Security Measures
Cash App Taxes employs 128-bit or higher encryption to protect the transmission of your data.
As an authorized IRS e-file provider, it complies with security, privacy, and business standards set by the IRS, ensuring your personal and financial information is safeguarded throughout the filing process.
Cash App Taxes Pricing
- Federal Tax Return:$0
- State Tax Return:$0
This transparent and cost-effective approach makes it an excellent alternative to other tax preparation services that may charge fees based on the forms and schedules required.
Alternative #7: Xendoo
Xendoois an online accounting and bookkeeping service for small to medium-sized businesses.
By integrating with platforms like QuickBooks Online and Xero, Xendoo offers a seamless experience, ensuring your financial data is organized and accessible.
Their dedicated team of bookkeepers and CPAs provides personalized support, handling tasks such as bookkeeping, tax preparation, and financial reporting, allowing you to focus on growing your business.
Why Xendoo Is a Good Alternative to TurboTax
While TurboTax is a popular choice for individual tax preparation, Xendoo offers a more comprehensive solution for business owners.
Xendoo's services go beyond tax filing by providing ongoing bookkeeping, financial reporting, and strategic tax planning throughout the year. This proactive approach ensures your business remains tax-ready and compliant, potentially leading to significant tax savings.
Additionally, Xendoo's integration with accounting software and dedicated support team offers a more personalized and efficient experience than TurboTax's self-service model.
Xendoo Features and Benefits
1. Dedicated Bookkeeping Team
When you choose Xendoo, you’re paired with a dedicated team of professional bookkeepers and CPAs who take the time to understand your business.
This team ensures your financial records are accurate and up-to-date, saving you weekly work hours.
2. Weekly Bookkeeping Updates
Unlike many platforms that provide monthly or sporadic updates, Xendoo reconciles your transactions weekly. This frequent attention ensures your books are always current, giving you the clarity and confidence to make informed business decisions anytime.
3. Monthly Financial Reporting
Each month, Xendoo delivers comprehensive financial statements, including profit and loss reports, balance sheets, and cash flow summaries. These reports are designed to help you understand your financial health at a glance.
4. Tax Preparation and Filing
Xendoo’s team ensures your business taxes are prepared and filed on time, with every deduction and credit accounted for. Whether your business uses cash or accrual accounting, their experts ensure compliance with tax laws while strategically minimizing your tax burden. This proactive approach means no surprises when tax season arrives.
5. Integration With Leading Accounting Software
Xendoo integrates with QuickBooks Online and Xero, two of the most popular accounting platforms. This ensures that your financial data flows smoothly between tools, keeping your processes efficient and consistent. If you already use these platforms, Xendoo enhances them with professional bookkeeping and reporting services.
Xendoo Pricing
- Essential Plan:$355 per month (billed annually), suitable for businesses with up to $50,000 monthly expenses. Includes up to 4 bank or credit card accounts, weekly bookkeeping, a dedicated bookkeeping team, cash basis accounting, and one integration.
- Growth Plan:$625 per month (billed annually), designed for businesses with up to $75,000 monthly expenses. Offers all features in the Essential Plan, plus support for up to 6 bank or credit card accounts, choice of cash or modified accrual accounting, semi-annual tax consultations, and two integrations.
- Scale Plan:$895 per month (billed annually), ideal for businesses with up to $125,000 monthly expenses. Includes all features from the Essential and Growth Plans, support for up to 12 bank or credit card accounts, a custom chart of accounts, bi-weekly calls, and up to four integrations.
What to Look for in a TurboTax Alternative?
Finding the right TurboTax alternative means choosing a platform that saves you money and addresses your specific needs.
Here are some key factors to consider, with examples to help you make an informed decision.
1. Personalized Support and Expertise
If your tax situation involves complexities like business ownership, multiple income streams, or real estate investments, you’ll benefit from a platform that offerspersonalized support from financial experts.
For example,Sam’s Listconnects you with vetted accountants, bookkeepers, and CPAs specializing in your needs. Instead of relying on automated tools, you get human expertise to handle tricky situations like maximizing deductions or planning for future tax savings.
For instance, if you’re a small business owner navigating self-employment taxes, Sam’s List can match you with an accountant who understands your industry. This ensures your books are in order and your taxes are filed correctly, saving you time and potential penalties.
2. Comprehensive Support for Complex Tax Situations
An effective TurboTax alternative should cover all IRS forms, credits, and deductions—without requiring costly upgrades.
Platforms like TaxSlayer and TaxAct offer this. Additionally, Sam’s List goes a step further by matching you with specialists who excel in complex areas like self-employment, property income, or investment reporting.
Instead of navigating complex forms yourself, you’ll work with someone who knows exactly how to optimize your return.
3. Year-Round Financial Services
While TurboTax focuses on seasonal tax filing, some alternatives offer year-round support for bookkeeping, payroll, and financial planning. This is especially important for business owners or individuals with ongoing tax obligations.
These platforms allow the establishing of long-term relationships with financial professionals who can help manage quarterly payments, track expenses, and prepare for future tax seasons.
4. User-Friendly Interface
If you prefer filing taxes yourself, your alternative should have an intuitive, easy-to-use platform.
Look for features like step-by-step guidance, document uploads, and error-checking tools.
Platforms like H&R Block and TaxAct excel in this area, offering user-friendly dashboards that simplify even complex tax situations.
5. Support for Freelancers and Self-Employed Filers
If you’re self-employed, your tax needs are unique. A good TurboTax alternative should offer features like support for 1099 income, Schedule C forms, and expense tracking.
Sam’s List makes this even easier by connecting you with accountants specializing in freelance and gig economy taxes. Instead of struggling to understand deductions for home offices or equipment, you’ll get expert guidance tailored to your needs.
What Is the Best TurboTax Alternative?
Here is a table comparing the scores of each alternative:
Get Started with Sam’s List
Sam’s List is a top TurboTax alternative, offering a personalized and human-centered approach to tax preparation and financial management.
Instead of relying on generic software,you gain access to a comprehensive network of vetted accountants, bookkeepers, and Fractional CFOswho are experts in handling complex financial situations.
When you choose Sam’s List, you’re building a partnership with experienced financial experts dedicated to maximizing your tax savings and ensuring compliance.
What truly sets Sam’s List apart is our commitment to transparency and ease of use. Our platform allows you to explore detailed profiles of professionals, including their expertise and client reviews.
You can compare options and connect directly with the financial expert that best aligns with your needs, eliminating the guesswork of finding reliable help.
Ready to take the stress out of taxes?Find your perfect CPA or financial expert today withSam’s Listand experience tax preparation done right—personalized, professional, and precise.
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