Liberty Tax Review


Rating: 8.6 / 10 (Excellent)
Disclosure: We receive advertising revenue from this partner. 
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Liberty Tax is an online service that offers income tax courses, tax education, tax planning, tax returns, and tax preparation. The company also offers Spanish language services, accounting, bookkeeping, payroll software, and invoicing expenses. Liberty goes above and beyond by offering several tax preparation guarantees, including a price lock guarantee, and accuracy guarantee, and a maximum refund guarantee. Help is available over email, chat, social media, and telephone. What's more, the company has physcial office locations should you need them where seamless transition from online to office is guaranteed. 

Platform

Liberty offers tax preparation services that can be accessed online through desktop, laptop, mobile or tablet. Additionally, unlike many other online providers, the company offers in-person support from expert tax preparers. 

Tax Tools

In-Person Tax Pro Double Check
Withholding Calculator
Tax Estimator
Automatic W-2 Import
Import Competitor Previous Year Return
All Major IRS Forms and Schedules

Plans and Features

EZ - $11.96 (Best for Simple Returns)

  • ACA Forms
  • Free Chat
  • Free Tech Support
  • Prior Year Return Access
  • W-2 Download
  • Credit Maximizer
  • Child & Dependent Care
  • Competitor Import
  • Import Last Year’s Info
  • State Tax Preparation
  • Tax Return Amendments
  • Create Prior Year Returns
  • Non-Resident, Partial Year State Return Preparation
  • Forms Supported – 1040EZ
  • Schedules Supported – Schedule B

Basic - $19.96 (Best for Families)

  • ACA Forms
  • Free Chat
  • Free Tech Support
  • Prior Year Return Access
  • W-2 Download
  • Credit Maximizer
  • Child & Dependent Care
  • Competitor Import
  • Import Last Year’s Info
  • State Tax Preparation
  • Tax Return Amendments
  • Create Prior Year Returns
  • Non-Resident, Partial Year State Return Preparation
  • Itemized Deductions
  • Health Saving s Account
  • Interest & Ordinary Income
  • Self-Employment Income
  • Business Expenses
  • Forms Supported – 1040, 8853
  • Schedules Supported – Schedule A, B

Deluxe - $35.96 (Best for Investors)

  • ACA Forms
  • Free Chat
  • Free Tech Support
  • Prior Year Return Access
  • W-2 Download
  • Credit Maximizer
  • Child & Dependent Care
  • Competitor Import
  • Import Last Year’s Info
  • State Tax Preparation
  • Tax Return Amendments
  • Create Prior Year Returns
  • Non-Resident, Partial Year State Return Preparation
  • Itemized Deductions
  • Health Saving s Account
  • Interest & Ordinary Income
  • Self-Employment Income
  • Business Expenses
  • Sole Proprietor Income
  • Home Office Deductions
  • Forms Supported – 1040, 4562, 8829, 4136, 8839, 8853
  • Schedule Supported – Schedule A, B, C

Premium - $55.96 (Best for Small Business Owners)

  • ACA Forms
  • Free Chat
  • Free Tech Support
  • Prior Year Return Access
  • W-2 Download
  • Credit Maximizer
  • Child & Dependent Care
  • Competitor Import
  • Import Last Year’s Info
  • State Tax Preparation
  • Tax Return Amendments
  • Create Prior Year Returns
  • Non-Resident, Partial Year State Return Preparation
  • Itemized Deductions
  • Health Saving s Account
  • Interest & Ordinary Income
  • Self-Employment Income
  • Business Expenses
  • Sole Proprietor Income
  • Home Office Deductions
  • Income from Rental/Real Estate
  • Gains, Profit and Loss, S Corporation
  • Sale of Home
  • Forms Supported- 1040, 4562, 8829, 4136, 4684, 4835, 8839, 8853
  • Schedule Supported – Schedule A, B, C, E, F, K-1

Features when filing with Liberty Tax

  • 5 Year Safe Keeping
  • Audit Assistance
  • Print & Bound Copies
  • Bundle and Save

Refund Requirement  

  • Social Security Number or Individual Taxpayer Identification Number
  • Filing Status
  • Exact Whole Dollar Amount of your expected refund

Liberty Tax Services Summary

Liberty Tax offers a wide variety of tax-related services that are targeted to meet the individual needs of each client. The service allows clients to file taxes, apply for ITIN online and provides forms, tax table rates with free consultation. Liberty Tax also ensures clients get maximum refunds and accurate tax filing services.


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Our Partner
8.6 / 10
  • File Online or in Person
  • 4000+ Locations Nationwide
  • Accuracy/Calculation Guarantee
  • Maximum Refund Guarantee
  • Chat, Social Media, Email, and Phone Help