Features

Liberty Tax Service was launched in Canada in 1997. As of 2016, it has more than 4,000 offices spread throughout the United States. Its present headquarters is in Virginia Beach, Virginia. Liberty Tax has an A+ rating with the BBB and was rated by Forbes to be in the top 100 small businesses (#27) and the top 20 franchises (#11).

Compare Liberty Tax with other leading tax preparation services to ensure you are getting the best deal possible.

What Does Liberty Tax Do?

Liberty Tax Service provides in-person tax preparation service through its storefronts located across the country. Each storefront is operated by an independent franchisee. Liberty Tax Service also provides online tax preparation software for individuals who want to prepare their own federal and state income tax returns. Liberty Tax also backs eSmart Tax, an online tax preparation service that offers similar services at lower prices.

As well as personal tax preparation services, Liberty Tax also provides business tax preparation and accounting services.

What Are the Charges and Payment Options for Liberty Tax?

Prices vary for in-person tax preparation services. There are four tiers of online tax software available: EZ ($14.95), Basic ($19.95), Deluxe ($39.95) and Premium ($69.95).

The EZ version costs $14.95 and allows taxpayers to file federal income tax returns using Form 1040-EZ.

The Basic version costs $19.95 and allows taxpayers to itemize deductions, report business and self-employment income, and include Health Savings Accounts.

The Deluxe version costs $39.95 and allows homeowners, investors, and sole proprietors to report investment income, and claim depreciation and the home office deduction.

The Premium version costs $69.95 and allows taxpayers to claim real estate rental income and file returns for S Corporations.

All four versions provide information about the Affordable Care Act, and also have the capacity to import information from a previous year's tax return filed through Liberty Tax Service. It also allows for W2 forms to be directly imported into the platform and includes a Credit Maximizer that scans taxpayers returns for missed tax credits and deductions.

Filing a state tax return is $31.95, which is charged separately. 

What Services and Packages Does Liberty Tax Provide?

Liberty Tax Service's in-person tax preparation provides full services for its customers year round. Online customers can receive real-time assistance through live chat and email support at all times. There is also a fairly extensive online help resource available to the general public (as well as online customers) that includes an FAQ section and a tax calculator.

The Liberty Tax App, available for iOS and Android devices, allows individuals to locate Liberty Tax Service offices and contact them with a single click. Audit Assistance provides a Liberty Tax representative to accompany taxpayers to an IRS audit to explain how returns were prepared, but there is no representation before the IRS.

Liberty Tax also offers eligible customers a tax refund advance loan of up to $1,300, an additional service few tax preparation companies offer.

Does Liberty Tax Have a Money-Back Guarantee?

Liberty Tax Service provides some guarantees to its tax preparation customers. The “your biggest refund” guarantee promises taxpayers a refund of tax preparation fees if they receive a larger refund from another tax preparation service or method. The accuracy guarantee reimburses taxpayers for interest and penalties charged by the IRS caused by errors from its tax preparation services or products. The satisfaction guarantee promises customers will receive a full refund if they are not happy with the services they receive through Liberty Tax Service.

 Summary

Liberty Tax Service offers tremendous value for money. Its Basic version includes features that are often reserved for Premium or Deluxe level customers. Liberty Tax doesn't offer a free version, but taxpayers with simple tax returns can file for free using eSmart Tax, an online tax preparation company backed by Liberty Tax.

Liberty Tax also provides eligible customers with up to a $1,300 tax refund loan. 

Compare Liberty Tax with other leading tax preparation services to ensure you are getting the best deal possible.

  • File In Store
  • File Online
  • Software
  • Federal Basic Price
    $15
  • State Return Price
    $32
  • Federal Basic plus State Price
    $47
  • Federal Standard Price
    $40
  • Federal Premium Price
    $70
  • Business
  • Personal
  • Business Owner/Self Employed
  • Estate/Trust/Retirement
  • Investment and Rental Property
  • Sales and Use Tax
  • Payroll/1099
  • Property Tax
  • Audit Support
  • Automatic Error Detection
  • e-File Included
  • State Tax Returns Included
  • Tax Deduction Finder
  • Income Tax Prep
  • C-Corporation
  • LLC
  • Partnership
  • S-Corporation
  • Sole Propietorship
  • Best Return Guarantee
  • IRS FreeFile
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0 votes

Don't go to the Liberty tax in Gettysburg PA. The preparer there is Ramona Nattress and they lied to me and stole money from me and I didn't even get a return back.


0 votes

I have always used Liberty Tax Services mostly because they were so convenient. They had an office right down the street from my office, but now they have moved. I am going to try filing through their online option this year. If it's anything like the help I got in their office, it should be a piece of cake.


0 votes

I had my mom report for me because I have anxiety really bad so they called me when it was ready for me just to sign. Then they said it's going to be $500.00! I said "Mam thank you for your time but I kindly apologize. I'm going to need that extra change you're trying to take from my kids and I." So we get up, "Thanks again" I say. We walk out, dude's like "Hey why you leave? I'm the boss here. I'll give you a big break." I'm ... like, "no thanks it's okay," and by this time my face is red cuz he asked me like five times and says, "Come on how much you wanna pay? $100? $150.00?" So I'm like OK OK and he lies and ends up charging me $175, better that $500.00 but wow they sure came down from $500-$175 huh. Seems like a scam. They should be more reasonable. My taxes were the simple e-z form. More Less


0 votes

Liberty Tax really helped me when I needed them. I had so many changes to my tax profile this year, that I didn't know what I was doing. Liberty Tax helped me get through the entire process and it didn't even take that long or cost that much! Thanks Liberty Tax!


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