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Banking Three signs it’s time to switch online tax prep services

Three signs it’s time to switch online tax prep services

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(BPT) – For most Americans, their tax refund is the biggest single financial transaction of the year. The stakes are high to get every credit, deduction and dollar they deserve — with the combination of a great price for tax preparation and the expert human help they need. Do-it-yourself (DIY) filers should consider switching their online tax prep services to H&R Block® if they experience any of these three signs.

1. You experience TurboTax® sticker shock

A survey of DIY tax filers found 94% want to save more money in 2020 than they did in 2019. TurboTax filers may be paying more than they need to.

It’s better with Block: More people can file for free with H&R Block Free Online than with TurboTax — including parents and students. That’s because H&R Block provides nearly double the number of free forms compared to TurboTax.

H&R Block DIY client, Alyssa, stated in January 2020: “I planned on using another tax company, but I decided to try H&R Block and it was completely free.”

Filers with more complex tax situations can also save money with Block. H&R Block Online filing products are always at least $10 less than TurboTax.

2. You are surprised by your tax outcome

Many online tax services such as TurboTax fail to provide an explanation of how the price changes as you use the product.

Heather Watts, senior vice president of DIY tax for H&R Block, says, “Most Americans say they deserve to know how much money they’re paying before they agree to pay for a service. That’s why H&R Block is leading the industry to create a better experience for tax filers with our commitment to price transparency from start to finish.”

Rose, an H&R Block DIY online filer, said in January 2020, “There are no hidden fees — they just help you get it done, but let you know there are other options if you need additional assistance or services.”

H&R Block Online offers 100% confidence that filers will know exactly what to expect from price to refund. All pricing is quoted upfront, and if something in your filing changes along the way, H&R Block’s Price Preview feature will notify you. This is part of the H&R Block No Surprise Guarantee*: upfront, transparent pricing; transparent process; free audit assistance; and a free mid-year tax check-in.

3. You wish you had more ways to get help

In January of 2020, an H&R Block DIY filer who goes by the alias Thankful Customer, shared her experience to highlight the importance of human help: “I am a widow over 65 and am drawing a Social Security check and working part time in my church office. I had a few questions and used the chat and was given clear instructions so was able to complete my filing with very little trouble. Keep up the good work, H&R Block! People like me need you.”

H&R Block offers clients several ways to ask for assistance, allowing them to receive as much or as little help as they need from a tax pro trained for their unique tax filing situation. Clients using H&R Block Online AssistSM are served by a tax expert with an average of 12 years of experience and hundreds of training hours. It offers unlimited, on-demand access to a tax expert, enrolled agent or CPA via chat session, screen share or phone call.

It’s the people who set the technology apart from other options. Another H&R Block DIY filer, Bree, told us in January 2020, “They go out of the way to really make sure you are taken care of and treated fairly.”

According to Watts, that’s the point: “At H&R Block, we are committed to providing help and inspiring confidence in our clients and communities everywhere. Through Online Assist, our tax experts answer questions and deliver help and care so you can file your return online with confidence.”

DIY tax filers who have experienced any of these signs should consider switching to H&R Block in as little as two clicks by simply dragging and dropping last year’s return. Get more information about online tax filing options for tax season 2020.

H&R Block is a registered trademark of HRB Innovations, Inc.

TurboTax is a registered trademark of Intuit, Inc.

*Receive 20% off next year’s tax preparation if we fail to provide any of the 4 benefits included in our “No Surprise Guarantee” (Upfront Transparent Pricing, Transparent Process, Free Audit Assistance, and Free Midyear Tax Check-In). Limitations apply. Description of benefits and details at hrblock.com/guarantees.

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