Top 8 Best Tax Preparation Checklists

TaxSlayer is a tax preparation software company that offers cloud-based and desktop-based software to tax preparers all over the United States. The company was founded over 55 years ago as a family-owned tax prep business and has since grown to provide tax preparation services to individuals as well as professional tax software to tax preparers. TaxSlayer helps users easily file their federal and state taxes online, and offers a range of paid packages that vary by support level, not functionality. TaxSlayer's free version allows users to file a simple Form 1040, but users cannot itemize or file various other schedules. TaxSlayer's paid packages all handle the same forms, and the price is determined by the level of support the user wants. TaxSlayer is known for its affordable prices, and is a good option for people who need advanced tax software but don't want to pay $100 or more elsewhere.

H&R Block is a company that provides tax preparation and financial services to individuals and small businesses. The company was founded in 1955 with the understanding that taxes have a real impact on people's lives. H&R Block offers a wide range of services, including tax preparation, bookkeeping, payroll, and business formation. They also provide tax software for at-home preparation and filing, as well as online tax filing services. H&R Block's mission is to tailor the customer experience through their small business products and services to drive growth, and to create a mobile-centric banking alternative, leveraging consumer-first technology and banking partnerships. The company is also involved in community outreach and volunteerism.

TaxHawk is an online tax preparation website that provides users with access to a variety of on-line tax preparation goods, services, and tools. It was founded in 2001 by a CPA and a team of professional software developers. TaxHawk offers 100% free tax filing, allowing users to e-file their tax return directly to the IRS and prepare federal and state income taxes online. TaxHawk's tax preparation software is designed to be user-friendly and efficient, making it easy for individuals to file their taxes accurately and quickly. In addition to its free tax filing service, TaxHawk also offers a paid service called TaxHawk Pro, which provides users with the help of a tax expert when needed. TaxHawk is owned by TaxHawk, Inc., which also owns and operates two other tax preparation websites: FreeTaxUSA.com and Express1040.com.

TaxAct is a website that provides software and services for tax preparation and filing. They offer a range of products and solutions to help individuals and businesses navigate the complexities of tax season. TaxAct guarantees 100% accuracy in their calculations and offers a money-back guarantee. They also provide customer support and assistance for any questions or issues related to their software products. TaxAct prioritizes privacy and security, addressing frequently asked questions about phishing and protecting user information. Additionally, their professional editions allow preparers to attach and associate documents and images with client returns for record-keeping purposes. Overall, TaxAct aims to simplify the tax filing process and provide reliable and efficient solutions for individuals and businesses.

TurboTax is a tax preparation software that allows individuals to file their federal and state income tax returns online with 100% accuracy. The software offers three ways to file taxes: do it yourself, hand off your taxes and get expert help, or have a dedicated tax expert do your taxes from start to finish. TurboTax is the #1 best-selling tax preparation software and is trusted by 38 million people to get their taxes done right. The software offers a maximum refund guarantee, meaning that it will find every tax deduction and credit you qualify for to boost your tax refund. TurboTax also offers CompleteCheck, which scans your return from beginning to end to ensure that it is 100% accurate before you file. TurboTax is part of Intuit, a global technology platform that helps consumers and small businesses overcome their most important financial challenges. Intuit's other products include QuickBooks, Mint, Credit Karma, and Mailchimp.

The Internal Revenue Service (IRS) is an official website of the United States government. The IRS is responsible for collecting taxes and enforcing tax laws in the United States. The agency helps taxpayers understand and meet their federal tax responsibilities by providing information on tax forms, instructions, publications, notices, and correspondence. In addition, the IRS provides a taxpayer bill of rights that outlines the rights of taxpayers when dealing with the agency. The IRS also provides information on tax scams and consumer alerts to help taxpayers avoid fraudulent schemes. For corporations, the IRS provides information on compliance, filing requirements, the examination process, FATCA, uncertain tax positions, and more. The Tax Exempt & Government Entities Division of the IRS is responsible for reviewing tax laws for employee benefit plans and tax-exempt organizations such as nonprofit charities and governmental entities.

Tax Samaritan is a US expat tax service that provides tailored financial solutions for Americans living abroad. The company specializes in tax preparation and the resolution of tax problems. Tax Samaritan has a 5-step process that includes completing a tax quote questionnaire and a consultation with a tax professional. The company places a high priority on protecting clients' sensitive information when exchanging and managing documents online. Tax Samaritan has received positive feedback from clients, with dozens of testimonials available on their website. According to a guide published by Tax Samaritan, it is one of the best online expat tax professional firms for 2023.

TaxMama.com is a website that provides free tax advice and guidance to individuals and businesses. The site is run by Eva Rosenberg, MBA, EA, who is known as the Internet's TaxMama® . TaxMama.com is cited by Consumer Reports magazine as a top tax advice website. The site allows users to submit tax-related questions and receive personal answers from Eva Rosenberg. TaxMama® also offers an Enrolled Agent course through her website, which guides users through several tax return samples and forms to help them understand how tax laws and procedures work for real-world clients. TaxMama.com aims to make the tax preparation process as painless as possible for individuals and businesses, and to help them stay up-to-date on tax law changes.