swap_horiz Safe Harbor Tax Alternatives

1

Safe Harbor CPAs

Safe Harbor CPAs is a firm offering tax preparation and planning services, not a software product. They specialize in ha...

Tax Planning Tax Preparation Complex Returns Business Taxes

5.5 Average

2

Schwab Intelligent Portfolios

Schwab Intelligent Portfolios is a robo-advisor service from Charles Schwab that stands out for its lack of advisory fee...

Low Cost Tax Planning Tax Loss Harvesting Institutional Grade

9.3 Excellent

3

H&R Block Online

H&R Block Online provides comprehensive tax filing services with a strong emphasis on human support alongside digital to...

Compliance Tax Planning Human Support Business Tax Filing

9.2 Excellent

4

TurboTax Live

TurboTax Live bridges the gap between DIY tax software and professional tax preparation. It provides users with access t...

User Friendly Compliance Tax Planning Tax Filing

9.1 Excellent

5

Vanguard Digital Advisor

Vanguard Digital Advisor provides a low-cost, automated investment experience that focuses on long-term wealth building....

Low Cost Long Term Tax Planning Robo Advisor

8.9 Very Good

6

FreeTaxUSA

FreeTaxUSA offers a genuinely free federal filing experience for most users, making it a standout option. While state re...

Simple Budget Friendly User Friendly Value

8.8 Very Good

7

GoSystem Tax

GoSystem Tax is a tax preparation software designed for accounting firms, particularly those handling high volumes of re...

Workflow Automation Tax Planning Tax Preparation Data Migration

8.5 Very Good

8

Empower (formerly Personal Capital)

Empower is the best free tool for users who prioritize investment tracking and net worth monitoring over day-to-day budg...

Free Tracking Investment Analysis Wealth Management

8.3 Very Good

9

UltraTax CS

UltraTax CS is a powerful tax preparation software designed for professional tax firms and agencies. It excels in workfl...

Workflow Automation Workflow Management Tax Planning Tax Preparation

8.3 Very Good

10

Jackson Hewitt Online

Jackson Hewitt is a well-known tax preparation service that offers both online and in-person options. While it provides...

Reliable Beginner Friendly Support Compliance

8.3 Very Good

11

Quicken

Quicken is a long-standing personal finance software that offers deep, desktop-based control over your financial life. I...

Personal Finance Desktop Software Budgeting Investment Tracking

8.2 Very Good

12

Lacerte Tax

Lacerte Tax, from Thomson Reuters, is a tax preparation software solution geared towards professional tax preparers and...

Audit Trail Workflow Management Tax Preparation Complex Returns

8.1 Very Good

13

ATX Tax Online

ATX Tax Online is a cloud-based solution offering a balance of features and affordability for tax agencies. It includes...

Cloud Based Tax Planning Form Library Client Collaboration

8.1 Very Good

14

Hurdlr

Hurdlr is a mobile-first tool designed to help freelancers and gig workers track their income, expenses, and mileage for...

Mobile App Expense Tracking Tax Planning Freelancer Tools

8.0 Very Good

15

Bolt Made

Bolt Made is a newer platform focused on simplifying taxes for independent contractors, particularly those working on a...

Expense Tracking Tax Planning Estimated Taxes Contractor Taxes

7.6 Good

16

IRS Free File Fillable Forms

IRS Free File Fillable Forms is a bare-bones option for those comfortable navigating tax forms themselves. It's a PDF-ba...

Advanced Users Complex Returns Irs Partnership Federal Free

7.5 Good

17

Bookkeeper360

Bookkeeper360 provides comprehensive bookkeeping and accounting services, including tax planning and payroll. They offer...

Cloud Accounting Financial Reporting Tax Planning Payroll Services

7.5 Good

18

BlockAssist Virtual

BlockAssist Virtual, offered by H&R Block, provides access to a virtual tax professional who guides you through the fili...

Limited Features Tax Preparation Complex Returns Audit Support

7.4 Good

19

The Dough Roller Podcast

The Dough Roller Podcast, hosted by Jeremy Johnston, covers a wide range of personal finance topics, including investing...

Personal Finance Financial Planning Tax Planning Investing

7.3 Good

20

Gridvisor

Gridvisor isn't a tax preparation software itself, but a powerful comparison tool that analyzes and compares various tax...

Freelancer Focused Expense Tracking Comparison Tool Tax Planning

7.3 Good