swap_horiz TaxCPA Alternatives

1

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

2

H&R Block Premium

H&R Block Premium caters to users with rental income, investment income, and those who work from home. It provides compr...

Self Employment Hrb Platform Schedule A Support Mortgage Interest

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

Lacerte

Lacerte is a specialized tax preparation software developed by Avalara, focusing heavily on state and local tax complian...

Cloud Computing Professional Use Audit Defense State Tax Specialist

8.7 Very Good

5

Facet Wealth

Facet Wealth disrupts the traditional AUM (Assets Under Management) model by charging a flat annual subscription fee for...

Subscription Model Financial Planning Holistic Fiduciary

8.7 Very Good

6

Amica Renters Insurance

Amica is a mutual company, meaning it's owned by its policyholders, which often translates to a focus on customer satisf...

Customer Service Mutual Company Personalized Advice Personalized Coverage

8.6 Very Good

7

FreeTaxUSA Business

FreeTaxUSA Business stands out for its free federal filing option for many business types. While state filing incurs a f...

Schedule C Estimated Taxes Business Income State Filing

8.4 Very Good

8

TaxSlayer Premium

TaxSlayer Premium is designed for users with self-employment income, rental property income, and investment income. It o...

User Friendly Advanced Features Audit Defense Rental Income

8.4 Very Good

9

TaxSlayer Self-Employed

TaxSlayer Self-Employed offers a range of features at a competitive price point. It supports Schedule C and other self-e...

Affordable Schedule C Audit Defense Business Deductions

8.4 Very Good

10

Zander Insurance

Zander Insurance is an online brokerage specializing in ACA and Medicare health insurance plans. They offer personalized...

Family Coverage Personalized Advice Broker Support Aca Plans

8.3 Very Good

11

Liberty Tax Online

Liberty Tax Online offers a user-friendly experience backed by a well-known national brand. It is designed to guide begi...

Reliable Beginner Friendly User Friendly Support

8.1 Very Good

12

Avery Insights 401(k)

Avery Insights 401(k) focuses on providing personalized financial advice and wellness programs to employees. It leverage...

Technology Employee Benefits Financial Wellness Personalized Advice

7.7 Good

13

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

14

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

15

Drake Software

Drake Software is a professional tax preparation tool widely used by accountants and small business owners for complex f...

High Volume Compliance Cloud Storage Professional Grade

7.1 Good

16

Kaizen Tax

Kaizen Tax offers a budget-friendly option for those with simple tax returns, primarily W-2 income. It supports state fi...

Affordable W 2 Income Deductions Simple Returns

7.1 Good

17

TaxSlayer Comfort Edition

TaxSlayer Comfort Edition is a more affordable option than the Premium version, catering to users with W-2 income and st...

Easy To Use Affordable W 2 Income Deductions

6.8 Fair

18

OpenInvest

OpenInvest allows families to build highly customized, values-based investment portfolios. Users can specify their desir...

Robo Advisor Automated Investing Impact Investing Personalized Advice

6.5 Fair

19

Block Advisors Premier

Block Advisors Premier offers professional tax preparation services for those with complex tax situations, including ren...

Complex Returns Rental Income Investments In Person Support

6.5 Fair

20

SimplyInsured

SimplyInsured is an online platform that connects users with licensed insurance brokers to find health insurance plans....

Personalized Advice Broker Support Aca Plans Online Enrollment

6.3 Fair