A routine utility. Easy to understand, input info, to review and to make necessary changes.. Almost mistake proof. Have used it for 20 years, no audits or IRS corrections. As a retired business owner, it has saved my hundreds of dollars every year.
I have a rental property and weekend business as well as my day job, so my taxes are complicated. I have used H&R Block software for years. It makes the process much easier and saves time by carrying forward information from last year.
Pros: Easy to prepare, Easy to import documents, Fast
I have used the online product for five years. I am happy with the quality of the tax return and the price is reasonable. I will continue using next year.
My two areas of disappointment were the difficulty in resolving the alerts and data verifications flags when the accuracy review was dne (a couple were software issues which customer service quickly identified and fixed) and the Arizona state return product did not include all the Arizona specific tax credit worksheets which resulted in having to file the return via mail rather than efile. Not a big issue but an issue of inconvenience.
I've been using this software for 7 years it has always been easy to use and helpful. Copious notes to explain concepts and helpful comments along the way.
Software error and very difficult to get it corrected. No one seemed to know that you don't subtract capital losses from withholding amounts on line 25b 1040 SR. Even after it was rejected by the IRS