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Liberty Tax Service

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3.9

Overall Score

LAST UPDATED: February 17th, 2024

With Liberty Tax Service, you can file your taxes online, visit a location to get tax advice, have one of its experts file your taxes, download important documents (such as W2 forms), and more. Liberty Tax has won several awards including Accounting Today's top tax firm in 2010 and 2011, and was a top franchise by Entrepreneur magazine for four consecutive years.

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Highlight: Liberty Tax Service offers tax relief services.

Recently, Liberty Tax Service started offering tax relief services in addition to tax preparation services. Liberty Tax Service offers these services through Community Tax, an industry leader in the tax relief space. If you are in need of tax relief services, check out Community Tax's profile for more information.

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The Good

  • Product Features
  • Accuracy Guarantee
  • Audit Assistance
  • Customer Support
  • Supported Forms

Liberty Tax Services has a lot of good things going for it. Its website is secured with TRUSTe and GoDaddy. It also follows tax prep industry standards and uses encryptions and Secure Socket Layer Technology. Not only does it thrive when it comes to consumer security, but it also makes it convenient for customers by giving them the option to file taxes online or in person.

Product Features

All of these options come with free chat, Affordable Care Act forms, Audit Assistance, and more. Liberty Tax makes a lot of promises to customers who use its software:

  • The Largest Refunds. If you file your taxes with Liberty Tax and anyone else, you'll see that Liberty Tax gives you the biggest refund. If this is not the case, the company promises to refund the tax prep fees.
  • Price Guarantee. When you purchase Liberty Tax online preparation, you can use it at any time for the original price you paid. (Often, the price of tax preparation software increases during tax season).
  • Accuracy Guarantee. LTS guarantees that your tax returns will be accurate, or it will deal with penalties from the IRS.
  • Satisfaction Guarantee. Liberty Tax promises that the experts on its live chat will help you with all the questions you may have.

Accuracy Guarantee

The Liberty Tax Service has a thorough guarantee that financially protects customers. The company boasts giving consumers large refunds in comparison to other companies. If one does find a company who gives a higher refund, Liberty Tax Service will "eat the tax preparation fees." Not only that, but the company promises great services, satisfaction, and accuracy. If the company should make a mistake on the math with the IRS, Liberty Tax Service will reimburse members for penalties and interest.

Audit Assistance

Liberty Tax Service has an audit assistance feature that we definitely want to highlight. For each of its online customers, Liberty Tax Service offers professional audit assistance. Once you file your return with Liberty Tax, you are automatically backed by their tax experts. If you get audited, LTS promises to step in and help you throughout the process. You can also sign up for Enhanced Audit Assistance (at cost) for additional help.

Customer Support

Another thing we like about Liberty Tax Service is how easy it is to get ahold of. It has a contact page full of specific phone numbers and email addresses for customers and potential customers to use. LTS also has an active Twitter account if people want to tweet their tax questions at the company. You can reach out to Liberty Tax Services the following ways:

  • Twitter: @libertytax
  • Live Chat: Free live chat when you sign up for its services
  • Phone: 757-493-8855
  • Email: [email protected] (You can also email through its site)

Supported Forms

Even though Liberty Tax does not offer all forms, it does still offer more than most tax preparation companies. Its list is included below:

  • EZ
    • 1040EZ
    • ACA Forms
    • W-2
    • Earned Income Credit
  • Basic
    • EZ Forms
    • Form 1040
    • HSA Forms
    • MSA Deductions (Form 8853)
    • Self-Employment Income & Business Expense Forms
  • Deluxe
    • Basic Forms
    • Sole Proprietor Income / Schedule C
    • Depreciation of Assisets (From 4562)
    • Home Office (Form 8829)
  • Premium
    • Deluxe Forms
    • Schedule B
    • Schedule D
    • Income from Real Estate / Rental

Number of Products

With Liberty Tax Service's online filing options, there really is something for everyone. Here are the online services it offers:

  • $14.95 for "EZ" filing which is best for simple filing
  • $19.95 for basic tax preparation. These are for simple tax situations, but can also be used for self-employment income.
  • $39.95 for deluxe tax preparation. This is for homeowners and investors.
  • $69.95 for premium tax preparation. This software is for small business owners.

Liberty Tax Service has below average pricing on its federal and state tax services. When you file federal taxes with the company, you'll pay $26.95 for state filing.

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The Bad

  • Subsidiary

Subsidiary

Something important to note is that Liberty Tax is a subsidiary of JTH Tax, Inc. It is affiliated with multiple tax preparation companies that we have reviewed, including eSmart Tax, www.freetax.com, and Taxbrain. We're not exactly sure why one large group would have so many companies that do the exact same thing at different prices, but we wanted to make consumers aware that those are part of JTH Tax, Inc.

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The Bottom Line

Liberty Tax Services has a lot of great features that any tax filer would be happy to take advantage of. It has a free filing option. Its contact information is very detailed, and its audit assistance seems to be one of the better ones in the industry.

At the same time, we can't help but be concerned about working with Liberty Tax Service, due to the lawsuits that were filed against the company in the past.

We encourage consumers who want to work with Liberty Tax Services to chat with the company's employees to make sure company procedures have changed since 2007.

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Star Rating

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4.0

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43 Reviews

Review Breakdown

5 grade

37%

4 grade

23%

3 grade

16%

2 grade

9%

1 grade

14%

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Dave Fortin Kingston, PA

I have mixed reviews. They gave me a $50 coupon off my taxes which was great but the accountant seemed completely clueless as to what she was doing. I'm not sure if she was new or not. They told me they couldn't complete my taxes in the same day and would be in touch within a few days because they had to look into something and I never heard back from them so I went elsewhere. They seem to have pop-up locations all the time which is convenient but my level of trust in that is minimal.

2 years ago

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Deborah Korang Mount Holly, NJ

Bill was our tax preparer for many years When a mistake was made on our taxes two years in a row, we were reimbursed our fee for those two years, plus the interest that accumulated.

6 years ago

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M T Chicago, IL

I did not like how overpriced the services were and how the staff did not have much knowledge to share with me about the process as a young client.

1 year ago Edited January 9, 2023

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Bob Barry

Not bad but they are very overvpriced, that's why I may consider a different place.

5 years ago

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jessica Mesa, AZ

This companies rates are super high. The person who did out taxes was kind and courteous and knew what she was doing.

5 years ago

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Robin Orem, UT

expensive. almost $400 to file my taxes. They said they could take it out of my refund but still, that is too much.

5 years ago

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Merna. Salt Lake City, UT

In the past errors were made but was later amended.

6 years ago