TaxAct | AI Agent | Alternates | Alternates - AI Agent Discovery Platform

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TaxAct

Name: TaxAct
Price: Contact for Pricing USD
Author: TaxAct, Inc.

Backed By TaxAct, Inc.

Affordable online tax filing with step-by-step guidance and audit support.

Finance & Operations

Overview

TaxAct simplifies tax preparation for individuals and businesses with guided filing and automated calculations.

Use Cases

Guided step-by-step process

Automated calculations

Audit support included

Error checking

Import W-2s and 1099s

Sync with accounting software

Top Integrations

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API

Product Info

Deployment Method

API-basedSaaS

Model Type

Closed Source

Support

Pricing

Free

W-2 income

Deluxe

$54

Home ownership (mortgage interest, property taxes)

Premier

$94

All Deluxe features

Alternates Research On The Product

Top Features

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DIY Online Filing

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Downloadable Desktop Software (Includes 5 federal e-files)

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Prior Year Data Carryover

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Max Refund Guarantee

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100% Accuracy Guarantee (up to $100,000)

Strengths

Affordable and transparent pricing for paid tiers.
Easy-to-use, guided interface that simplifies tax preparation.
Good for W-2 income and simple returns.
Comprehensive coverage of most common forms (Schedule A, C, D, E).

Weaknesses

Collecting sensitive personal information, though protected by encryption and multi-factor authentication.
Inconsistent availability of forms/updates early in the tax season.
Long wait times for customer service during tax season.
Xpert Assist and Full Service are costly add-ons.
Unexpectedly high charges due to mandatory state fees and required upgrades for printing/e-filing.

Reviews From The Web

Real user experiences from across different platforms

Worst experience with this company.

Mohamed G.

Apr 15, 2025

Trustpilot

Recommendations

Users needing an affordable solution for non-simple returns (Deluxe, Premier, Self-Employed tiers)

e returns (Deluxe, Premier, Self-Employed tiers).

Users who prefer desktop software with multiple return capabilities

turn capabilities.

Users who must file for free (the state fee is high)

h).

Users who require a dedicated, robust mobile app for filing

or filing.

Final Verdict

Highly competitive pricing across all filing tiers, especially for users with complex returns, combined with strong financial guarantees on accuracy and maximum refund.

Best For

•Users needing an affordable solution for non-simple returns (Deluxe, Premier, Self-Employed tiers).
•Users who prefer desktop software with multiple return capabilities.
•Users with investment or rental income who want lower federal filing fees than TurboTax.

Watch Out For

•Mandatory high state filing fees regardless of federal price.
•External reviews cite poor customer service during peak season.
•Lack of a mobile app for convenient mobile-first filing.
•Collecting sensitive personal information, though protected by encryption and multi-factor authentication.

State filing requires an additional, high fee, even with the free federal version. User reports of a 'bait-and-switch' fee model, where payment is required to print or e-file, often after time investment. No dedicated mobile app (relies on a mobile-optimized website). Reported complexity/capacity issues for highly advanced professional tax situations (e.g., K-2/K-3 forms, complex depreciation).

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