Contributed by: KristineS, FreeTaxUSA Agent, Tax Pro
FreeTaxUSA helps millions of customers across the nation prepare and successfully file their tax return every year. Our software is simple to use and designed to guide our users from start to finish to maximize their refund or pay the least amount of tax due.
Whether you’re part of the Do-It-Yourself (DIY) crowd or a first time filer, we’re a great fit.
We offer professional level support for our DIY customers that want extra guidance or need help when preparing their returns. We want our customers to feel 100% comfortable and confident when filing their federal tax return with the IRS, and state return as needed.
Between the ease of our program, support levels we offer, and the option to file a federal tax return 100% free, we’re a great choice. However, everyone is different, and under the following situations you may want to hire a professional:
- You’re not comfortable doing your return yourself
- The fear of making mistakes or being contacted by the IRS is overwhelming
- Your tax issue is complex
- Your tax issue is not covered by our software
If one of these scenarios describes your situation, that’s ok, and it may mean it’s time to hire a paid tax professional.
Paid professional help or DIY
FreeTaxUSA can handle most of today’s more complex tax situations, and tax pros are readily available with the upgrade to Pro Support. There are a few situations we don’t cover, however. Those include some of the following:
- Like-kind exchanges
- Foreign earned income exclusion and foreign tax credits from income other than interest reported on Form 1099-INT, dividends on Form 1099-DIV and passive income on K-1s
- K-1s from Publicly Traded Partnerships (PTP)
- Nonresident alien income tax returns on Form 1040-NR
- Returns that need to include Form 3115 for a change of accounting method
In these instances a paid professional may be the best option.
Customers can rapidly check if a form they’ve received is one we file on the forms we file section of the FreeTaxUSA landing page.
We’d love for you to feel secure and confident in filing your return and invite you to give us a try!