CompleteTax Company Review

Pros

  • Inexpensive tax products
  • Low cost for filing both federal and state tax returns (state add-on included for free with Premium product).
  • Offers Audit Defense: full-service representation if you are audited by the IRS (AuditPro costs $19.95 for one year or $29.95 for three years)
  • Offers live tax support ($19.95 for three months of unlimited phone support; $4.95 per live chat session; one free session included with Deluxe product; two free sessions included with Premium product)
  • Offers professional tax review: tax advisor manually goes through your entire tax return (included free with their AuditPro tax support)


 

Cons

  • Online interface is not as user-friendly as those from competitors TurboTax and TaxAct (e.g. does not provide an overview of information entered; tax forms are not formatted in a user-friendly way)
  • Costs $9.95 to access your tax return from last year (This is free with TurboTax and H&R Block.)
  • Poor tech support: phone support is not available, email response takes more than 24 hours, and live chat costs $4.95 per session (This is the only company to charge for tech support)


 

CompleteTax Pricing
Price Range Free - $59.46
State Add-On $29.71
CompleteTax Company Ratings
3
4
2
4
Overall Score: 13 / 20
Save 15% on CompleteTax Deluxe or Premium MPV

CompleteTax Conclusion

We are in the process of reviewing CopmleteTax 2012 tax software, and our site will be updated December 2011

CompleteTax offers competitive tax software products at prices lower than those offered by TurboTax and H&R Block.  CompleteTax’s Basic product is now available for free this year, which is a great value if you’re filing a straightforward tax return and want help with Life Changes (i.e. getting married, buying a house or car, having children, etc.) and importing 1099 and W-2 forms.  CompleteTax offers excellent Tax Support.  For a low price of $19.95, they will have a CPA review your tax return for errors and they will represent you in the event that you are audited by the IRS.  The only major drawback of this service is their poor tech support, which we did not find to be economical, helpful or responsive.

>> Visit CompleteTax Website

CompleteTax: Ease of Use

3

CompleteTax’s tax products offer somewhat difficult navigation and minimal on-screen guidance.  Their tax products do not include section summaries, but they do double-check your W-2 for withholdings amounts if they are greater than 50% of your income. We consider this to be a standard error checking system.  CompleteTax also does not incorporate helper text bubbles into their online interface that would help explain jargon and guide you through your tax return. CompleteTax warns you to save your progress before changes are lost, lets you mark the pages you are completely finished with and prompts you to review incomplete pages after you go through the entire return. CompleteTax shows you a refund meter that calculates your refund as you fill out your tax information. The service allows you to access your tax return from last year for $9.95 with the Free version, and for free with the Deluxe and Premium versions.

CompleteTax: Tax Support

4
CompleteTax offers live tax support over the phone, which costs $19.95 for three months of unlimited support. Their support hours are Monday through Friday from 8 a.m. to 5 p.m. CST. CompleteTax offers audit support called AuditPro which helps you find out why the IRS contacted you, determine what it means, and prepare your next steps. AuditPro also includes Audit Defense, which means that “a trained CPA will work with you to handle all required forms and communications to the IRS until your audit is closed.” This costs an additional $19.95 for one year or $29.95 for three years.

CompleteTax: Tech Support

2

CompleteTax has poor tech support because they only offer free email support (live chat support is $4.95 per session), and it took longer than two business days to get a response when we tested their email support.  They do not offer phone technical support.  During tax season, wait times may vary with increased demand.

CompleteTax: Reliability

4
CompleteTax is owned by CCH, a Wolters Kluwer business, and has been in business for 11 years. They offer an Accuracy Guarantee, which reimburses you in the event you are assessed a penalty based on a miscalculation on the part of this tax company. CompleteTax also offers a Maximum Refund Guarantee, which ensures you get the biggest tax refund possible using their system.

CompleteTax: Pricing

CompleteTax offers some of the cheapest tax products we have reviewed. The cost of filing your federal tax return ranges from free to $25.46, depending on which product fits your needs. If you need to purchase a state add-on, you can get it for $8.46 or for free with the Premium product. This is fairly cheap when compared to competing products TurboTax and H&R Block. You pay the total price only after you file your return.