CompleteTax Company Review 2011-2012


Pros:

  • Excellent Live tax support that costs $19.95 for 3 months of assistance
  • Trusted and reliable brand
  • Can access last year's return for free


 

Cons:

  • Difficult navigation and poor on-screen guidance
  • Poor tech support


 

CompleteTax Pricing
Price Range Free - $33.96
State Add-On $29.95
Free Federal E-File
CompleteTax Company Ratings
Ease of Use:
Tax Support:
Tech Support:
Reliability:
Overall Score: 12/20

CompleteTax Conclusion

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.

>> Try CompleteTax for Free

CompleteTax: Ease of Use

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

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

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

CompleteTax is owned by CCH, a Wolters Kluwer business, and has been in business for 12 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 $33.96, depending on which product fits your needs. If you need to purchase a state add-on, you can get it for $25.46 or for free with the Premium product. This is slightly cheaper than the competing products TurboTax and H&R Block. You pay the total price only after you file your return.

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CompleteTax Product Comparison Grid

  CompleteTax Basic (Free) CompleteTax Deluxe CompleteTax Premium MVP
Federal $0.00 $25.46 $33.96
State Add-On $29.95 $29.95 $29.95
Federal + State $29.95 $55.41 $63.91
Free Federal Efile
Includes IRS tax forms you need
Accuracy Guarantee
Handles life changes
Imports 1099s and W-2s
Additional guidance for deductions
Additional guidance for credits
Additional guidance for investments  
Helps with rental income    
Additional guidance for the self-employed    
Guidance for small business owners    
 
  Save and additional 15% when you file your taxes at CompleteTax.com. Try it free today. Save 15% on CompleteTax Deluxe. Save 27% on CompleteTax Premium MPV.
  Read the CompleteTax Basic (Free) Review Read the CompleteTax Deluxe Review Read the CompleteTax Premium MVP Review