How do we keep this site running? This post may contain affiliate links — the cost is the same to you, but we get a referral fee. Compensation does not affect rankings. Thanks!
Everyone dreads tax time, but it’s a necessary evil that no one can avoid. eSmart Tax, one of our best picks for online tax software, makes filing taxes as easy as possible. With no software to download and free federal e-filing, eSmart Tax is a great option for folks with simple returns. Liberty Tax, a well-established and long-time tax service, owns eSmart Tax, so you get the benefits of Liberty Tax when you sign up for eSmart Tax online. Read our eSmart Tax review to find out if it might be the best choice for your needs. This eSmart Tax review covers 2017 products for the 2016 tax season.
eSmart Tax Review
One of the most appealing aspects included in all of eSmart tax filing options — it provides support at any of the physical Liberty Tax Service locations throughout the United States and Canada. That means that unlike most online filing services, eSmart filers can get access to a tax professional in person when they have questions about their filing. There are currently 4,400 Liberty Tax locations available to assist clients throughout the United States and Canada and there are 23,000 certified tax preparers available to help. What’s missing from eSmart Tax compared to the top-of-the-line services? Downloadable software, the ability to ask questions of a community using an interactive forum, no phone support, national average comparisons and the ability to file as a larger business.
Products Offered by eSmart Tax
Another great feature of eSmart Tax is its product wizard. If you’re not sure which edition is right for you or which forms you need in order to file, eSmart Tax starts you off with a free and easy questionnaire about your past year’s financially related circumstances to help you determine your filing needs.
All e-Smart Editions also include:
- Free live chat and email support
- Credit maximizer
- W-2 download from your employer
- Import last year’s return FREE from any competitor (TurboTax, H&R Block, etc.)
- Professional audit assistance (enhanced is an additional $14.95 fee)
- Access to Affordable Care Act forms.
- 100% guarantee — biggest refund, accuracy, and customer satisfaction
- Ability to save returns for five years (for an additional fee)
eSmart Free Edition
The eSmart Free federal edition is best for simple filing needs. In addition to filing your federal 1040EZ form for free, users have access to all of eSmart’s enhanced features listed above. State filing is an additional $29.95 fee.
eSmart Basic Edition
Families with dependents or those with simple income from stocks and investments (Schedule B) should consider filing with the eSmart Basic Edition. This edition includes all the features from the Free Edition plus itemized deductions, detailed assistance with dependent deductions and assistance for those with health savings accounts. Federal e-filing with the Basic Edition costs $14.95, and state filing is an additional $29.95 fee.
eSmart Deluxe Edition
The Deluxe eSmart Tax filing is the best choice for investors and those with home businesses. eSmart’s Deluxe Edition provides all the features of the Basic Edition but with enhanced tools for more advanced investors. This edition, tailored to sole proprietors, freelancers and independent contractors, gives specific guidance on Home Office deductions and asset depreciation. Federal e-filing with the Deluxe Edition costs $19.95, plus an additional $29.95 for state filing.
eSmart Premium Edition
The Premium eSmart Tax filing option is recommended for small business owners who have more tricky tax situations — it allows users to maximize deductions from a small business, the sale of a house, or income and deductions related to rental properties or real estate. This edition provides expert guidance and advice concerning the sale of business assets or gains, profits and loss for S corporations (Schedule D). Federal e-filing costs $34.95, and state filing is an additional $29.95.
CouponThere are no eSmart Tax coupons at this time.
Learn more about eSmart Tax and the interface in this video.
E Smart Tax Filing Users Weigh In
Here’s a sampling of what consumers have to say about their experiences with eSmart Tax.
Positive eSmart Tax Reviews[eSmart Tax] have put in a request for my refund, yay! I think other e-filing services are more thorough and accurate but their customer service, at least for me, had the answers I needed! Sharron, ConsumerAffairs.com, 3/2/2105
I had never heard of eSmart Tax before this year but I like their products. They have an easy to use interface, live support, and decent pricing. There’s not a whole lot to dislike about them. I’ll definitely use eSmart Tax again in the future. Alexa, The College Investor, 1/26/2015
Negative eSmart Tax Reviews
Used eSmartTax this year, like I had in past years…It was a good product then but now with Liberty, support is via chat which I just spent over an hour on to get one answer, you don’t get a printout of supporting worksheets, and its state product is overpriced at $26 and that can’t handle simple stuff like US Savings Bonds interest. Javier, The Wirecutter, March 2015
About 1 hr. after submitting, I received an email from ESmart stating that my return had been accepted and to check WMR for further updates regarding the processing of my return. 5 days later, I checked WMR and it showed no receipt of my return. I called the IRS and the agent confirmed that they had no record of me filing. Alison, ConsumerAffairs.com 2/1/2015
How Does eSmart Tax Compare to the Competition?
The Internal Revenue Service reports that more than 90% of tax returns were e-filed in 2015 (tax year 2014), up from 86% in the previous tax year. With so many people e-filing these days, how do companies like eSmart Tax compete against the big online tax software companies? There are always going to be those who prefer to go with a big-name tax service provider rather than a “newer” company like eSmart Tax, but the services offered by eSmart Tax are comparable to most of the big-name, online tax filing providers. Compare all of the leading tax filing services at our Best Online Tax Preparation Software page.
Have you used eSmart Tax filing services in previous years? Share your experiences (good or bad) with us.