A Review of the Major Tax Preparation Services

March 19, 2016

Each year we review tax preparation services. This year, before preparing our review, we surveyed a select group of CI subscribers on which service they use and asked for their input on its benefits and downsides. The responses were valuable in helping to focus our write-up, and we refer to their comments throughout.

According to the survey, roughly 59% of respondents use a tax preparation service to file their taxes. A majority of respondents (68%) use TurboTax, while 21% use H&R Block, 7% use TaxAct and 4% use a different service (Figure 1).

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Feature Archives

Buying a Computer

Trends in the computing industry and issues to consider before purchasing a new computer or upgrading your current system.


Analyzing, selecting and trading exchange-traded funds

Investor Sentiment

Using investor sentiment to indentify tops and bottoms in the market.

Market Breadth & Timing

Market breadth and momentum indicators to gauge the market's overall direction.

Mutual Fund Screening & Analysis

Screening for and analyzing mutual funds.

Online Discount Brokers

In-depth reviews of online discount brokers and their tools, features and flaws.

Portfolio Management

Constructing a portfolio of investments and the issues involved, including risk management.

Software Reviews

In-depth reviews of some of the most popular investment-related software.

Stock Screening & Analysis

How to filter for prospective stocks, plus techniques and resources for analyzing individual stocks.

Stock Valuation

Determining the "true worth" of a company.

Technical Analysis & Charting

Using technical indicators and charts to help time your buy and sell decisions.

Tax Preparation

Using computerized tools and resources to prepare and file your personal income taxes.

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