Tax season is upon us! Between January 1st and April 15 more than 140 million Americans will file their taxes for the previous year. Of those 140 million taxpayers, Andrew and I are included. Tax season has always been such a dreadful time of year for us… Andrew and I usually spend HOURS behind the computer adding information and uploading documents (I’m literally cringing just thinking about it) but this year was different.
I was even more worried about tax season this year because I’m self-employed. Andrew and I were thinking about just going to a professional tax office because last year, we chose a DIY product online and then it was tripled with hidden fees and cost after we spent hours, HOURS, uploading our information and walking through the online process. It was so discouraging and I totally felt cheated… but this year the thought of wasting countless hours in the tax office seriously made me want to cry.
Luckily, H&R Block’s Tax Pro Go swooped in for the save this year! Hallelujah!! I can’t even begin to explain how incredibly easy H&R Block’s Tax Pro Go was for me and Andrew. We knew the price upfront, had a quick call with an H&R Block expert tax professional and uploaded our tax forms through the secure online portal. Our completed return was sent back within 5 days for review and then filed for us, all without having to step foot into a tax office! Andrew and I couldn’t have been happier this tax season!!
When you use H&R Block’s Tax Pro Go, you get paired up with an expert whose specialties match your tax needs! That gave us the peace of mind our taxes were done right. H&R Block has truly made filing taxes with a tax professional even easier than ever before… you can now get your taxes done without ever having to step foot into a tax office. Best part? All the heavy lifting is done for you, leaving you time do whatever you love most!
Instead of spending hours at the tax office, Andrew and I were able to enjoy Mardi Gras to the fullest. Am I kidding? No, I’m not kidding! Andrew and I broke a personal record with our tax season this year – we filed both our taxes under an hour!! (woohoo, happy dance!) So instead of sitting in the tax office, we ate King Cake, watched parades, and spent the day doing what we love: adventuring! Let me guess… you want a worry-free tax season too?! Well lucky for you, below is a step-by-step guide I created while using H&R Block’s Tax Pro Go this year!
HOW-TO GUIDE ON TAX PRO GO:
Logon to www.hrblock.com and select File with a tax pro
Select Get Started under the Virtual tax prep option. The beginning price includes filing your taxes with one state.
Follow the on-screen instructions and click each option that applies to you. The instructions will ask you about your relationship status, your work income, investments, what state(s) you worked in, and much more!
After you are finished telling H&R Block about yourself, you will be matched with an H&R Block tax pro! I got matched with Gloria Taylor who has 20 years of tax experience. H&R block will give you your specific price up front so that you know what you are going to pay.
And if you want to pay for your tax preparation later, H&R Block will help you setup an FDIC insured refund account, your refund gets deposited, your fees are taken out, and the remaining amount is submitted to your checking/savings account.
Step 5: Enter your personal information
You will be asked to enter basic personal information such as your name, address, social security number, email, phone number, etc.
Step 6: Upload your tax documents
If aren’t sure exactly what tax documents apply to you, open the recommended document list on the bottom of the page. If you still need help, click the second link on the bottom of the page and you will be able to get in touch with Tax Pro Go customer support.
Step 7: Review your information and SUBMIT!
Woohoo, you did it! You have submitted all your documents to your Tax Pro Go expert and can now sit back and relax while your tax expert completes your tax return.
What did you do with all the time saved by using H&R Block Tax Pro Go?