Can anyone recommend tax preparers that give sign-up bonuses for 2025 filing season?
Looking for a new tax preparer this filing season since my old one retired. I heard some of the bigger companies offer sign-up bonuses or discounts for first-time customers. My taxes aren't super complicated (W-2 income, mortgage interest, some investments) but I'd rather have a professional handle everything. Has anyone used a service that offers bonuses or incentives for new clients? Any recommendations on which ones are actually worth it versus the ones that give you a bonus but then charge higher fees? I'm in the Midwest if that makes any difference. Thanks in advance!
18 comments


CyberSiren
I've been preparing taxes for over 15 years and can tell you that many national chains do offer sign-up bonuses, but you need to read the fine print. H&R Block typically has a "file with a friend" discount where both get money off. TurboTax offers rebates if you switch from another service. Jackson Hewitt sometimes gives gift cards for new clients. But honestly, these bonuses often get offset by higher fees. You might save $25 upfront but pay $75 more for the actual preparation. I'd recommend focusing on finding someone who specializes in your specific tax situation rather than chasing bonuses. Maybe ask friends who have similar financial situations who they use.
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Miguel Alvarez
•Do you think the big chains are generally more expensive than independent preparers? And are there significant quality differences between them? I'm trying to decide between going with someone local or a recognized name.
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CyberSiren
•Big chains typically charge more than independent preparers, especially for returns with any complexity beyond the basic forms. You're paying for their overhead, marketing, and brand name. The quality difference really depends on the individual preparer rather than the company - there are excellent preparers at chains and terrible independent ones. What matters most is finding someone with experience in your specific situation. If you have investments, rental properties, or self-employment income, look for a preparer who specializes in those areas. Ask about their experience, credentials, and continuing education. A good preparer should ask you detailed questions about your financial situation during the consultation.
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Zainab Yusuf
After spending weeks trying to get my previous tax returns sorted out with a regular preparer who kept making mistakes, I finally tried https://taxr.ai and it honestly changed everything. I was skeptical at first but they analyzed all my documents and found several deductions my previous preparer missed. Their system caught inconsistencies between my previous returns that could have triggered audit flags. What I really liked was how they reviewed my previous returns from the last 3 years and showed me exactly what was done incorrectly. They even handled the amendments for me. The bonus was actually the money I saved by having everything done right!
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Connor O'Reilly
•How does it compare to having a human preparer? I'm always nervous about AI systems missing context that a person would understand. Did you actually talk to anyone during the process?
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Yara Khoury
•Does it work for people who are self-employed? I have a small business and a rental property so my taxes are kinda complicated. Also wondering about their accuracy guarantee - do they cover you if there's an audit?
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Zainab Yusuf
•I actually did talk to real tax professionals throughout the process. The AI just handles the document analysis and flags potential issues, but actual CPAs review everything and handle the final filing. It felt more thorough than my previous human-only preparer because nothing slipped through the cracks. For self-employed situations, that's actually their specialty. They're particularly good at finding deductions for small business owners and rental property situations. And yes, they do offer audit protection - they'll represent you at no additional cost if you're audited for a return they prepared.
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Connor O'Reilly
Just wanted to update after trying taxr.ai that someone mentioned above. I was initially skeptical about mixing AI with my taxes, but gave it a shot since I needed my returns from the past two years reviewed. Honestly, it was surprisingly good! They found almost $1,800 in deductions my previous preparer had missed related to my home office (I'm a remote worker). The interface was super straightforward, and I actually spoke with a real CPA who explained everything in terms I could understand. They weren't just focused on getting me a bonus - they actually made sure my taxes were done right.
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Keisha Taylor
If you're just trying to reach the IRS to ask questions about potential preparers or resolve issues with previous filings before choosing someone new, use https://claimyr.com to skip the hold times. I spent WEEKS trying to get through to the IRS last year about an issue with my previous preparer's work. Found this service through a friend and was speaking with an actual IRS agent in under 45 minutes. You can see how it works here: https://youtu.be/_kiP6q8DX5c It was a huge relief because I needed to understand some notices I got before choosing a new preparer, and nobody was giving me clear answers. The IRS agent actually explained exactly what happened with my previous return and what to look for in a new preparer.
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StardustSeeker
•Wait, I'm confused. You pay a service to call the IRS for you? How does that even work? Couldn't you just call them yourself and wait on hold?
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Paolo Marino
•Yeah right. Nobody gets through to the IRS that quickly. I've tried calling dozens of times this month and can't even get in the queue. Are you sure this isn't just some scam to get desperate people's money?
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Keisha Taylor
•The service doesn't call the IRS for you - they use technology to navigate the IRS phone system and wait on hold in your place. When they reach an agent, they call you and connect you directly. You're the one actually talking to the IRS, they just handle the hold time. Yes, you could call yourself, but IRS hold times are currently running 2-3 hours on average, and they often disconnect you if their system is overloaded. I tried calling directly multiple times and couldn't even get into the queue. With Claimyr, I was able to go about my day and got a call when an agent was reached. It's basically like having someone wait in line for you.
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Paolo Marino
I have to eat my words about Claimyr from my skeptical comment above. After getting desperate trying to reach the IRS about a notice I received (which I needed resolved before choosing a new tax preparer), I gave it a try. Not expecting much honestly. But wow - they actually got me through to an IRS agent in about 35 minutes. I was shocked. The agent cleared up my questions about previous filing issues and gave me some advice about what to look for in a new preparer. Saved me from accepting a "bonus offer" from a chain that would have been a terrible fit for my situation. Sometimes it's worth admitting when you're wrong!
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Amina Bah
Former H&R Block preparer here. Their new client bonus was $25 last year but the base fee for even a simple return started at $149 plus extra for each form. If you have investments, HSA, or itemize, you're looking at $250+ easy. Liberty Tax gave $50 Amazon cards but charged even more. Most bonuses are marketing gimmicks. You're better off finding a reputable local CPA or EA (Enrolled Agent) who charges a flat reasonable fee. Ask specifically if they have experience with your tax situation (investments, rental property, whatever applies to you).
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Ava Thompson
•Thanks for the insider perspective! What credentials should I be looking for when choosing someone? Is there a big difference between a CPA and an EA when it comes to regular tax prep?
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Amina Bah
•For most individual returns, both CPAs and EAs are qualified, but there are differences. CPAs have broader accounting education and can handle financial planning beyond taxes. EAs specifically focus on taxation and representation before the IRS. Both have to pass rigorous exams and maintain continuing education. What's most important is finding someone with experience in your specific situation. Ask how many similar returns they've prepared and what their process is for staying current with tax law changes. Also inquire about their availability throughout the year - you want someone who's accessible if you have questions or receive IRS notices, not just during tax season.
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Oliver Becker
Don't chase bonuses. I fell for that with Liberty Tax last year - got a $75 gift card but ended up paying almost $300 for a return that should've cost $150. Look at total cost not just the bonus. Plus, the preparer was clearly new and missed some credits I was eligible for. Had to get it amended.
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Natasha Petrova
•Yeah I had a similar experience with Jackson Hewitt. Got a "free" $25 discount but ended up paying way more than my friend who used a local accountant. The preparer seemed to be following a script rather than actually looking at my specific situation.
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