Ratings Methodology for Tax Software
NerdWallet’s overall ratings for tax software providers are weighted averages of ratings in the following categories:
Pricing.
Tax forms supported.
Tools.
Features and ease of use.
Customer support availability.
Access to a tax professional.
Audit support.
Data collection and review process
We collect data from providers, do firsthand testing and observe provider demonstrations, as necessary. Our process starts by sending detailed questions to providers. The questions are structured to equally elicit both favorable and unfavorable responses. They are not designed or prepared to produce any predetermined results. The provider’s answers, combined with our specialists’ hands-on research, make up our proprietary assessment process that scores each provider’s performance.
The final output produces star ratings from poor (1 star) to excellent (5 stars). Ratings are rounded to the nearest half-star.
Information updates
Factor weightings
The review team
The combined expertise of our team is infused into our review process to ensure thoughtful evaluation of products and services from the customer's perspective.
Pricing
Tax forms supported
Tools
Features and ease of use
Customer support availability
Access to a tax professional
Audit support
Do you want to provide feedback? Contact us at [email protected].