H&R Block Tax Pro Go Review

What if you could get professional help filing your taxes without ever leaving the comfort of your own home? What if you could hire the tax pro you’ve been using for years, even if you moved to a new state?

This is something I’ve personally been wishing for a long time! And now, thanks to the new H&R Block Tax Pro Go service all of these wishes are a reality.

No more wasting time trying to schedule a meeting. No more waiting in lines at the tax office.

With H&R Block Tax Pro Go you’ll get personalized features that help you complete your taxes without ever stepping into an office.

Sounds too good to be true, but I promise you it’s not! Here’s how to get started.

What is H&R Block Tax Pro Go?

H&R Block Tax Pro Go is a budget-friendly, time-saving solution to traditional tax filing. Without ever leaving your home you can start the tax filing process on your own time — when it’s convenient for you.

I don’t know about you, but it tends to take me several weekends to prep, file, and complete my self-employed taxes — not to mention the time it takes to meet with your accountant.

Thankfully, with H&R Block Tax Pro Go you can upload tax documents at your leisure, then sit back while a trusted professional completes your tax return.

Their expertly matched tax professional will ensure every tax deduction and credit you’re entitled to will be found, so you can get the maximum tax refund.

Sign up for H&R Block Tax Pro Go

As you may already know, I’ve been using H&R Block to file my taxes since 2009. And in fact, I used to work as a Tax Professional myself for them for 4 years.

I’ve always found H&R Block’s services, customer interaction, and employees to be very helpful and understanding. This is why I continue to recommend and use their services year after year.

1. Getting started with Tax Pro Go

You’ll begin by clicking over to the H&R Block Tax Pro Go page and hitting the “Get Started” button. This setup is quick and easy to get started.

2. Choose your personal details

The next screen will take you to the section where you have to “Select all that apply” related to your personal information. You’ll choose from:

  • Lifestyle: Single, married, have children, own a home
  • Employment: Have a job, self-employed, or own a business
  • Income: Sold stock, own rental property, earned retirement income
  • Deductions: Donated to charity, have student loans
  • States: To complete a state tax return

If none of the choices affect you and your taxes, just click the “Next” button.

3. Get matched with a tax pro

Once you’ve finalized your choices the next screen will take a few seconds and then expertly match you up with a great Tax Professional.

H&R Block Tax Pro Go enables you to get your taxes prepared and filed by a tax professional based on the information you provide online. This will ensure it’s the best match for you and your situation!

You’ll also receive an estimate of how much you expect to pay for your tax prep (this includes one federal and one state tax return).

According to the H&R Block website, most returns will start at less than $60 for this service but my personal taxes are a bit higher since I own a business and sold some stock last year.

4. Login and upload your tax documents

Once you’re ready to continue, you’ll be prompted to either create an H&R Block online tax account or log in to an existing account. In my case, I’ve been an H&R Block employee (and customer!) so I simply had to log in.

The next steps are where you’ll fill in the rest of your personal information, such as your full name, physical address, date of birth, Social Security number, and phone number.

You’ll also list any information pertaining to your spouse and dependents. You’ll then be prompted to upload your tax documents.

Once your Tax Pro receives all your tax documents they will start working on your return. You can expect your return to be completed and sent to you within 5 business days.

5. Organize your taxes and use private messages

As you upload your tax documents you can make the process easier and smoother by categorizing the different types of papers. Choose from Income, Expenses and Deductions, and more.

Not every document you upload will have a category, which is why you can communicate with your tax professional via private messages. You can ask questions or upload more tax documents and receipts as needed.

6. Expect to receive a call

Within the next 2 business days, you can expect your Tax Professional to give you a phone call introducing themselves and discuss your return. After the discussion, they will work to complete your return and then send it back to you for review and approval.

Throughout the process, if you have any questions or concerns, you can send them a private message anytime.

It’s important to note that when your Tax Pro sends a message, you will only be able to see it inside your logged-in H&R Block online account. So be sure to check back often!

H&R Block Tax Pro Go features

To recap, here are some of the best H&R Block Tax Pro Go features that you can use to save time filing your taxes.

This service provides remote tax preparation in just a few quick steps.

  • Tax Pro Match & Upfront Pricing: Answer a few questions about yourself and get matched with the best Tax Pro for your needs based on your answers.
  • Tax Document Upload: Securely upload your digital tax documents, save your progress, and resume where you left off.
  • Chat With a Tax Pro: Securely message your Tax Pro at any time throughout the process.
  • Virtual Tax Preparation: Your return is completed within 5 business days and sent to you for approval. Nothing is done without your permission.
  • Easily Pay & File: Once you approve your return you can choose how to pay. You simply sit back and wait for your guaranteed maximum refund.

Save Time Filing Your Taxes

As busy as we all are these days, everyone can use more time-saving services. And H&R Block Tax Pro Go can save you loads of time!

You’ll be able to avoid scheduling a meeting, driving to the tax office, and spending hours filing your paperwork.

Just think; what could you do with all that extra time during tax season? The possibilities are endless!

This is seriously an awesome service that can save you time and money. Maybe you’ll even start enjoying tax season for once. Give it a try.

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