Column TaxReviews of columntax.com

At first everything went smoothly: clear and simple guidelines and instructions. BUT! an error code popped up re: state return. Spent a lot of time trying to remedy the problem, but the message wasn't clear on how to resolve and there is no help available via bot or chat. Can you call Column Tax?? Sure, if you're the CEO's brother. The rest of have to email, then wait days for a response.

I appreciated the lower cost and quick responses to emailed requests for help/clarification. However, the answers to my questions were often automated and unclear. For those who have an automatically rebalanced robo-advised account or who buy and sell stocks frequently, be aware that you will need to enter *every single* transaction as a separate 1099-B - very time-consuming! The instructions for this also aren't clear. I had to email twice for clarity. And other details were unclear too, like how to file as a nonresident of a state. I've used TurboTax in the past and really missed the ease of simply logging into my banks and brokerage through TurboTax and having information auto-populate. With Column Tax, be prepared to enter everything by hand. Not sure if I would use this again...