Eztaxreturn
Eztaxreturn operates an online self-serve tax preparation and e-filing platform serving individual US taxpayers with simple to moderately complex returns via a guided interview workflow, offering federal and state filing services since 1999.
- Company typePrivate
- Founded1999
- HeadquartersJersey City, United States
- Headcount11–50
- GTM typeB2C
- OfferingSoftware
What Eztaxreturn does
Eztaxreturn, operating as ezTaxReturn.com, LLC, is an online tax preparation and e-filing platform serving individual US taxpayers. Founded in 1999 and headquartered in Jersey City, New Jersey, the company operates a self-serve, product-led web application that guides users through federal and state tax preparation using a step-by-step interview workflow with automated error checking and refund calculation. The platform is an IRS-authorized e-File Provider and supports both English and Spanish language interfaces. Product security is anchored by DigiCert EV SSL certificates and daily vulnerability scanning across 7,000+ automated security tests.
The company monetizes through per-return fees: federal returns are free for simple filings and $44.99 for standard returns, state returns are $45.99, and combined federal-plus-state packages are priced at $90.98. Average revenue per return is expanded via optional add-ons including Audit Defense Protection ($42.99), Amended Return Insurance ($12.99), and a Refund Transfer service ($39.95) delivered through a partnership with TPG Bank that allows users to deduct filing fees from their IRS refund. Distribution is direct-to-consumer exclusively through eztaxreturn.com, supplemented by participation in the IRS Free File Alliance for AGI-eligible filers.
Marketing is primarily organic, leveraging a bilingual tax-tips blog, social media presence across Facebook, X, LinkedIn, Pinterest, and Instagram, customer testimonials, SEO, and trust credentials including BBB accreditation and TRUSTe privacy certification. The company employs 11-50 people, operates as a privately-held LLC with no disclosed institutional funding or parent company, and has no mobile application, API, or third-party integrations beyond the TPG Bank financial arrangement. The business is entirely US-domestic and seasonal, with revenue concentrated in the Q1 tax filing window.
Eztaxreturn firmographics
Firmographics- Name
- Eztaxreturn
- Legal name
- ezTaxReturn.com, LLC
- Website
- https://eztaxreturn.com
- Company type
- Private
- Founded year
- 1999
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Eztaxreturn operates an online self-serve tax preparation and e-filing platform serving individual US taxpayers with simple to moderately complex returns via a guided interview workflow, offering federal and state filing services since 1999.
- Ownership category
- akta.pro rank
Eztaxreturn industry classification
Industry- Product category
- Tax Preparation Software
- NAICS
- Accounting, Tax Preparation, Bookkeeping, and Payroll Services (5412)
- SIC
- Services-Prepackaged Software (7372)
- akta.pro primary industry
- Revenue Systems, E-Filing & Digital Tax Administration (BPAIADAO)
- akta.pro secondary industry
- eSignature, Forms & Digital Workflow Platforms (HDAEAHAJ)
Keywords
Where Eztaxreturn is headquartered
LocationHeadquarters
- HQ city
- Jersey City
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Eztaxreturn business model
Business model- GTM type
- B2C
- Offering type
- Software
- Cost components
- Technology or R&D, Personnel, Operations, Marketing or Sales, Infrastructure
Revenue model
- Tax Preparation Software (Federal): One-time fee for federal tax return preparation and e-filing. Simple returns free; standard returns $44.99
- State Tax Return Filing: One-time fee of $45.99 for state tax return preparation and e-filing, typically purchased alongside federal filing
- Audit Defense Protection: Optional add-on service at $42.99 providing coverage for IRS penalties for calculation errors and audit support
- Amended Return Insurance: Optional insurance product at $12.99 for amended return filing protection
- Refund Transfer: Refund transfer service through TPG bank allowing users to pay nothing out of pocket; fee of $39.95 deducted from refund
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Freemium | One time/ perpetual license | Free Federal for Simple Returns |
| One time/ perpetual license | One time/ perpetual license | Federal Tax Return - $44.99 |
| One time/ perpetual license | One time/ perpetual license | State Tax Return - $45.99 |
| One time/ perpetual license | One time/ perpetual license | Combined Fed & State - $90.98 |
| Unit Pricing | One time/ perpetual license | Audit Defense Protection Add-on - $42.99 |
| Unit Pricing | One time/ perpetual license | Amended Return Insurance - $12.99 |
| Transaction based/ take rate | Pay-as-you-go | Refund Transfer - $39.95 |
Go-to-market motion1 record
Distribution channels2 records
Marketing channels5 records
Eztaxreturn product offering
Product offeringCore offering
ezTaxReturn is an online tax preparation and e-filing platform that enables individual U.S. taxpayers to prepare and electronically submit federal and state income tax returns. The service uses a guided interview workflow with automated error checking and integrates directly with the IRS e-File system, charging a one-time fee for non-simple returns while offering free filing for qualifying simple federal returns.
Product overview
ezTaxReturn is an online tax preparation and e-filing platform offering a unified suite of tax filing services. The core platform provides federal tax return preparation (Free for simple returns, $44.99 for standard returns) and state tax return filing ($45.99). Add-on services include Audit Defense Protection ($42.99), Amended Return Insurance ($12.99), and Refund Transfer payment option ($39.95). The company also provides free tools including a Tax Calculator and Tax Resource Center. Users can file federal and state returns together for $90.98. The platform has been operating since 1999 and supports Spanish-language interface.
Differentiator
Problem solved
Functional benefit
Products and services
- ezTaxReturn Online Tax Preparation Platform
- State Tax Return Filing
- Audit Defense Protection
- Amended Return Insurance
- Refund Transfer
Quantifiable outcome
- File taxes in as little as 30 minutes
- +2 more outcomes
Companies that use Eztaxreturn
Customer profileNamed customers5 records
Segments5 records
Ideal customer profiles2 records
Eztaxreturn technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature5 records
Eztaxreturn partnerships and signals
Strategic signalScale indicators3 records
Recent moves6 records
Expansion highlights4 records
Eztaxreturn competitors and assessment
Company assessmentDirect peers
- TurboTax (Intuit): Intuit's consumer tax preparation software is the dominant player in the DIY online tax filing space. Direct competitor offering federal and state e-filing with similar guided interview workflow, premium tiers, and IRS Authorized e-File status.
- H&R Block: Major competitor offering online DIY tax software alongside a large retail office footprint. Competes directly on federal/state filing, paid tiers, audit support add-ons, and pricing.
- TaxAct: Direct DIY online tax software competitor offering federal and state filing at value pricing. Competes head-to-head with ezTaxReturn on price-sensitive individual filers and Xpert tier for complex returns.
- FreeTaxUSA: Closest direct peer by positioning: low-cost online tax preparation with a free federal tier and low-priced state filing. Same freemium playbook and price-disadvantaged customer focus as ezTaxReturn.
- TaxSlayer: Online DIY tax software competitor offering federal and state e-filing with free federal tier, premium tiers, and self-employed packages. Directly comparable product structure and pricing tiers.
- Jackson Hewitt: Tax preparation service with both online DIY software and retail office footprint. Competes on federal/state e-filing with similar pricing structure and add-on services like audit assistance.
- Liberty Tax: Tax preparation company offering online and in-person services. Direct competitor in individual tax filing with comparable e-filing capabilities and seasonal service model.
Emerging players
- Cash App Taxes (Block): Block's free tax filing product (formerly Credit Karma Tax) offers 100% free federal and state filing with no paid tiers. Competes on the free-tier segment where ezTaxReturn also competes, with a stronger mobile ecosystem.
- IRS Direct File: IRS's own free federal tax filing pilot. Directly competes with ezTaxReturn's free simple federal tier; if scaled nationwide, materially compresses demand for free-tier DIY commercial software.
Broad incumbents
- Drake Software: Established tax software provider whose TaxAct brand is a direct competitor, but the broader Drake portfolio includes professional preparer software across individual and business tax. Comparable technology stack and IRS e-File infrastructure.
Market position
Strengths4 records
Weaknesses5 records
Competitive moat4 records
Key risks1 record
Key highlights7 records
Customer concentration
Eztaxreturn social profiles
Digital presenceEztaxreturn financial estimates
Financial estimateRevenue estimate
Valuation estimate
Eztaxreturn leadership team
Management profileNumber of profiles
Profiles2 records
Eztaxreturn funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Eztaxreturn M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Eztaxreturn
What does Eztaxreturn do?
ezTaxReturn is an online tax preparation and e-filing platform that enables individual U.S. taxpayers to prepare and electronically submit federal and state income tax returns. The service uses a guided interview workflow with automated error checking and integrates directly with the IRS e-File system, charging a one-time fee for non-simple returns while offering free filing for qualifying simple federal returns.
Is Eztaxreturn a public or private company?
Eztaxreturn is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Eztaxreturn founded?
Eztaxreturn was founded in 1999. It employs 11 to 50 people.
Where is Eztaxreturn based?
Eztaxreturn is headquartered in Jersey City, United States, in the North America region.
How does Eztaxreturn make money?
Five revenue lines are on record. Tax Preparation Software (Federal) is the primary driver. The others are state Tax Return Filing, audit Defense Protection, amended Return Insurance and refund Transfer.
Who are Eztaxreturn's main competitors?
Direct peers on record are TurboTax (Intuit), H&R Block, TaxAct, FreeTaxUSA, TaxSlayer, Jackson Hewitt and Liberty Tax. Emerging players are Cash App Taxes (Block) and IRS Direct File. Drake Software is listed as a broad incumbent.
Does Eztaxreturn have an API?
No public API is recorded for Eztaxreturn.
What industry is Eztaxreturn in?
Eztaxreturn's product category is Tax Preparation Software. Its primary akta.pro industry code is BPAIADAO, Revenue Systems, E-Filing & Digital Tax Administration, with a secondary code of HDAEAHAJ, eSignature, Forms & Digital Workflow Platforms. Its NAICS code is 5412 and its SIC code is 7372.