• Backer / Robo-advisor for 529 Plans – Build, Manage, and Grow Savings

    Brand:Backer
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    • Backer is a Robo-advisor for your 529 plans helping you manage, monitor, and find low-cost funds for your child’s educational expenses.
    • Get started in 5 minutes and discover the best plans and tax savings.
  • eSmart Tax Online Preparation / E-file Your Taxes

    • eSmart Tax Online Preparation is convenient and easy to use DIY service to prepare and e-file your taxes. Offered by Liberty Tax.
    • Get a straight-forward interview-style process that is easy to use.
    • Features include Tax Guarantee for Maximum Refund.
    • Choose from 4 options: free, basic, deluxe, premier.
    • Get started with a Free version and upgrade for more complex returns.
  • Jackson Hewitt Online Tax Preparation and E-file / Free and Simple

    • Jackson Hewitt Online is an online tax preparation software helping DIY taxpayers.
    • Complete your tax returns online or choose to file in-person at nearly 6,000 locations.
    • Choose from 3 tax preparation options: free, deluxe and premier.
    • Get unlimited online support with a 100% accuracy and maximum refund guarantee.
    • Multiple refund options are available including Early Refund Advance*
  • Lexington Law / Legal Help to Fix Your Credit Report

    • Lexington Law is a law firm offering credit repair services to improve credit profiles by identifying negative items hurting credit scores.
    • Assists in the removal of questionable credit report items every single day.
    • Join 500,000+ clients.
    • Get started easily with a free consultation.
  • CreditRepair.com Get Help With Your Credit Report

    • CreditRepair.com offers a three-step plan for checking, challenging, and changing your credit report.
    • Keep an eye on your progress from anywhere through mobile apps for phones and tablets.
    • Monthly subscription model with online tools to help clients track results and free access to your credit report summary.
  • Personal Capital / Wealth Management and Human Advisors

    • Personal Capital Wealth Management is a fee-based investment advisory service with access to human advisors.
    • Get a free analysis of your investments and speak with an advisor.
  • Self Credit Builder Loan / Establish and Improve Your Score

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    • Self Credit Builder Loan is an alternative to a secured credit card and helps to establish or strengthen your credit profile and can improve credit score.
    • Save money each month while building your credit.
    • Get access to a free credit score.
    • Payments are reported to all 3 major credit bureaus.
  • LendKey Student Loan Refinance / Credit Unions and Community Banks

    Brand:LendKey
    • LendKey connects you with local banks and credit unions to refinance your student loans.
    • Refinance both federal and private, including graduate loans, into one convenient loan.
    • No origination fees. No application fees. No prepayment.
    • Flexible repayment options, including fixed and variable rate loans with 5 to 20-year terms.
    • Checking your rate does not affect your credit score.
  • myFICO 1 Bureau Monitoring / Get FICO Score

    • myFICO 1-Bureau credit monitoring and FICO® Score alerts. Access the credit scores 90% of the top lenders use for mortgage, auto, and credit card lending.
    • FICO® Scores and Experian credit report updates available monthly.
    • 24×7 identity theft restoration and $1 million identity theft insurance.
    • Monthly subscription service with multiple tiers available.
  • Credit Karma Tax Free Online Preparation / $0 State and $0 Federal

    Brand:Cash App
    • Credit Karma Tax online preparation is 100% free service to file both state and federal tax returns, offered by the makers of the free credit score app.
    • $0 cost for everyone, from start to finish, and includes filers who take deductions and credits.
    • Filings are checked for accuracy but all filers receive Free Audit Defense.
    • 24/7 live chat to help you with your filing questions.
  • Liberty Tax Online Preparation / File Taxes with In-branch Support

    • Liberty Tax Online Preparation offers in-branch tax preparation and filing services with an online filing option for DIY taxpayers.
    • Choose from 4 options: simple, basic, deluxe, premium
    • Start your tax preparation online and complete the filing with in-person office support, if necessary.
  • TaxSlayer Online Tax Preparation / Free Filing and E-file

    • TaxSlayer Simply to prepare and file your taxes online.
    • 100% free for simple tax situations with maximum refund guaranteed.
    • Easy navigation and simple interface with 100% accuracy guarantee.
    • Access to tech assistance through email and phone support.
    • No upfront fees and choose to pay for upgraded options using federal tax refund.
  • TaxAct Online Tax Preparation / Free Filing Made Easy

    • TaxAct online tax preparation offers fast, free filing for simple returns of your state and federal taxes with step-by-step guides and free unlimited email and phone support.
    • Get your maximum refund. If TaxAct made a mistake, you’re covered with the $100k Accuracy Guarantee.
    • Available upgrade during the process if you have a more complex return without restarting.
    • Request refunds through direct deposit, mailed check, or get a gift card.
  • FreeTaxUSA Online Tax Preparation / Free Filing

    • FreeTaxUSA online tax preparation is a low-priced tax software owned by TaxHawk to help you prepare, print and e-file your taxes.
    • Federal returns are free for everyone–self-employed, investors, rental property owners. State tax returns are extra.
    • With the Free version of FreeTaxUSA, you have access to support topics and email customer support.
    • Get started with the Free version and upgrade if you need additional support for more complex returns.
  • H&R Block Online Tax Preparation / Free and Upgradeable

    • H&R Block online tax preparation with electronic filing offers access to 24/7 chat support and over 12,000 brick-and-mortar locations.
    • Start with free basic filing and upgrade for more complicated tax situations.
    • Choose to receive your refund via direct deposit into a bank account or H&R Block Emerald Prepaid card.

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