Column Tax Expert Review: Professional Tax Guidance Made Simple

Introducing Column Tax Expert Review: Professional tax guidance at your users’ fingertips

Filing taxes remains a complicated process, and we’re committed to simplifying it for all U.S. taxpayers. Column Tax’s embedded tax APIs already allow banks, fintechs and other platforms to give their users the most efficient, accurate, and transparent tax filing experience within their apps. This has helped our end users file in under 30 minutes on average (compared to about three hours for the average U.S. taxpayer). But we’ve found that many taxpayers are still looking for the peace of mind that only an expert tax professional can provide.

That’s why we created Column Tax Expert Review — to ensure that even more of our end users feel confident about their tax returns and are empowered to make the most of their tax filings. The benefits also extend to our customers: Because when your users have the option to have an expert review their return before they file, you’re able to enhance the tax filing experience for them and earn deeper engagement and loyalty as a result.

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The demand for expert tax assistance is on the rise  

In 2009, 67% of U.S. tax filers used professional assistance to prepare their tax returns. While that number dipped to 53% during the pandemic, it has steadily climbed back, reaching 57% in 2023.

The message is clear: Many U.S. taxpayers (and that includes your users) still want expert guidance to ensure their tax filings are accurate, complete, and optimized to maximize their refunds. For them, the assurance of a professional review is essential to feeling confident about their taxes.

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Column Tax end users are asking for expert review of their taxes

The questions we’ve received from Column Tax end users highlight the demand for expert assistance. Many of these users want their returns double-checked to ensure accuracy and avoid mistakes.

Here are just a couple inquiries we received in 2024:

“Can I still have H&R Block review my taxes even though they were already accepted by the IRS? I feel like I didn’t do something right.”

“Is there any service you offer to have someone review my taxes before I e-file? I just want to make sure I have everything correct to avoid an audit.”

Column Tax offers a 100% accuracy guarantee, but we understand that having a tax professional double-check a tax return can alleviate so much of the uncertainty that can accompany the tax filing process — particularly for filers with complex situations. At the end of the day, we want every person to be totally confident in the accuracy and completeness of their tax returns. 

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How Column Tax Expert Review adds even more support 

Column Tax Expert Review combines advanced technology with personalized support to simplify tax filing like never before. With professional guidance embedded directly in your app, your users can confidently file their taxes knowing every detail has been reviewed by an expert. Whether they have a complex situation or just need a second opinion, Expert Review provides them:

Expert Review: A tax expert closely reviews each user’s tax returns before it’s submitted to the IRS. Any potential errors, missed deduction opportunities, and incomplete information are flagged with clear recommendations and next steps.  

Additional Guarantees: Each filing with Column Tax Expert Review also comes with an Expert Accuracy Guarantee. Your users will always receive their maximum refund. 

Tax filers using Expert Review can also see the status of their tax returns as they are reviewed by our tax experts — all within your app. If any questions or issues arise during the expert review process, they will receive an email with next steps to get them resolved. This detailed return review process ensures that any potential errors or omissions are handled before the tax return is officially submitted to the IRS. 

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Column Tax Expert Review is elevating the assisted tax experience 

Many assisted tax options fall short of providing the experience taxpayers deserve. These services often:

• Surprise users with hidden fees.
• Cap the amount of expert support available.
• Skip thorough reviews before filing.
• Lack year-round support within the financial apps people already trust.

Column Tax Expert Review elevates the assisted tax experience by providing transparent pricing, expert guidance, and seamless integration within your app.

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See what in-app tax filing with Expert Review can do for your users 

With Column Tax Expert Review, taxpayers enjoy seamless review from certified tax professionals. It’s the premium tax filing experience they deserve, and it’s available now within any financial app integrated with Column Tax. 

Ready to see how Column Tax Review can take your app’s tax filing experience to the next level? Reach out to us today to schedule a demo.