The information contained on this site is provided for informational purposes only and should not be construed as professional advice.
Send-A-Friend In-Office Referral Program
Valid at participating locations. Referred friends must be new customers who receive paid tax preparation at Liberty Tax. Cannot be combined with other offers or used toward past services. One coupon per customer and per return. Other exclusions may apply. Void where prohibited by law. Valid 11/1/2016-10/31/2017. See full Terms & Conditions.
Send-A-Friend Online Referral Program
Get $10 for each qualified new-to-Liberty Tax online customer, and give your Friend a special invitation for 50% off their online tax preparation fees using Liberty Tax. Your Friend will receive an invitation with instructions on how to redeem their special discount offer.
To qualify, your Friend must: (1) Be a new Liberty Tax online customer; and, (2) Access, pay and file a tax return with Liberty Tax using the unique link provided by the referrer. Discount is valid only for new Liberty Tax online customers who accesses using the unique link in their special invitation to file before December 31, 2017. Discount offer valid only for intended recipient, and cannot be combined with any other offer. Terms, conditions, features, availability, pricing, fees, service and support options subject to change without notice.
If receiving electronic payment you will receive an email with your Rewards on a Visa® Prepaid Card (up to the max amount for each qualified referral), up to 45 business days after your Friend redeems their special offer.
Terms, conditions, features, availability, pricing, fees, service and support options subject to change without notice. Program is administered by a third party service provider. Liberty Tax, Inc. may share certain information with a third party service provider for the purposes of the Program.
PLEASE NOTE THAT YOU MUST TELL YOUR FRIENDS THAT YOU ARE ELIGIBLE TO RECEIVE A REWARD IF THEY MAKE A QUALIFYING PURCHASE. If you do not, it is a violation of these Program terms and may result in your immediate termination from the Program, disqualification from future participation, and forfeiture any money owed to you as a result of your participation in this Program.
Liberty Tax, Inc., subsidiaries, affiliates and the Program service providers (“We,” “our”) reserve the right at any time and for any reason to modify these terms, or to change, interrupt or stop the Program either for a period of time or permanently with or without notice. We reserve the right to delay, cancel, revoke, or prevent payment of rewards in any suspected case of fraudulent use or misuse of Liberty Tax software or this Program. Referrals and rewards are subject to verification at our sole discretion. See full Terms & Conditions.
Liberty Accounting
Free Trial
Free Trial accounts available to new Liberty Accounting Customers. Trial use program is for limited time. At the end of the trial period, you may elect to convert the trial account into a standard account at which time regular [monthly subscription fees or however they charge] will apply. Service is provided “as is” during the trial period.
Liberty Tax School
Liberty Tax Service has been approved by the California Tax Education Council to offer Liberty Tax School (CTEC Course #2097-QE-0001), which fulfills the 60-hour “qualifying education” requirement imposed by the State of California to become a tax preparer. A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA 95812-2890, toll-free by phone at (877) 850-2883, or on the Internet at www.ctec.org
Licensed by Oregon Higher Education Coordinating Commission (OAR) 715-045-0033(6). Students must pass the Tax Preparer examination given by Oregon Board of Tax Practitioners before preparing tax returns for others.
In Maryland and New York, additional instruction and requirements are necessary to prepare an individual for employment as a Registered Tax Return Preparer.
In Arkansas, Liberty Tax is licensed By the SBPCE State Board.
In Tennessee, students will be offered employment per satisfactory completion.
Liberty does not make any promise, warrant or covenant as to the transferability of any credits earned at Liberty Tax Service. Credits earned at Liberty Tax Service, may not transfer to another educational institution. Credits earned at another educational institution may not be accepted by Liberty Tax Service. You should obtain confirmation that Liberty Tax Service will accept any credits you have earned at another educational institution before you execute an enrollment contract or agreement. You should also contact any educational institutions that you may want to transfer credits earned at Liberty Tax Service, to determine if such institutions will accept credits earned at Liberty Tax Service prior to executing an enrollment contract or agreement. The ability to transfer credits from Liberty Tax Service to another educational institution may be very limited. Your credits may not transfer, and you may have to repeat courses previously taken at Liberty Tax Service if you enroll in another educational institution. You should never assume that credits will transfer to or from any educational institution. It is highly recommended and you are advised to make certain that you know the transfer of credit policy of Liberty Tax Service, and of any other educational institutions you may in the future want to transfer the credits earned at Liberty Tax Service, before you execute an enrollment contract or agreement.
*Enrollment in, or completion of, the Liberty Tax Course is neither an offer nor a guarantee of employment, except as may be required by the state. Additional qualifications may be required. Enrollment restrictions apply. State restrictions may apply and additional training may be required in order to become a tax preparer. Valid at participating locations only.
Want to help manage your year-end taxes? Here are some tax-saving planning tips:
Donate to your favorite charity. Charitable contributions to a qualified tax-exempt organization are an excellent way to decrease your taxable income. Plus, they help others. Do you have an older vehicle sitting around that nobody uses? Donate it. Older clothes, etc. Be certain you receive a receipt (written acknowledgement) containing the dollar amount of your donation. This will be needed for tax purposes. The IRS does not consider a cancelled check alone as sufficient proof of a donation of $250 or more.
Buy U.S. Savings Bonds. These investments are tax-free until the date they are cashed. In other words, the income is deferred until the day you cash them.
Hire your children. If you own a business, consider hiring your children to shift some taxable dollars to them. By hiring your own kids to work in your business, you lower your taxable income and the kids receive tax-free income. If they are too young to perform easy tasks such as washing the company car, include their picture in your company literature. Older children can perform tasks such as filing and answering the phones.
Stock Option Trust. Consider putting some or all of your nonqualified stock options in trust for your children. Although you must pay income tax on the value of the options when they are exercised, you could save quite a lot of estate and gift tax. Most option plans may need to be amended to allow this type of transfer. Consult with your financial planner for more details.
Life insurance proceeds. Another way of transferring money to other members of your family is via life insurance. The face value of the policy is not taxable to the recipient if such amounts are paid by reason of the death of the insured. Life insurance is considered a form of trust, whereby the insuring company is the trustee. Interest received from the policy is taxable to the recipient, however. Distribution amounts (income) will be shown on Form 1099-R.
Gifts. Consider giving gifts of either property or cash to help reduce your tax liability. Excluded from gross income are the following: