• Tax Return Products and Services

    There are so many good things happening at Jackson Hewitt® . More value, more service, more product offerings than ever before.

    • Your Maximum Refund Guaranteed or Your Tax Prep Fee Back

      We’ll get you the maximum federal tax refund or your tax prep fee back. Period.

      *If you are entitled to a larger refund, we'll refund the tax preparation fees paid to us for that filed return (other product and service fees excluded). Federal returns only. Same tax facts must apply. You must file an amended return with another paid tax preparation company and/or online provider by April 18, 2017 and submit your claim no later than October 15, 2017 with proof that the IRS accepted the positions taken on the amended return.

    • 100% Accuracy Guaranteed or We Pay Penalties and Interest*

      We'll pay penalties and interest charges if any local Jackson Hewitt® office makes an error preparing your tax return.

      *With the 100% Accuracy Guarantee, if we make an error preparing your return, we will cover penalties and interest. You must (a) notify your local Jackson Hewitt Tax Service® office in writing or in person within 30 days of the date set forth in the first letter you receive from any taxing authority concerning your covered tax return (and promptly at any time you otherwise discover any error); (b) provide your local Jackson Hewitt® office with copies of all documents related to the claim or otherwise requested (including any letters from a taxing authority and all documentation supporting your tax return); and (c) allow your local Jackson Hewitt office and Jackson Hewitt Inc. to investigate, question, or challenge the penalty, interest, additional tax or refund shortfall, in any manner they deem appropriate, at their expense, and cooperate and assist them in these efforts (including signing appropriate authorizations). You are responsible for paying the appropriate taxing authorities in a timely fashion, regardless of reimbursement by a Jackson Hewitt office or Jackson Hewitt Inc., as the case may be.

      Coverage under the Accuracy Guarantee is subject to payment of tax preparation fees. Coverage under the Accuracy Guarantee does not apply to the following situations ("Exclusions"): (i) you provided incorrect, incomplete or false information to your local Jackson Hewitt office or to Jackson Hewitt Inc.; (ii) your tax refund was reduced or not received as a result of a tax lien, judgment, support order, unpaid student or government-related loans, back taxes, or any other collection activity; (iii) you are unable to substantiate a deduction, credit, or other position taken on the covered tax return (whether it be a failure to produce sufficient documentation or otherwise); (iv) you failed to timely file the tax return or pay the taxes shown as owing on such return; and/or (v) fraud. and/or (vi) for Affordable Care Act (ACA) tax preparation and/or related ACA services (collectively "ACA Services"), or for any changes in income from the prior year(s) and reconciled in the current tax year that may affect the Premium Tax Credit advance for which the taxpayer was eligible to receive, or for income estimates made in any tax year that may affect any tax year reconciliation process in Form 8962 Premium Tax Credit (collectively "Excluded ACA Services"). The only ACA Services included are Line 61-Form 1040, Line 38-Form 1040A, Line 11-Form 1040EZ, Form 8962–Premium Tax Credit (but not for Excluded ACA Services), and Form 8965-Health Coverage Exemptions. Void if you refile with another tax preparation company

    • FREE IRS Audit Assistance

      If you receive an audit notice from the IRS, contact your Jackson Hewitt® office. We'll appear with you at the audit to explain how your tax return was prepared. Please note that Jackson Hewitt cannot act as your legal counsel or financial advisor.

    • Worry-free Gold Guarantee®*

      With the Worry-free Gold Guarantee®, you may receive reimbursement for any additional tax liability – or reduction in your refund – up to $5,000 if a Jackson Hewitt tax preparer makes an error preparing your return. Fee applies. Not available in TN and HI.

      * Fees, terms and conditions apply for Worry-free Gold Guarantee® ("Gold Guarantee"). If a taxing authority notifies you of a tax return error, contact Jackson Hewitt and present your Gold Guarantee Certificate. Resolution may include reimbursement for any additional tax liability or reduction in your refund amount up to $5,000. You must (a) notify your local Jackson Hewitt Tax Service office in writing or in person within 30 days of the date set forth in the first letter you receive from any taxing authority concerning your covered tax return (and promptly at any time you otherwise discover any error); (b) provide your local Jackson Hewitt office with copies of all documents related to the claim or otherwise requested (including any letters from a taxing authority and all documentation supporting your tax return); and (c) allow your local Jackson Hewitt office and Jackson Hewitt Inc. to investigate, question, or challenge the penalty, interest, additional tax or refund shortfall, in any manner they deem appropriate, at their expense, and cooperate and assist them in these efforts (including signing appropriate authorizations). You are responsible for paying the appropriate taxing authorities in a timely fashion, regardless of reimbursement by a Jackson Hewitt office or Jackson Hewitt Inc., as the case may be. Gold Guarantee coverage is subject to payment for the Gold Guarantee. Coverage under the Gold Guarantee does not apply to the following situations ("Exclusions"): (i) you provided incorrect, incomplete or false information to your local Jackson Hewitt office or to Jackson Hewitt Inc.; (ii) your tax refund was reduced or not received as a result of a tax lien, judgment, support order, unpaid student or government- related loans, back taxes, or any other collection activity; (iii) you are unable to substantiate a deduction, credit, or other position taken on the covered tax return (whether it be a failure to produce sufficient documentation or otherwise); (iv) you failed to timely file the tax return or pay the taxes shown as owing on such return; and/or (v) fraud. and/or (vi) for Affordable Care Act (ACA) tax preparation and/or related ACA services (collectively "ACA Services"), or for any changes in income from the prior year(s) and reconciled in the current tax year that may affect the Premium Tax Credit advance for which the taxpayer was eligible to receive, or for income estimates made in any tax year that may affect any tax year reconciliation process in Form 8962 Premium Tax Credit (collectively "Excluded ACA Services"). The only ACA Services included are Line 61-Form 1040, Line 38-Form 1040A, Line 11-Form 1040EZ, Form 8962–Premium Tax Credit (but not for Excluded ACA Services), and Form 8965-Health Coverage Exemptions. The Gold Guarantee is available at participating locations only and is not available in all states. You must have a valid Social Security Number (SSN) or Individual Taxpayer Identification Number (ITIN) to purchase the Gold Guarantee. Void if you refile with another tax preparation company.©2016 Jackson Hewitt Inc. Gold Guarantee® is a registered trademark of Jackson Hewitt Inc. Whether or not you purchase Worry-free Gold Guarantee®, you will still receive the Jackson Hewitt Guarantees (100% Accuracy, Maximum Refund, and IRS Audit Assistance) included with your paid tax preparation. If you have any questions, call 1.866.718.5389.

    • Audit Security Gold GuaranteeSM*

      With Audit Security Gold GuaranteeSM, if the IRS questions the accuracy of the return we prepared, we'll manage your case from the moment the IRS contacts you until your issue is resolved. We'll fight for you and handle all correspondence, document preparation, and expenses associated with addressing any amount of tax liability and penalties (including travel to an in-person audit). Fee applies. Not available in TN and HI.

      * Fees, terms and conditions apply for Audit Security Gold GuaranteeSM. To access these services, you must: (i) Contact the IRS (with the assistance of Jackson Hewitt and/or its contractors) per the audit notice received to request an extension of the deadline for responding; (ii) Notify Jackson Hewitt and/or its contractors of any IRS correspondence or notice regarding the return within 15 days from the date of such notice along with a complete copy of the return; (iii) Provide Jackson Hewitt and/or its contractors any further assistance or documents as requested that support claims made on the return; (iv) Pay the Audit Security Gold Guarantee fee. You agree that: (i) You have read this Agreement carefully and accept the terms and conditions; (ii) These services can be used only for your personal benefit; (iii) The Audit Security Gold Guarantee is not insurance; (iv) You have truthfully provided correct, accurate and complete information to the Jackson Hewitt Tax Pro who prepared your return; (v) Failure to comply with procedure and strategy actions recommended by your program case manager may result in an IRS ruling unfavorable to you; (vi) Failure or refusal to comply with requests or instructions from the IRS during an audit may result in adverse actions taken by the IRS to your detriment; (vii) Jackson Hewitt Inc. and its contractors will not be held responsible for the outcome of an audit and reserve the right to cease providing services when reasonably warranted; (viii) Your specific information, including all information that you disclosed to your Jackson Hewitt Tax Pro or has been included on your return, may be disclosed by Jackson Hewitt Inc. to its contractors and used by Jackson Hewitt Inc. and its contractors in a manner consistent with this Agreement; (ix) You forever release, acquit and discharge Jackson Hewitt Inc. and its contractors and their employees, agents and affiliates from any and all liabilities, claims, demands, actions, and causes of action that you or your legal representative(s) may have by reason of any monetary damage or personal injury sustained as a result of or during the cause of the use of any and all services.

      Exclusions: (i) Non-Resident federal returns; (ii) Returns other than individual 1040 returns including, but not limited to, corporate, partnership, trust, estate, gift and employment returns; (iii) Returns in which you had knowledge of additional taxes owed as of the date you enrolled in the Audit Security Gold Guarantee program; (iv) Local city and county returns; (v) Returns that have become subject to IRS criminal investigations; (vi) IRS inquiries and/or audits resulting from a change in the interpretation of the tax law that occurs after the return was prepared; (vii) IRS inquiries related to foreign income, flow-through entities (partnerships and S-corporations as reported on Schedule K), court awards and damages, bartering income, cancelled debt, estate and gift tax; (vii) IRS inquiries related to the following credits: Foreign tax credit, Plug-in electric vehicle credit, Residential energy efficient property credit, Mortgage interest credit, Credit to holders of tax credit bonds, Health coverage tax credit, "Credit" for prior year minimum tax, "Credit" for excess Social Security tax or railroad retirement tax withheld. Due to a lack of clarity from the IRS on the Affordable Care Act (ACA), we may not be able to assist with all IRS inquiries and audits related to the ACA.

      New Hampshire Residents Only: In the event you do not receive satisfaction under the Audit Security Gold Guarantee, you may contact the New Hampshire Insurance Department at 21 South Fruit Street, Suite 14, Concord NH 03301 or 603-271-2261. Whether or not you purchase Audit Security Gold Guarantee, you will still receive the Jackson Hewitt Guarantees (100% Accuracy, Maximum Refund, and IRS Audit Assistance) included with your paid tax preparation. If you have any questions, call 1.866.718.5389.

    • Assisted Refund (AR)*

      Let us assist you with an Assisted Refund. Have your refund deposited into a temporary bank account to be securely disbursed to you in a variety of methods. An AR can help you manage your refund in four important ways.

      1. Refund Disbursement Options: Choose Direct Deposit onto an American Express Serve® Card, Walmart MoneyCard, other Prepaid Cards, or your Personal Bank Account. Or you can select Walmart Direct2CashTM or Check. For Walmart Direct2CashTM: Pick up your tax refund proceeds at participating Walmart locations when using this paperless tax refund disbursement service. Not available for refunds over $7,500. Fees and limitations apply. Ask your Tax Pro for details.
      2. Tracking: Track your refund as it moves throughout the system so you’ll know exactly when it is available.
      3. Notification of Refund: With an Assisted Refund, you'll be notified as soon as your refund has been funded, through email, a telephone call or a text message. Ask a Tax Pro about My JH Alerts. (Message or data rates may apply from your wireless carrier).
      4. Record of Refund: Ever have trouble remembering the exact amount of your refund from the year before? With an Assisted Refund, a record of the actual refund amount is automatically retained, allowing you the ability for a year-over-year comparison.

      The Assisted Refund is just one more way Jackson Hewitt is working hard for you!

      *An Assisted Refund (AR permits payment of tax preparation and other fees with your refund upon completion of services. It is not a loan. Bank AR and other fees apply. AR provided and processed by Republic Bank & Trust Company, Member FDIC or provided by Civista Bank, Member FDIC, and processed by Santa Barbara Tax Products Group, LLC. Ask Tax Pro for details and free refund options.

    • Flex-Pay® Program*

      If you owe money at tax time, the Flex-Pay® Program provides several flexible payment options.

      • Flex Direct - We can include your request for the IRS to transfer any taxes you owe directly from your bank account.
      • Flex Plan - We can submit an IRS installment plan request with your tax return, allowing you to spread your payments out over time. IRS and other charges apply.
      • Flex Credit - Pay your balance due with your American Express®, VISA®, MasterCard® or Discover® Card. Third-party fees apply.

       

    • American Express Serve® Card

      American Express Serve® offers fast, low-cost access to IRS refunds plus the key benefits of American Express. With Serve you can enjoy FREE Direct Deposit of tax refunds, FREE ATM withdrawals at over 24,000 MoneyPass® ATMs nationwide1, and savings at places you may shop every day with Amex Offers.

      1Transactions at non-MoneyPass® ATMs have a $3.50 American Express Serve fee. ATM operator fees may also apply. See serve.com/jacksonhewitt/fees for details.