This article was updated for Tax Year 2023, last edited on January 12th, 2024.
Who is april?
april believes that every taxpayer deserves a smarter tax experience. april’s embedded products are designed to help people better understand and navigate their taxes — from estimating to optimizing to filing. With smarter tax tech, we believe we can go beyond the idea of financial wellness and help taxpayers achieve financial greatness.
april partners with other companies to embed our products in their digital experiences. april also provides support to these companies' customers as they use our products.
What exactly does april offer?
Tax filing services. april Filer is an e-filing product designed to help you in self-preparing and e-filing your federal and state tax returns.
In states where april’s self-prepare e-file product is not yet offered, taxpayers have the option to file with april Assist: a service where a tax preparer will review information you have provided in the interview flow, ask you additional questions, gather additional documentation, and then prepare and e-file your return(s) for you.
Both offerings utilize dynamic interview flows and cover many common tax situations. Together, these offerings support filing federal and state income taxes for all 50 states and Washington DC and are typically only available during the tax-filing season. For coverage details and other important legal information about tax filing with april, you can read more here.
april Estimator. Estimator is a tool to help you forecast your potential federal refund and federal taxes. It is best suited for individuals who earn the majority of their income domestically through a direct employee relationship (i.e., Form W-2) or as an independent contractor (i.e. Form 1099). This product is available year-round and can be used multiple times throughout the tax year whenever there’s a life event that could impact taxes owed (such as a marriage/divorce, a change in employment or income, etc). For coverage details and other important legal information about Estimator, you can read more here.
april Optimizer. Like Estimator, Optimizer includes an interview process to help you forecast your potential federal refund and federal taxes. However, it also allows you to see how adjusting your paycheck withholding (based on your federal estimate) can impact your paychecks and tax planning. Optimizer then allows you to easily act on these choices, adjusting the values for an IRS Form W-4 based on these decisions. Like Estimator, Optimizer is available year-round and can be used multiple times throughout the tax year, such as whenever there’s a life event that could impact taxes owed. For coverage details and other important legal information about Optimizer, you can read more here.
This content is provided for informational purposes only and should not be construed as tax, legal, financial, accounting, or other advice. Rules and regulations vary by location and are subject to change, so please consult with an expert if you need advice specific to you.
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