Let’s face it - navigating tax season on your own can be pretty overwhelming. The IRS estimates the average American spends about 13 hours and over $250 a year on their tax returns. To make matters worse, there are a lot of big companies that want to keep it that way, charging extra fees if you have a question or based on your specific tax situation. In an already stressful season, why should filing taxes be made more complicated, unpredictable, and expensive?

We're here to help simplify. That's why we've teamed up with Column Tax to bring their IRS-vetted, secured tax filing solution directly to our members. Why Column? Because their straightforward, guided, and secure do-it-yourself tax filing technology is revolutionizing the tax filing experience. Here's what it means for Origin members:

1. File your taxes, even complex ones, at no additional cost to your membership

Filing your taxes with Origin is included in your monthly membership ($12.99/mo), and we mean it. There are no surprises or hidden fees, and you can even file your taxes with us while on our free preview plan. 

We know that everyone's tax scenario is unique, so we made sure to cover all complexities. Whether you've moved states this year, are filing jointly for the first time, bought crypto, or facing any other complexity, we've got you covered.

2. Peace of mind (and your maximum refund) is guaranteed

Column Tax is designed to get you all the tax credits and deductions you are eligible for. Not only are your returns backed by a maximum refund guarantee, but we also guarantee the 100% accuracy of your filings. We stand by the accuracy of our calculations and we're focused on making sure you get the refund you've earned this year.

If you have any questions along the way, Column Tax's team of experts are standing by to help. Just click the question mark icon at any point during the process to access a database of expert-written FAQs, send a chatbot message or email to the team. 

Additionally, we're also here to help if you're audited. If you receive an audit letter for your return, we'll help with understanding the process, having all necessary documentation, and addressing any concerns raised. 

3. Easy and a time saver

Just because you're filing your taxes online doesn’t mean you're on your own. Simply answer a few questions, upload your documents and we'll guide you through the process. Where applicable, we also automatically pre-fill your information so you can spend less time on your taxes overall (Last year, Column's filers reported filing their taxes in half the time than competitors!*).

But why choose us over other alternatives? 

We know there are lots of ways to file your taxes - but time is money, and Origin saves you both. 

From tracking your spending and net worth to investing without assets under management fees, we're here to simplify your financial life. We want to save our customers time, give them peace of mind, and remove complexity from the financial journey.

Ready to talk, file, and grow your money? Let’s go. You can do it all with us. Get started with a 30-day free Origin preview here.

Disclaimers

*According to Column Tax; based on aggregate data of Column Tax customers from past tax filing seasons.

Examination and Audit Support. Column Tax will provide free guidance from a tax professional to help you answer any questions from a taxing authority (*i.e.*, the IRS or state Department of Revenue or similar agency) regarding a return that you file using Column Tax. To qualify, you must use Column Tax to file your individual federal and applicable state income tax return. You must notify Column Tax within thirty (30) days of the date you receive correspondence from the taxing authority. To request assistance, you must send a letter to 228 Park Ave S, PMB 22299, New York, New York, 10003, US or an email to support@columntax.com. You must include a copy of the letter received from the taxing authority with your request for assistance. Upon receipt of such a claim, Column Tax will work with a tax professional to help you understand the type of information that may be helpful in responding to the IRS or applicable taxing authority. COLUMN TAX WILL NOT BE YOUR REPRESENTATIVE OR PROVIDE ANY LEGAL ADVICE REGARDING YOUR RESPONSE.

Accuracy Guarantee. Column Tax will reimburse you for up to $10,000 of IRS or state interest and/or penalty that is imposed as the result of a computational error on a form prepared using Column Tax. If you believe that such an error occurred and you wish to seek reimbursement, you must submit a request for reimbursement via letter to 228 Park Ave S, PMB 22299, New York, New York, 10003, US or via email to support@columntax.com. Such a request for reimbursement must be submitted within thirty (30) days of the payment of interest and/or penalty and you must include (i) any correspondence assessing such interest and/or penalty, and (ii) proof that you paid the assessed interest and/or penalty. This Section 7.2 (Accuracy Guarantee) applies only to computational errors made by Column Tax; it DOES NOT apply to any errors that are the result of, among other things, any incomplete, inaccurate, or inconsistent information provided by you, any uncertain position you decide to take, your choice not to claim a deduction or credit, conflicting tax laws or guidance, or any changes to federal or state tax laws after January 1, 2023.

Maximum Refund Guarantee. Column Tax will reimburse you for up to $250 if you are able to pay less federal or state income tax or receive a larger federal or state income tax return by using another tax return preparation provider. To be eligible for such reimbursement, the difference must be solely due to calculations, not due to entering any additional information or taking any different tax positions. To be eligible for such a reimbursement, you must file your federal (and if applicable state) income tax returns using the other tax preparation provider and must submit a copy of such return within sixty (60) days of filing via letter to 228 Park Ave S, PMB 22299, New York, New York, 10003, US or via email to support@columntax.com. You must also provide proof of payment for the other tax preparation provider and Column Tax will reimburse you for that amount (up to $250). Column Tax reserves the right to request additional information to support your claim that the other tax preparation provider calculated a lower tax liability or larger refund amount and that any such difference was not the result of different information.