The patent badge is an abbreviated version of the USPTO patent document. The patent badge does contain a link to the full patent document.

The patent badge is an abbreviated version of the USPTO patent document. The patent badge covers the following: Patent number, Date patent was issued, Date patent was filed, Title of the patent, Applicant, Inventor, Assignee, Attorney firm, Primary examiner, Assistant examiner, CPCs, and Abstract. The patent badge does contain a link to the full patent document (in Adobe Acrobat format, aka pdf). To download or print any patent click here.

Date of Patent:
Oct. 30, 2012

Filed:

Jul. 21, 2009
Applicants:

Neal Shaw, Shawnee, KS (US);

Aaron Horvath, Ladera Ranch, CA (US);

Inventors:

Neal Shaw, Shawnee, KS (US);

Aaron Horvath, Ladera Ranch, CA (US);

Assignee:

H&R Block Services, Inc., Kansas City, MO (US);

Attorney:
Primary Examiner:
Assistant Examiner:
Int. Cl.
CPC ...
G06F 17/22 (2006.01); G06F 19/00 (2006.01);
U.S. Cl.
CPC ...
Abstract

The present invention is integrated tax return preparation systems and methods that provide a taxpayer with options related to review and signing of a tax return by a tax professional. The integrated systems and methods are computer-based and web-based online tax return preparation systems and tax software used by taxpayers to prepare their own electronic tax returns. Communications with a tax professional and various forms of automated electronic communications are supported so that taxpayers that prepare their own tax returns using a self-preparation tax product may have them reviewed and signed by a tax professional. Signature and review service options that are available from a retail tax preparation service and typically available to only customers of the tax preparation service are also provided to taxpayers who prepare their own tax returns using an online tax preparation system or tax software.


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