How do I create a request for services?

Creating a work request with Taxfyle takes just a few minutes.

Once you've created an account or logged in, select Start now on the service you need (Tax filing, Advisory, Bookkeeping, or Other services) and answer the brief questionnaire to clarify your tax situation. Review your responses and confirm your quote at checkout.

Prefer to talk it through? Select Start by phone when you begin and a representative will get you set up over the phone.

Next, upload the tax documents on your checklist. Your questionnaire answers determine which documents we ask for. Upload what you have, or skip ahead to get matched with a Pro as a few items are required before we can connect you.

We recommend uploading your documents before you connect with a Pro. It's the fastest route to a finished return, and your Pro will ask for them anyway when connected.

A Tax Pro then picks up your job and reaches out to begin your engagement.