How We Can Help

With our trusted network of tax professionals, we're confident that we can get it done. See a few examples of the services we offer, and learn more about how we can help make your life easier.

Access to 1,000+ Tax Professionals

Taxfyle has eliminated the need to meet with your Pro in person by allowing you 24/7 access to your dedicated Tax Pro while your job is in progress. This will allow you to get your taxes done at your convenience. Taxfyle only offers vetted, credentialed Pros to serve its customers. This means you're guaranteed to receive the services of an industry professional specializing in tax preparation.

Upon submitting a job, you can instantly connect with a Pro to chat and share your relevant documents. Securely share your relevant tax information and let them take care of the rest. Your dedicated Tax Pro will provide you the quality tax advice needed to optimize your return. We highly recommend all Taxfyle customers review and ask questions to ensure the accuracy of their return. Providing all your pertinent documents and reviewing drafts of your return is ultimately your responsibility. You will have the better understanding of your financial activity than your Pro. We highly encourage our customers to ask any tax-related questions to clear up any confusion and ensure you're more than satisfied with your service.

Personal and Business Returns, Quarterly Tax Estimates

The most common work requests we see submitted are the preparations of simple 1040's and W-2 forms for individuals and 1099's for Businesses. However, we understand that everyone's situation is different, so we ask key questions up front to help us find the best Tax pro for your situation and filing requirements. Read below for more info on more specific cases we can help with.

If you pay taxes throughout the year, Taxfyle is also capable of matching you with a pro who's able to Estimate your payments. More features are also on the way!

State Returns

If you need to file state returns, just indicate it within Taxfyle onboarding. If you need a state not indicated, your Pro will notify Taxfyle in order to update engagement details and correct your quote. Please note, in cases where the original Pro picking up your engagement is not comfortable completing the new state requirements, your engagement may be transferred to a Pro more suited for the work.

If your engagement doesn't require a state return indicated during job submission, you or your Pro may notify Taxfyle in order to update the engagement details and correct your quote.

Filing as a non-resident alien

Great news! We can help you regardless of your citizenship. Just let us know you are a non-resident by providing your response to the onboarding question that asks whether or not you're a non-U.S. citizen who was earning income in the U.S. Your tax return will be picked up by a knowledgeable Tax Pro who has experience preparing non-resident alien returns.

Filing multiple years

Taxfyle can help! Select all years that need filing when answering the onboarding questions before job submission. The quote you receive at the end of the app questionnaire covers all years indicated during the job submission process. If different years require different responses, we suggest you submit jobs separately for each year which may require unique answers.

Income from 1099/W-2/1098 etc.

Taxfyle works with all the common tax forms: 1099s, W-2s, 1098s and any other income tax form you may have received this year. All these documents should be uploaded, as applicable, for your Pro to accurately complete your tax return.

Providing these documents is as simple as snapping a photo with your mobile device and uploading them to your Taxfyle profile. You may also upload PDFs and excel documents through the web app or google drive, iCloud, and dropbox on your mobile device.

Itemizing deductions

If you think you would benefit from itemizing your deductions, providing a summary of the expenses to your Pro will ensure a swift turnaround. We encourage our customers to ask questions to their Pros to ensure they're receiving the best benefit they're legally entitled to.

Filing Status

Your Tax Pro will be able to accommodate for your filing status. We don't ask for this information during onboarding as it's up to you and your Tax Pro to determine which filing status is most beneficial for you.

Extending your tax return due date

We understand that collecting all your tax documents can be time-consuming and complicated. So if it helps, one of our Pros will file that extension for you; and when you're ready, they'll file your return for you.

In order to have an extension filed on your behalf, you must first submit a job through the platform. Taxfyle Pros are instructed to prepare and file your return before the original deadline. However, if this isn't possible, your return will be extended at no additional cost.