In a Nutshell
- Sizeable network of tax professionals
- Comprehensive help center
- Assistance with all types of filings
- Customer service could be better
- Can’t choose your partner
Taxfyle at a Glance
Taxfyle connects people with accountants who can assist with completing and filing their tax returns. It caters to everyone, from individuals who need help with personal filings to businesses and foreign entities who need more complex assistance.
Taxfyle partners with thousands of tax professionals who are fully qualified and vetted before being approved. When you sign up, you will work through a short questionnaire so Taxfyle can match you with the appropriate tax expert. They will then take care of the legwork of completing and filing your return.
Taxfyle is a relatively basic platform with one clear aim, and there are loads of extra features to help it do this. For starters, it has a partner network of more than 4,000 fully licensed accountants.
It also caters to businesses of all shapes and sizes, and it can assist with individual tax returns. I particularly like the fact that Taxfyle aims to help you maximize your deductions and minimize your tax bill, so you might even end up saving money by using it.
The low-end packages include a full analysis of your filing, while all (except the most basic option) include tax planning for even more deductions. The Premier option and above enable you to report rental and investment income, and the higher-end packages feature business accounting and business activity reviews.
There’s also a client chat that enables you to speak directly with your accounting pro. This enables them to ask for more information if required, and you can upload documents and other files directly from the mobile app.
Is Taxfyle Safe and Reliable?
Yes, Taxfyle is safe and reliable. All accounting partners are fully vetted to ensure they are appropriately qualified as enrolled agents (EAs) or certified public accountants (CPAs). What’s more, Taxfyle will only ever connect you with someone qualified to meet your specific needs.
Although it only has a 3.1-star rating on Trustpilot, a closer look shows that there are only three reviews. There are limited reviews from past customers on the web as a whole, but most seem to enjoy using Taxfyle and the convenience it offers.
How Taxfyle Works
Taxfyle works by connecting you with a certified tax professional to assist you with your tax return and filing. It works with a large partner network of qualified accountants, and every partner has to pass comprehensive checks before approval.
How To Get Started With Taxfyle
Getting started with Taxfyle is a very easy process, and the company aims to streamline your tax filing from start to finish.
First, you’ll create an account with an email address and password. Alternatively, you can sign up by connecting your Apple, Facebook, or LinkedIn account.
Next, you need to answer a few questions about your tax status, the forms needed, and the state you’re filing under. You will also have to provide basic personal information, including your name, date of birth, and address.
Using the information from the initial questionnaire, you will receive an up-front quote. Once you’ve accepted this, Taxfyle will connect you with a professional. Have a chat with them to find out what documents you need to provide, upload them, and then sit back while they complete your return.
Once it’s done, all you need to do is look it over, sign it, and send it back to your Taxfyle pro for filing. The whole process is very easy, and there are excellent articles in the Help Center if you want to find out more.
Taxfyle Customer Service
Taxfyle has a built-in chatbot that answers basic questions about the platform. For anything more complex, you can message the team via live chat or email. The customer service hours aren’t specified, but the team appears to adhere to a business-hours schedule. When there’s an agent online, you should be connected almost immediately. Otherwise, you will have to wait until one comes online again for a reply.
Fortunately, there’s also a Help Center that contains loads of in-depth articles and tutorials. These are useful if you want to find out how Taxfyle or one of its features works. There’s also a blog with more informational and educational content.
How To Cancel or Pause a Taxfyle Subscription
You can cancel your Taxfyle order for a full refund before you begin communicating with a tax professional. If you want to cancel after this, a fee of 15%-100% of your quote will apply, depending on the progress of your return.
Is There a Taxfyle App?
There’s a free Taxfyle app that’s available on both iOS and Android devices. It’s easy to set up and use, plus it’s designed to connect you with a tax agent that’s suited to your needs—same as the web version. You can upload documents or photos from your mobile device, and all messages and files are secured with industry-standard encryption.
How Much Does Taxfyle Cost?
Taxfyle offers five packages for different types of tax returns. It has very competitive prices, which range from $70 to $400 for the base packages. Additional fees may apply for complex filings. All five options connect you with a licensed accountant to prepare and file your tax return.
Taxfyle’s Basic package is designed for easy filings and is best suited to employed workers with a single income. The Deluxe and Premier packages add more advanced features for people like landlords. At the top end, there are packages designed for self-employed workers and businesses.
Taxfyle offers several extra services, including the following:
- Contractor filings: $10 per 1099 form
- Sales tax reporting and filing: From $70
- Quarterly tax estimates: From $60
- Payroll services: W2 forms from $10, 940 forms from $150, and 941/944 forms from $75
Taxfyle aims to connect individuals and businesses with on-demand tax assistance. It works with hundreds of partner accountants, and it will connect you with one who’s fully qualified to assist.
What’s more, Taxfyle is very easy to use. It’s a very affordable option, and you can sign up for an account and complete the initial questionnaire to get an obligation-free quote. I’d highly recommend giving it a try if you don’t have the time or energy to complete your own tax return and filing.
How good is Taxfyle?
Taxfyle is an excellent option if you need professional tax assistance. You will be connected with a partner accountant in minutes, and they will take care of all your tax return and filing needs. It’s a user-friendly choice, and it also offers excellent value for money.
Is Taxfyle legit?
Yes, Taxfyle is a legitimate platform that can connect you with an accounting professional who can assist with tax filing and other accounting matters. All partner accountants are fully vetted, and you’ll be assigned one who is qualified to meet your specific requirements.
How is Taxfyle rated?
Taxfyle has decent ratings and reviews across the web. For example, its mobile app has a rating of 4.7 out of 5 stars on the Apple App Store. Most customers express satisfaction with how easy it is to use and how well its partner accountants work.