FAQ

Frequently Asked Questions.

At Taxoneer, we specialize in Personal and Small Business Tax Filing. If your needs extend beyond these offerings, don't hesitate to reach out. We're always here to guide you to the right service.

Complexity isn't an issue for us. From standard W-2s to multifaceted financial scenarios involving multi-state income, self-employment, international considerations, or diverse investment portfolios, our tax professionals are equipped to simplify your tax filing experience.

The Taxoneer journey begins with your story. Share a snapshot of your tax situation, and we'll quote you a transparent price. Agree to proceed, and we'll introduce you to a handpicked accountant from our network, ready to serve you through our secure platform.

Certainly! You're more than welcome to work with Taxoneer directly from your phone. Just download our user-friendly app from your phone's App Store. This way, you can easily chat with our tax experts, upload your documents, and sign your returns, all from the comfort of wherever you are. We're here to make your tax experience as convenient and personalized as possible.

Our fees are tailored to your needs, with Personal Tax Filings starting at approximately $180. Payment is upfront but is only released to your accountant once you're completely satisfied with their work.

Rest easy knowing a licensed CPA or EA—our esteemed Pros—are handling your taxes. They're not only certified but continuously educated to stay sharp in the ever-evolving tax landscape.

We uphold trust through rigorous verification, using CPA Verify and IRS records to ensure all Pros in our network are licensed and in good standing.

Absolutely. You have the option to choose the same Tax Pro year over year. While our Pros have the liberty to manage their availability, you are encouraged to establish a lasting relationship with your preferred Pro for future filings.

We don't just trust; we verify. Pros undergo a thorough vetting process, providing identification, and evidence of their PTIN, EFIN, and license—all cross-checked with authoritative bodies.

Your Pro is an independent, verified expert after passing our background checks, connect with clients through our platform. They have the freedom to choose assignments, ensuring they can dedicate themselves to provide top-notch service.

We pair you with a Pro whose expertise matches your needs based on your responses to our questionnaire. You’ll then provide your Tax Pro with the necessary financial information for your tax filings via our secure chat and document upload features.

After your Pro completes their service, we ask that you rate their performance to help us uphold and improve our professional standards.

For accuracy and transparency, all communications between you and your Pro must take place on the Taxoneer platform, creating a detailed record of interactions for future reference.

Your privacy is important to us. Access to your sensitive documents is exclusive to you and your Pro. If an issue necessitates a review by the Taxoneer team, only a specifically authorized Taxoneer representative will access your relevant documents.

Getting a quote is a breeze. Just log in, click "Get Started", answer some basic questions, and voilà—your personalized quote awaits. Happy with what you see? Proceed with payment and we'll get you connected to your Pro.

Certainly! Your completed tax return is yours to download directly from the Taxoneer portal once your Pro has finished the job.

Should the need arise, our Pros can file an extension at no extra cost. When you're ready, they'll be there to complete your tax return. In order to have an extension filed on your behalf, you must first submit a job through the platform.

Taxoneer caters to anyone with a U.S. tax obligation, regardless of your location—as long as there's an internet connection, we're at your service.

Time, accuracy, and expertise. Taxoneer gives you access to dedicated Pros who are well-versed in tax law, ensuring maximum savings and accuracy. Plus, our audit protection plan offers additional peace of mind.

If your situation is particularly unique, consider a Tax Consultation with one of our Pros. Our Support team is also ready to match you with the perfect Pro for your specific circumstances.

To create a profile, you can either use your mobile device or a computer. On your iPhone or Android phone, download the Taxoneer app and open it, then choose "Sign up" to set up a new account. Alternatively, if you prefer using a computer, go to the Taxoneer website and click either "Start my taxes" or "Customer Login" at the top left corner to begin the process.

Yes. Whether you're filing late or amending returns, our Tax Pros can assist.

From startups to multimillion-dollar companies, we can handle taxes for a wide range of businesses.

Absolutely. Our Pros can handle business tax returns for foreign-owned entities, ensuring convenience regardless of your location.

Our standard turnaround is 7 days, with expedited options available.

We accept records in various formats. During onboarding, we’ll identify if additional bookkeeping is needed for an accurate return.

Yes, some of our CPAs can handle bookkeeping as well.

We prepare state returns for any state, tailored to the states you’ve earned income in. Our tax Pros can prepare your state returns no matter which ones or how many.

  • Avoid staff burnout.
  • Dedicate more time to high-value tasks.
  • Access additional skilled personnel cost-effectively.
  • Flexibly scale your operations according to demand.

Each return is handled by seasoned U.S.-based CPAs or EAs matched to your job based on their expertise.

We rigorously verify the credentials of our Pros through CPA Verify and the IRS's list of EAs to ensure they are current and in good standing.

Outsourcing can significantly enhance your firm’s efficiency and cost-effectiveness. Taxoneer focuses on domestic talent, offering a powerful alternative to traditional outsourcing, with all the advantages of modern, cloud-based accounting services for real-time, accessible financial management.

By choosing Taxoneer, you’re not just outsourcing; you’re upgrading your firm’s tax preparation capabilities with a trusted partner that understands the nuances of the U.S. tax system.

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