How long does it take?

It depends on your situation; it saves as you go, so you can finish in more than one sitting. Once everything is in, your return is usually prepared within a few business days, and you can follow its status from your account.

What if I’m missing a form?

Submit what you have. The final checklist shows anything expected but not uploaded, and we’ll follow up with you. K-1s and corrected 1099s often arrive late; that’s normal.

How much does it cost?

Personal returns start at $150 and business returns start at $300. The final price depends on which forms your return needs.

Tax preparation · Individuals & businesses

Your taxes, handled carefully.

Answer guided questions, upload your documents from your phone, and a real preparer handles the rest. Track your return’s status from your account at any time.

Start my return See pricing

Encrypted uploads
IRS e-file
Personal returns from $150

How it works

Three steps. No office visit.

Do it from your couch, on your phone, in one sitting or a few.

Answer a guided questionnaire

Plain-English questions that skip anything that doesn’t apply to you. It saves as you go, so you can stop and come back any time.

Upload your documents

Drag in PDFs or snap photos of your W-2s and 1099s with your phone. A checklist shows what’s in and what’s still missing.

We prepare your return

We review everything, prepare your return, and walk you through it. You review and e-sign your Form 8879 before anything is filed, and you can check the status any time from your account.

Start my return

Security & privacy

Built like your information is sensitive. Because it is.

Encrypted in transit and at rest

Everything travels over HTTPS. Social Security and bank numbers get a second layer of encryption before they are stored.

Private storage, logged access

Documents sit in private storage that only the firm can open. Every time a document or sensitive number is viewed, it is recorded.

IRS e-file

Returns are filed electronically with the IRS for faster processing and refunds by direct deposit.

Never sold. Shared only to file.

Your information is used to prepare and file your return: it goes to the IRS and your state when we e-file, and nowhere else without your written consent. We never ask for your SSN by email or text.

Your information is used only to prepare and file your return.

How we protect your information

See it in action

What filing with us looks like.

Scroll through it. This is the same questionnaire you’ll use, shown here with sample answers.

Step 1 / 5
Tap “Start my return.”
Do it on your phone or computer. Your answers save as you go, so you can stop and pick up later.
9:41
Taxolo Encrypted
2026 tax return
Your taxes, handled carefully.
Guided questions, uploads from your phone, and a real preparer.
Start my return
Encrypted in transit and at rest
Saves as you go, finish later
Snap documents with your camera
Step 2 / 5
Answer plain-English questions.
One topic at a time, the way Form 1040 is organized. Sections that don’t apply to you are skipped automatically.
9:41
Taxolo Encrypted
34% complete · saved
YouStatusIncomeCreditsRefundSign
Form 1040 · Filing status
How will you file this year?
Single
Married filing jointly
Married filing separately
Head of household
Next we’ll ask about your spouse. Sections you don’t need are skipped.
Step 3 / 5
Snap your W-2 with your camera.
No scanner needed. Photos and PDFs upload encrypted, straight into your file.
9:41
Taxolo Encrypted
62% complete · saved
Income · W-2
Add your W-2
Form W-22026
W-2 photo.jpgUploaded · encrypted
Step 4 / 5
Watch your checklist fill in.
The list is built from your answers, so you see exactly which forms we expect. Missing one? Submit anyway and add it later.
9:41
Taxolo Encrypted
86% complete · saved
Documents
Your checklist
Built from your answers, so you only see what applies.
W-2Employer
1099-INTBank interest
1098Mortgage interest
1098-TTuition
1095-AMarketplace insuranceAdd later
Missing something? Submit anyway. We’ll follow up.
Step 5 / 5
Sign, submit, done.
E-sign, submit, and we email you to confirm it arrived. Your status updates as your return moves along.
9:41
Taxolo Encrypted
Signature
Signed · §7216 consent given
We’ve got it.
A confirmation email is on its way.
Receivedjust now
In review
Ready to sign
Filed

Behind the scenes

What happens after you hit submit.

This is the preparer’s side, where your return gets worked on. Sample client, sample data.

Step 1 / 6
Your intake lands in a secure workspace.
The moment you submit, your return shows up in your preparer’s pipeline. Nothing is passed around by email.
Taxolo · Preparer workspaceSample data
TaxoloDashboardClientsReturnsDocumentsMessagesBilling
2026 season
Returns pipeline
Search clients
Awaiting docs
Jordan Example
1040 · 2026
Casey Placeholder
1040 · 2026
Ready to prep
Avery Sample
New intake · just now
Riley Demo
1040 · 2026
In prep
Morgan Sample
1040 · 2026
In review
Quinn Example
1040 · 2026
Avery Sample submitted a 1040 intake · 4 documents
Step 2 / 6
One page for your whole return.
Your answers, notes, documents and signature in one place, so nothing gets asked twice.
Taxolo · Preparer workspaceSample data
TaxoloDashboardClientsReturnsDocumentsMessagesBilling
AS
Avery Sample
Married filing jointly · 2 dependents · Tax year 2026
Ready to prep
Intake sheetDocumentsActivity
Submitted
Today, 9:12 AM
Sections answered
13 of 13
Documents
4 uploaded · 1 to come
Signature
Signed, §7216 consent
Client notes
“We bought our first home in June. The 1095-A is still coming from the marketplace.”
Step 3 / 6
A 1040 intake sheet, ready to prepare from.
Every answer is laid out by form and line, so your return is prepared from what you actually told us.
Taxolo · Preparer workspaceSample data
TaxoloDashboardClientsReturnsDocumentsMessagesBilling
AS
Avery Sample
Married filing jointly · 2 dependents · Tax year 2026
Ready to prep
Intake sheetDocumentsActivity
1040 intake sheet
Print
Filing statusMarried filing jointly1040
WagesW-2 · 1 employer1040 · 1a
Interest1099-INT · 1 bankSch B
Mortgage interest1098 · new home (June)Sch A
Education1098-T · 1 studentForm 8863
Health coverage1095-A · to comeForm 8962
RefundDirect deposit · ••••67891040 · 35
Step 4 / 6
Documents matched to the checklist.
Anything still missing is flagged, and you get one clear request instead of a string of emails.
Taxolo · Preparer workspaceSample data
TaxoloDashboardClientsReturnsDocumentsMessagesBilling
AS
Avery Sample
Married filing jointly · 2 dependents · Tax year 2026
Ready to prep
Intake sheetDocumentsActivity
W-2
W-2 photo.jpg
1099-INT
credit-union.pdf
1098
mortgage-1098.pdf
1098-T
tuition.pdf
1095-A
Not uploaded yet
4 of 5 expected documents in Ask for the 1095-A
Step 5 / 6
Sensitive numbers stay locked.
Social Security and bank numbers are encrypted and masked. Revealing one takes a deliberate click, and every view is written to an access log.
Taxolo · Preparer workspaceSample data
TaxoloDashboardClientsReturnsDocumentsMessagesBilling
AS
Avery Sample
Married filing jointly · 2 dependents · Tax year 2026
Ready to prep
Intake sheetDocumentsActivity
Taxpayer SSN
000-12-3456 Hide
Encrypted at rest. Shown one value at a time, only to staff.
Access log
Preparer revealed taxpayer SSN just now
Preparer opened W-2 photo.jpg9:20 AM
Intake submitted by client9:12 AM
Received email sent9:12 AM
Spouse SSN
•••-••-7781
Refund routing #
•••••0021
Refund account #
••••6789
Step 6 / 6
From prep to filed, tracked.
Each stage is recorded, from preparation through review, your signature and e-file. You can see where things stand at any time.
Taxolo · Preparer workspaceSample data
TaxoloDashboardClientsReturnsDocumentsMessagesBilling
AS
Avery Sample
1040 · Tax year 2026
Filed
Ready to prep
In prep
In review
Client signature
Filed
Moved to Filedby preparer
Moved to Client signatureby preparer
Moved to In reviewby preparer
Moved to In prepby preparer
Return e-filed
The client sees “Filed” on their page.

Pricing

Clear starting prices.

The final price depends on the forms your return needs. You’ll know it before anything is filed.

Individual

from$150

Form 1040 for individuals and families: wages, investments, dependents, credits and deductions.

Start my return

Business

from$300

Business tax preparation for self-employed people and small businesses.

See what’s included

FAQ

Good questions.

Something else? Contact us.

Social Security numbers for everyone on the return, last year’s tax return (if you have it), and this year’s tax forms: W-2s, 1099s, 1098s and similar. Don’t have everything yet? Start anyway. You can upload the rest later.

Ready when you are.

Start now and finish later. Your answers save as you go.

Start my return

Your taxes, handled carefully.

Three steps. No office visit.

Answer a guided questionnaire

Upload your documents

We prepare your return

Built like your information is sensitive. Because it is.

Encrypted in transit and at rest

Private storage, logged access

IRS e-file

Never sold. Shared only to file.

What filing with us looks like.

Tap “Start my return.”

Answer plain-English questions.

Snap your W-2 with your camera.

Watch your checklist fill in.

Sign, submit, done.

What happens after you hit submit.

Your intake lands in a secure workspace.

One page for your whole return.

A 1040 intake sheet, ready to prepare from.

Documents matched to the checklist.

Sensitive numbers stay locked.

From prep to filed, tracked.

Clear starting prices.

Individual

Business

Good questions.

What do I need before I start?

How long does it take?

Is it safe to upload my documents here?

What if I’m missing a form?

How much does it cost?

Do you prepare state returns too?

Ready when you are.