How can we help?
Common answers and quick links to the tools you need.
Where’s my refund?
IRS official tracker
Log in to my portal
Client account access
What do I need?
Tax document checklist
Talk to a person
Contact information
All topics
Do I have to prepare my own return?
No. You share your information and documents; your preparer handles the return. An Enrolled Agent reviews it, and you approve the completed return before we file.
Do I need to visit an office?
No. Our service is online for customers nationwide. Complete your questionnaire, share documents and approve your return from home.
Is TaxFile360 right for my situation?
We focus on Form 1040 and 1040-SR returns for employees, families, retirees and qualifying side hustlers. Complex and entity returns are excluded.
When will I know my price?
At the end of the questionnaire, before preparation begins. Your all-inclusive quote covers preparation, EA review, state returns and any applicable bank fee. The price you approve is the price you pay.
Can I get copies of old returns?
Use your client portal to access the completed returns and documents available in your account. Contact us if you need help finding an older return.
How do I pay?
Your payment options are explained with your quote. You may pay directly or, if eligible, pay from your refund through a refund transfer. Any applicable bank fee is included in the quoted price, not added on top.
Is my information secure?
Use only approved secure intake or client portal channels for sensitive documents. See our Security policy for our safeguards and WISP status.
How do I upload documents?
Use the approved secure intake or client portal channel for your tax documents. Do not send SSNs or tax documents through public contact forms or chat.
What if I am missing a form?
Your preparer can identify what is outstanding.
What happens after e-filing?
Check your client portal for filing progress and acceptance updates. Once your return is accepted, use Where’s My Refund? to check with the IRS or your state.