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
How is this different from TurboTax?
With DIY software, you prepare your own return. TaxFile360 is designed around professional preparation and review; you share your documents and approve the result.
Do I need to visit an office?
No. The planned service is remote and intended for customers nationwide.
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?
After completing your organizer, before preparation begins.
Can I get copies of old returns?
The planned portal will organize completed returns and supporting documents. Final retention and access policies must be confirmed.
How do I pay?
The design anticipates card and refund-based payment options, subject to finalized payment policies and applicable state laws.
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 secure client portal once the live service is available.
What if I am missing a form?
Your preparer can identify what is outstanding.
What happens after e-filing?
The plan is to show filing acceptance status in the client portal.