Online convenience.
A human approach.
Professional preparation. Thoughtful review. Your approval before filing.
Not just a software interview.
Someone to handle the return.
You share your documents and your story. The service is designed to put professional preparation and a second review between your paperwork and your approval.
Trust lives
in the details.
Professionally prepared
A tax professional prepares your return rather than leaving the work to you.
Reviewed before filing
A second professional checks the return before your final approval.
A written quote first
Know the scope and approve your price before preparation begins.
Questions go to people
Human support is part of the planned client experience.
Protection is
part of the plan.
The intended client experience includes encrypted document handling, multi-factor login, restricted staff access and a Written Information Security Plan.
See our Security policy for the status of our Written Information Security Plan and intended safeguards.
Policies & disclosures →A few good questions.
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.
More living. Less tax paperwork.
First, let’s make sure we’re the right fit for your return.