Frequently Asked Questions
Everything you need to know about working with verified tax professionals on MYTAXAPP

MYTAXAPP connects tax clients with IRS authorized tax preparers through a secure, guided,
and professional workflow designed by tax professionals.

How the process works at a glance?

Request a quote, choose a verified tax professional, complete a guided organizer reviewed
by a human tax expert.

Answers focused on working with a verified tax professional and submitting your information securely.

FAQs for Tax Clients

These questions are for individuals and small business owners looking to work with a verified tax professional through MYTAXAPP.

MYTAXAPP connects you with IRS authorized tax professionals through a guided digital process. You start by submitting a quote request, review professional quotes, select who you want to work with, and then complete a guided tax organizer reviewed by a real tax professional. AI is used only to guide the process and improve efficiency. You can begin by selecting Request a Free Quote.
Yes. You are never automatically assigned. You review quotes and choose the tax professional that best fits your needs after submitting Request a Free Quote.
Yes. All professionals on MYTAXAPP must be IRS authorized tax preparers with a valid PTIN. Credentials are reviewed before professionals can offer services.
Our platform connects individuals and businesses with expert tax professionals, Clients can seek tax professional services, while tax professionals can offer their expertise to clients through our platform.
Yes. MYTAXAPP uses secure portals and encrypted connections designed for handling sensitive tax data. Your information is shared only with the tax professional you choose.
Filing requirements depend on income, filing status, age, and income sources. Even if you are not required to file, doing so may allow you to claim refunds or credits.
Most taxpayers upload W-2s, 1099s, bank interest statements, investment summaries, and prior year tax returns. The platform guides you step by step.
You can still get started. A tax professional can help determine what is required and how to obtain missing information.
Yes. All tax work is completed or reviewed by a human tax professional. AI guidance does not replace professional judgment.
Pricing is based on your specific situation. You can submit Request a Free Quote and receive pricing from qualified tax professionals.
Clients can submit feedback after services are completed. Feedback is reviewed internally, and MYTAXAPP may publish select testimonials at its discretion.
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