TaxBuddy
Guided U.S. tax preparation

Navigate TaxesWith Confidence

File smarter with secure tax tools, expert support, and all in one tax solutions.

Start my tax return Talk to a team member
IndividualsSelf EmployedSmall BusinessCorporationsForeign Reporting
How it works

Four calm steps from W-2 to filed.

We replaced the dread of tax season with a calm checklist, friendly explanations, and a real human reviewing your return.

See full process
  1. 01
    Answer plain-English questions
    Our interview maps your answers to the right forms — 1040, Schedule C, Schedule E, and more.
  2. 02
    Upload documents securely
    Drag and drop W-2s, 1099s, IDs, and receipts. Files are encrypted at rest and access-controlled.
  3. 03
    See your estimate update live
    Watch your refund or balance recalculate as you go, with clear breakdowns of every credit.
  4. 04
    Expert reviews & you approve
    A licensed tax preparer reviews your return and messages you securely with any questions.
Why TaxBuddy

Built to feel effortless.

Every detail engineered around accuracy, compliance, and the calm of knowing a professional has your back.

Secure upload
Encrypted document handling
Expert review
Real preparer oversight
IRS-ready
Compliant e-filing forms
Mobile friendly
File from any device
Tax Guide Assistant
What's the difference between standard and itemized deductions?
The standard deduction is a fixed amount based on your filing status (for 2024, $14,600 single / $29,200 MFJ). Itemizing only helps if your eligible expenses — mortgage interest, state taxes, charitable gifts, medical over 7.5% AGI — add up to more than that. Want me to estimate both?
The AI Tax Guide provides general educational support and workflow assistance. It does not replace professional tax advice, IRS guidance, or review by a qualified tax professional.
AI assistant

A patient guide, anytime you need one.

Ask plain-English questions about filing status, W-2s, 1099s, dependents, deductions, credits, and Schedule C expenses. The assistant prepares a clean question list for your preparer when something requires professional judgment.

Try the assistant
Estimate your federal refundGet a personalized estimate in under two minutes.Start estimator
Security & trust

Your data, locked down.

Aligned with IRS Publication 4557 and FTC Safeguards Rule. Bank-level encryption end-to-end.

Encrypted storage
AES-256 at rest, TLS in transit
MFA required
TOTP & email codes
Role-based access
Preparer & admin permissions
Full audit trail
Every action is logged