- Tax-preparation workflow support
TaxBuddy supports intake, document handling, preparer review, secure messaging, and client approval.
- Reviewed by a qualified tax professional
Every paid return is reviewed by a credentialed preparer before client approval and any submission.
- IRS Authorized e-file Provider
Direct submission via IRS Modernized e-File (MeF) requires an EFIN, IRS suitability check, and Authorized e-file Provider approval — in progress.
- EFIN issuance
An Electronic Filing Identification Number is required before TaxBuddy may transmit returns. Application is pending.
- IRS MeF integration
Direct e-file requires IRS developer/transmitter onboarding: schemas, business rules, and Acceptance Testing System (ATS) sign-off.
- Taxpayer data protected under IRS Pub 4557 & FTC Safeguards
Administrative, technical, and physical safeguards documented in our Written Information Security Plan (WISP).
- IRC §7216 consent capture
Disclosure and use consents are captured, audit-logged, and may be revoked by the taxpayer.
- Honest IRS approval status
TaxBuddy does not claim IRS approval unless and until approval is actually received.
No false claims, ever
If a regulatory step is incomplete, you will see it here and on the relevant product surface. We will only claim IRS Authorized e-file Provider status once it is granted in writing.