TaxWallet is an all-in-one AI tax platform built for both tax professionals and individual taxpayers. Professionals use it to manage clients, automate e-file workflows, and handle payments. Taxpayers use it to file their own returns online securely in minutes.

Is TaxWallet safe to use?

Yes. TaxWallet uses 256-bit AES encryption, is SOC 2-aligned, and follows IRS Publication 1345 security standards. Your data is never sold or shared.

How much does TaxWallet cost?

Personal federal filing starts at $59.95. Tax extensions start at $29.95. Prior year returns start at $39.95. For tax offices, a season activates for $499, then just $19 per accepted return. No hidden fees.

Can I file if I am self-employed or have 1099 income?

Yes. TaxWallet fully supports 1099-NEC, 1099-MISC, 1099-K, and other self-employment income. SE tax, QBI deductions, and all relevant credits are calculated automatically.

How long does it take to file my taxes with TaxWallet?

Most returns take under 10 minutes. Upload your W-2 or 1099, answer a few questions, and TaxWallet builds your return automatically using AI.

When will I receive my refund?

The IRS typically issues refunds within 10 to 21 days for e-filed returns with direct deposit selected. Paper checks take 6 to 8 weeks.

Does TaxWallet work for tax professionals?

Yes. TaxWallet Pro gives tax firms and preparers a complete operating system — client management, e-file workflows, digital signatures, bank product integrations, and real-time IRS transmission.

Is TaxWallet IRS compliant?

Yes. TaxWallet is an IRS-authorized e-file provider that follows IRS Publication 1345 and GLBA safeguards, running on SOC 2-aligned infrastructure.

Vol. I · No. 1THURSDAY, JUNE 11, 2026taxwallet.ai

The Gazette

Engineering, infrastructure & dispatches from the team building tax software in production.

Tax Season 2026: What every office should know

Lead Story

Insight

Tax Season 2026: What every office should know

IRS opened e-file Jan 27. Here's what changed on the 1040, EITC, standard deduction — and what to update in your office workflow before the first client.

By TaxWallet Newsroom· Jun 11, 2026· 1

Read

Announcing TaxWallet Voice: call leads from the dashboard

Outbound calls + SMS from the lead profile, with recording and playback on the Calls tab. Available on web and mobile today.

By TaxWallet Newsroom· Jun 11, 2026· 1

Guide

How to file a Form 4868 extension in 3 minutes

Step-by-step: open the lead, start a 4868, estimate the liability, submit. Three minutes start to IRS ack.

By TaxWallet Newsroom· Jun 11, 2026

Dispatch

SEASON2026: 20% off your first season

20% off — use code SEASON2026 at signup before March 31.

By TaxWallet Newsroom· Jun 11, 2026

Insight

Security at TaxWallet: SOC 2, tenant scope, and what it means for your office

SOC 2 Type II, hard tenant scope, encrypted client cache, per-user audit log — the security stance we've built and why.

By TaxWallet Newsroom· Jun 10, 2026

Announcement

Voice 2.0 — earpiece routing on iOS, instant recording playback

iOS 17.4 audio session API + inline recording playback in the Calls tab. Speaker toggle finally works.

By TaxWallet Newsroom· Jun 9, 2026

Guide

Set up Twilio Voice for your office in 5 minutes

Five steps to wire your Twilio account to TaxWallet Voice — outbound calls + optional inbound routing.

By TaxWallet Newsroom· Jun 8, 2026

Insight

The 7-day office prep checklist before tax season opens

A day-by-day countdown to opening day — audit leads, refresh integrations, update intake, dry-run e-file, the works.

By TaxWallet Newsroom· Jun 7, 2026

Guide

How to read your office activity audit log

Step-by-step on getting value out of the activity log — narrow, look for rhythm, drill in, export when needed.

By TaxWallet Newsroom· Jun 6, 2026

Insight

EITC band widened: clients you turned away last year may now qualify

IRS widened the EITC band for 2025 returns — a slice of clients you previously turned away now qualify.

By TaxWallet Newsroom· Jun 5, 2026

Dispatch

POV: it's April 14th at 5pm and your queue is still open

Twelve returns, three on paper, one rejection 0510. The season we built TaxWallet for.

By TaxWallet Newsroom· Jun 4, 2026

Guide

Recover a call recording after the fact (when the call log forgot)

When LeadCallID is missing, the player auto-recovers via the embedded CallSid marker. Here's how it works.

By TaxWallet Newsroom· Jun 3, 2026

Dispatch

Follow @taxwallet — season tips, build-in-public, and early discount drops

X, Instagram, LinkedIn, TikTok, YouTube — pick your poison. Discount drops, season tips, build-in-public.

By TaxWallet Newsroom· Jun 2, 2026

Guide

Onboard a seasonal tax preparer in under 10 minutes

New seasonal preparer in 10 minutes — create, 2FA enroll, assign leads, walk through three screens.

By TaxWallet Newsroom· Jun 1, 2026

Insight

Why we built TaxWallet (and who it's for)

TaxWallet is for the office owner who knows their workflow and has been waiting for tooling that respects it. Here's the why.

By TaxWallet Newsroom· May 31, 2026

Announcement

Blog + Comments are live — and the moderation queue is open

New blog system live in the dashboard: 4 templates, analytics, comments w/ moderation, likes, slug-based URLs.

By TaxWallet Newsroom· May 30, 2026

Insight

Activity Audit Log: the receipts you don't want to need (until you do)

Hash-chained audit ledger — every action recorded. Incident response, training feedback, regulator readiness in one log.

By TaxWallet Newsroom· May 29, 2026

The Gazette · Delivered

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