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.

The Gazette

Announcement

TaxWallet Mobile is now in the App Store and Google Play

Full TaxWallet on iOS + Android — leads, dialer, recording playback, intake scan, audit log, all in your pocket.

June 11, 2026 Live now

See it in the platform What’s new

The wait is over. TaxWallet Mobile is live on both stores today — full lead management, dialer, recording playback, intake quick-scan, and live activity sync from the same dashboard you already know.

What you can do from the phone

Open a lead, tap to call, record the conversation, hang up — all in one swipe.

Camera-scan an ID and have the return pre-filled before the client sits down.

Approve comments, publish a blog post, run a season comparison report — anything the web does, the phone does.

Push notifications for new leads, queued returns, and overdue follow-ups.

Get set up

Download iOS or Android and sign in with the same office credentials. Your existing data is already there.

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Try it with your office

Season 2026

20% off your first season

New offices — enter the code at signup. Stacks with the full platform and pays for itself the first week.

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