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.

Legal & Compliance

Every policy that governs
the platform, in the open.

The complete set of terms, disclosures, and regulatory statements that govern TaxWallet — for tax professionals, taxpayers, and partners. Written to be read, binding to the maximum extent permitted by law.

IRS Pub. 1345GLBA / FTC SafeguardsPCI-compliant processingESIGN / UETA bindingSOC 2-aligned controls

Compliance & Regulatory

IRS, GLBA, FTC, ESIGN, arbitration, and identity-verification disclosures.

IRS E-File Compliance Statement

This IRS E-File Compliance Statement outlines TaxWallet’s obligations and limitations under IRS Publication 1345, Publication 4557, and related federal requirements.

Every policy that governs the platform, in the open.

Compliance & Regulatory

IRS E-File Compliance Statement

IRS §7216 Consent to Use and Disclosure of Tax Return Information

Written Information Security Plan (WISP) — Template

Information Sharing Disclosure

Arbitration Agreement & Class-Action Waiver

HIPAA Non-Applicability Statement

Identity Verification (KYC / AML) Disclosure

Responsible Disclosure Policy

Privacy & Data Protection

Privacy Policy

Cookie Policy

California Consumer Privacy Act (CCPA/CPRA) Addendum

Data Processing Addendum (DPA)

AI Model Disclosure

Security & Identity

Security Policy

Electronic Signature Disclosure & Consent (ESIGN)

Authenticator & TOTP Security Policy

Payments & Financial Services

Billing & Refund Policy

Refund Transfer & Banking Partner Disclosures

Refund-Transfer Fee-Deduction Authorization

ACH Debit Authorization Agreement

Personal Guaranty

Merchant Processing Addendum (MPA)

Third-Party Integrations & Merchant Processing Disclaimer

Platform Agreements

Terms of Service

Tax Preparation Engagement Agreement

Tax Software & Service Bureau Agreement (Office / EFIN)

Acceptable Use Policy (UAP)

Intellectual Property Notice

Service Level Agreement (SLA)

Accessibility Statement

Mobile App Legal

Mobile App Terms & Privacy Policy

Mobile App Permissions Disclosure

Every policy that governs
the platform, in the open.