Pricing

One platform.
One simple bill.

$499

one-time to activate

$19

per accepted return

That’s the whole price — everything’s in it. Unlimited preparers with no per-seat fees, and the flat $19 already covers e-file, e-signatures, payments, the portal, the app, and CRM — no separate fees stacked on top. You only pay when the IRS accepts.

  • Unlimited preparers
  • Filing · docs · e-sign
  • Payments · portal · app
  • Billed only on accepted

See what you’d save

Slide to your office. Compared to renting 5–7 separate tools.

120returns a season
Solo officeHigh volume

You’d save about

$3,559

this season vs a 5–7 vendor stack

No card charged today · full fee schedule below

For taxpayers · file your own

Filing your own?

Flat, upfront prices — no surprises, federal e-file included. Pick your filing type.

Most Popular

Form 1040

Tax Return

File your full federal tax return accurately and securely. Guided step-by-step with real-time validation.

starting at$59.95Federal only
  • Full Form 1040 preparation
  • Real-time error checking
  • IRS e-file submission
  • Instant confirmation receipt
  • Refund status tracking
  • Secure document storage
Too late — filing closed
Quick & Easy

Form 4868

Tax Extension

Need more time? File an automatic 6-month extension in minutes. No explanation required.

$29.95Federal only

Credited toward your return when you come back to finish.

  • Automatic 6-month extension
  • IRS Form 4868 e-file
  • Instant IRS acknowledgment
  • Avoid late-filing penalties
  • Payment estimation guidance
  • Deadline reminder alerts
Catch Up

Previous Years

Prior Year Return

Behind on past returns? File previous year taxes with full accuracy — no judgment, just results.

starting at$39.95Per year · Federal only
  • Prior tax year filing
  • IRS-compliant preparation
  • Penalty & interest guidance
  • Full audit trail
  • Secure submission
  • Account history access

Additional processing fees may apply at checkout. State filing not included.

The honest ROI math one bill vs. a vendor stack

Most offices rent their operation from five to seven vendors — and the subscription is just the start. Per-seat, per-transaction, and overage fees quietly pile on. Here’s a conservative season, side by side.

A 5–7 vendor stack · 4 preparers · 200 returns
7 tool subscriptions$2,922/season

Then the fees pile on

Per-seat fees4 preparers × per-seat add-ons+$1,176
Per-transaction fees200 e-files, e-signatures & payment processing+$2,800
Overage & add-onsstorage, integrations, support tiers+$560
What you actually pay~$0

And that’s before a single overage or mid-season price hike.

One platform · 200 filings
Season activation$499
200 accepted filings × $19$3,800
Filing, docs, e-sign, payments, portal, app, CRMincluded
Unlimited preparers · no per-seat feeincluded
No separate e-sign, payment, or overage feesincluded
Whole season$4,299

~$3,159 less — and one bill instead of seven.

Illustrative and conservative — 4 preparers, 200 accepted filings, a ~6-month season. Your numbers move with your volume; high-volume offices file thousands and we build a custom package.

Questions, answered before you ask

The pricing objections we hear most, addressed straight — no fine print, no asterisks that move the number.

Why an activation fee instead of a free trial?

The $499 season activation is what stands up your office — your tenant, preparers and seats, refund-product setup, and training before the rush. It is one fee for the whole season, not a monthly subscription, and there is no separate setup charge on top of it. (Custom branding and white-label colors are a separate add-on — just ask us.)

What exactly counts as a "filing"?

Each accepted return — federal and state — is one $19 filing, and a corporate return is $29.95. Cash clients and refund-transfer clients price exactly the same — there is no penalty for how the client pays you.

When am I actually billed?

Per-filing fees are pulled from a card on file every Friday, for the prior week’s accepted returns. You are not invoiced for work in progress, and you are not charged for a return the IRS rejects — only for the ones that go through.

Are there per-seat fees or hidden add-ons?

No per-seat fees — add as many preparers and reviewers as your office needs without the meter changing. The season activation and the flat per-accepted-filing rate are the only charges; e-file, e-signature, and payments are included in that per-filing fee rather than billed separately. Pricing is season-based and governed by your TaxWallet service agreement.

Can I lock in this rate for next season?

Yes. A $500 deposit by September 1, 2026 grandfathers your current per-return rate into next season, so a price change later does not reach you. It is the way to protect your margins a year ahead.

What if I run thousands of filings or multiple offices?

Then the rate card is a starting point, not the answer. High-volume offices and multi-office networks get a custom fee schedule built around real numbers — call us and we will put it together with you.

Custom branding & white-label

Your logo, your colors, your app on the storefronts — available on request, not bundled into the $499activation. Talk to us and we’ll scope it.

Still weighing it? See everything the platform replaces or book a demo and we’ll walk your office’s numbers line by line.

Pricing terms

What counts as a filing. For tax professionals, one accepted client filing is a federal return plus one state — federal + 1 state = 1 filing. Each additional state on the same client is a separate $19 filing. Corporate returns (1120, 1120-S, 1065) are $29.95 each. Cash clients and refund-transfer clients are priced the same.

Office (professional) pricing. The $499 season activation stands up your office for the season — tenant, preparers and seats, refund-product setup, and training. Per-filing fees of $19 are charged from a card on file every Friday for the prior week of accepted returns; rejected returns are never billed. The $19 per-filing rate is the only transactional fee — e-file, e-signature, and payment handling are included in it, not billed separately — and there are no per-seat fees, so you can add preparers without the price changing. Use of the platform is governed by your TaxWallet service agreement. Custom branding and white-label are available on request and are not included in the activation fee.

Taxpayer (self-file) pricing. Self-file prices start at $59.95 and cover federal filing only; state filing is not included. Prices are per return. Additional processing fees may apply at checkout, and refund-advance and bank-product availability is subject to qualification and partner terms.

Figures reflect current pricing and may change for future seasons; deposit-lock holders keep their grandfathered per-filing rate. Refund advances up to $7,500 are offered by third-party banking partners, subject to eligibility. This summary is for convenience and does not replace your service agreement.