For taxpayers

Filing taxes, without the dread.

No spreadsheets, no jargon, no waiting room. Upload your documents, review a clear estimate, sign, and file — then watch your refund land. It's the same five steps every year, and you can do all of them from your phone.

98% IRS acceptance
File from your phone
Refund advances up to $7,500
From your phone to your refund

Watch how easy it is.

IRS
Accepted
1You upload your W-2

Snap a photo — we read every box.

2We e-file it to the IRS

Signed, sealed, transmitted for you.

3The IRS accepts it

98% acceptance — usually within minutes.

4Your refund is on the way

Track it live, or take an advance.

Keep scrolling ↓

Five steps

From documents to dollars.

Filing with TaxWallet is the same five steps every time — and you can do all of them from your phone.

1

Upload your documents

Takes a few minutes

Snap a photo of your W-2s, 1099s, and receipts, or upload them from your phone in minutes. No printer, no office visit, no email attachments.

2

Review your estimate

See your number first

Your preparer builds the return and you see a clear refund-or-owe estimate before anything is filed — no surprises, no jargon.

3

Sign electronically

Sign from anywhere

Approve and sign your return securely from any device. IRS-compliant e-signature — no scanning, no faxing, no in-person trip.

4

File with the IRS

Instant confirmation

Your return is submitted electronically and you get instant acknowledgment. TaxWallet runs a 98% IRS acceptance rate.

5

Get your refund

Your money, your way

Track your refund in real time and choose how it arrives — direct deposit, prepaid card, check, or an advance up to $7,500.

The difference

Tax season, minus the dread.

Same refund. None of the parts that make people put it off until April.

The old way

  • Drive to an office and sit in a waiting room
  • Dig through a shoebox of forms and receipts
  • Hope you got the numbers right
  • Print, sign, fax — then wait and wonder

With TaxWallet

  • Snap a photo of your W-2 from the couch
  • See your exact refund before anything is filed
  • A real preparer builds and checks it for you
  • E-sign, file, and track your refund live

No surprises

You see your number before anything is filed.

The thing that makes taxes stressful is not knowing. Before a single form goes to the IRS, your preparer builds the return and you review a clear refund-or-owe estimate. Nothing is submitted until you approve and e-sign it.

  • A real preparer builds and reviews your return
  • Clear refund-or-owe number, in plain language
  • Approve and e-sign only when you’re ready
Your 2024 estimate Draft · not filed

Estimated federal refund

$0

Federal refund$3,420
State refund$610
Prep feeFrom your refund
Review & e-sign to file
What you need to start

Three things. That’s genuinely it.

Your phone

No computer, scanner, or printer.

Your W-2 or 1099

Snap a photo — we read the rest.

About 5 minutes

A preparer takes it from there.

Start filing now

Why it feels different

Built so you always know what's happening.

The thing that makes taxes stressful is uncertainty. Every step here is designed to remove it.

See your number before you file

You review a clear refund-or-owe estimate up front. Nothing gets filed until you approve it.

Everything from your phone

Upload, sign, message your preparer, and track your refund — no office visit, no printer, no fax.

Bank-grade security

Your documents are encrypted and protected with the same controls that keep the platform SOC 2-aligned.

Real-time refund tracking

Once you file, follow your refund status live instead of refreshing a government website.

A real preparer behind it

A professional reviews and builds your return — you get a person, not just a form to fill out alone.

Choose how you get paid

Direct deposit, prepaid card, check, or an advance up to $7,500 — pick what works for you.

Filing you can trust

A real preparer, real security, real acceptance.

You're not filling out forms alone and hoping. A professional stands behind your return, and the platform behind it files at scale.

A real preparer

A tax professional builds and reviews your return — you get a person, not just a blank form to figure out yourself.

Encrypted & SOC 2-aligned

Your documents are encrypted and protected with SOC 2-aligned controls from upload to filing.

IRS-authorized e-file

Your return files electronically through an IRS-authorized pipeline with a 98% acceptance rate.

All from your phone

Upload, e-sign, message your preparer, and track your refund on iOS or Android — no office visit needed.

Established 2022 · 50+ offices on the platform · 30,000+ returns accepted last season · 98% IRS acceptance.

Ready when you are

Five steps stand between you and your refund.

Start now and upload your first document in minutes. A real preparer takes it from there — and you'll see your estimate before anything is filed.

File from your phone · 98% IRS acceptance · Refund advances up to $7,500