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Taxfyle

Features
Ease of use
Ease of management
Quality of support
Affordability
Market presence
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Pricing from
$9.99 per Tax Return Preparation Request
Free Trial
Free version
User corporate size
Small
Medium
Large
User industry
  1. Public sector and nonprofit organizations
  2. Education and training
  3. Real estate and property management

What is Taxfyle

Taxfyle is a tax preparation and filing service platform that connects individuals and businesses with licensed tax professionals to complete federal and state tax returns. It supports use cases such as annual return preparation, extensions, and ongoing tax support, with workflows that emphasize document collection and secure communication. The product differentiates from traditional do-it-yourself tax software by providing access to a professional preparer rather than focusing on in-app calculation and form completion.

pros

Access to licensed tax pros

Taxfyle’s core workflow centers on pairing customers with credentialed tax professionals (e.g., CPAs/EAs) to prepare and file returns. This can reduce the need for in-house tax expertise for small businesses and individuals with more complex situations. It also shifts responsibility for form preparation from the end user to a professional service model.

Service-led preparation workflow

The platform is designed around intake, document sharing, and preparer communication rather than deep, user-driven form entry. This can be a better fit for users who prefer to provide source documents and answer questions instead of learning tax software interfaces. It also supports a clearer handoff between client and preparer compared with purely self-serve tools.

Supports business and individual returns

Taxfyle offers services for both individual and business tax filings, which can help users keep preparation under one vendor as needs change. This is useful for small business owners who need both personal and business returns handled together. It can also support recurring annual workflows where prior-year context matters.

cons

Not a full tax software suite

Taxfyle operates primarily as a tax services marketplace/platform rather than a comprehensive corporate tax compliance system. Organizations needing multi-entity consolidation, complex provision workflows, or deep indirect tax automation may require additional specialized tools. It is generally less oriented toward enterprise tax department processes than dedicated corporate tax platforms.

Less control for DIY teams

Because preparation is performed by an assigned professional, finance teams that want direct control over calculations, form-level inputs, and iterative scenario modeling may find the workflow less flexible than traditional tax preparation software. Turnaround time and iteration speed can depend on preparer availability and the back-and-forth needed to clarify documents. This can be a constraint during peak filing periods.

Integration depth may be limited

Compared with accounting platforms that provide broad integrations across ERP, billing, and expense systems, Taxfyle’s value is less dependent on deep system connectivity. If a business expects automated data ingestion from multiple finance systems and continuous reconciliation, it may need additional tooling or manual steps. Integration capabilities can also vary by service package and engagement type.

Plan & Pricing

Taxfyle - official-site pricing summary

Consumer tax filing (per-return packages)

Plan Price Key features & notes
Individual $79 starting (plus $45 per state filed) End-to-end Pro-assisted filing for W-2 filers and similar; starting price shown on Taxfyle landing/vertical pages.
Self-employed $250 starting (plus $45 per state filed) For freelancers/sole proprietors/single-member LLCs; includes business activity review and year-end services.
Review Service (individual) $95 starting (plus $25 per state filed) Pro review of an existing return.
Business / Premier (examples on vertical pages) $150–$250+ starting (states additional) Varies by vertical; business/complex returns require custom quotes in many cases.

1099 services (usage-based) Pricing model: Pay-as-you-go Free tier/trial: 1099-NEC/1099-MISC builder: Free (permanent free builder available) Example costs: Full 1099 Service – $11.99 per 1099 (Pro-prepared). Discount/options: N/A on-site (custom/volume pricing may be available via sales).

Bookkeeping (subscription tiers)

Plan Price Key features & notes
Basic $249 per month (if billed annually) or $299 billed monthly For average monthly expenses < $35k; up to 4 bank accounts.
Intermediate $429 per month (if billed annually) or $499 billed monthly For avg monthly expenses $35k–$85k; up to 5 bank accounts.
Advanced $599 per month (if billed annually) or $699 billed monthly For avg monthly expenses $85k–$150k; up to 6 bank accounts.
Startup package Starting at $167 per month (billed $2,000 annually) Startup-focused package (seed-stage).
Bookkeeping + Tax bundles Example: $303 per month (annual billing) Offered on several vertical pages as combined bundle.

TXF Intelligence (AI Tax Filing Software for firms) — annual tiers

Plan Price Key features & notes
Starter $3,000 / annual 100 credits/year; ~$30 per return (credit triggered on first doc upload per client folder).
Growth $10,000 / annual 400 credits/year; ~$25 per return.
Premium $20,000 / annual 1000 credits/year; ~$20 per return.

Tax advisory / consultations (examples)

Plan Price Key features & notes
Service Price Notes
15-minute call $30 starting Short tax clarification sessions.
30-minute call $50 starting Deeper consultations.
60-minute call $100 starting Comprehensive consultations.

Other fees & notes

  • Platform/service fee: $9.99 service fee applies to Individual Filers and Business Filers on Tax Return Preparation Requests; $4.99 for other Tax Service Requests (per Taxfyle Help Center).
  • Many vertical/industry landing pages list "starting at" prices; actual quotes may vary and some services (complex business returns, firm/white-label partnerships) require contacting sales.

(Prices and package names taken directly from Taxfyle official pages: site pages for TXF Intelligence, bookkeeping landing pages, 1099 page, various vertical/taxes pages, tax-advisor-services, and Help Center.)

Seller details

Taxfyle, Inc.
Miami, Florida, US
2015
Private
https://www.taxfyle.com/
https://x.com/taxfyle
https://www.linkedin.com/company/taxfyle/

Tools by Taxfyle, Inc.

Taxfyle

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