Frequently Asked Questions
Everything you need to know about working with verified tax professionals on MYTAXAPP

MYTAXAPP connects tax clients with IRS authorized tax preparers through a secure, guided,
and professional workflow designed by tax professionals.

FAQs for Tax Clients

These questions are for individuals and small business owners looking to work with a verified tax professional through MYTAXAPP.

Yes. All professionals on MYTAXAPP are IRS-authorized tax preparers with a valid PTIN. Credentials are verified before they are allowed to offer services on the platform.
Filing requirements depend on factors such as income, filing status, age, and income sources. Even if you are not required to file, doing so may allow you to claim refunds or tax credits.
Yes. MYTAXAPP uses secure portals and encrypted connections designed for handling sensitive tax data. Your information is shared only with the tax professional you choose.
Most taxpayers upload W-2s, 1099s, bank interest statements, investment summaries, and prior year tax returns. The platform guides you step by step.
Yes. All tax work is completed or reviewed by a licensed tax professional. AI is used only to assist with the process and never replaces professional judgment.
You can still get started. A qualified tax professional will help identify which documents are required and guide you on how to obtain any missing information.
Yes. You are never automatically assigned. After requesting a free quote, you can review multiple offers and select the tax professional that best matches your needs.
Pricing is based on your specific tax situation. Submit a request for a free quote to receive pricing from qualified tax professionals.
MYTAXAPP connects you with IRS-authorized tax professionals through a secure, guided digital process. Start by requesting a free quote, review offers from qualified professionals, choose the one that best fits your needs, and complete a guided tax organizer reviewed by a licensed tax expert. AI is used only to streamline the process and improve efficiency—your tax return is always handled by a real professional.
Feedback is reviewed internally to maintain professional quality and fairness.
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Secure Data Handling
AI Guided Not Automated
Human Tax Professional Review

How the process works at a glance

Request a quote, choose a verified tax professional, complete a guided organizer reviewed
by a licensed tax expert.