FAQ
Plain answers about fit, documents, payment, signature, and contact. Tax education still needs a qualified reviewer before production indexing.
Draft FAQ for owner review — not published for search. Tax-specific answers need a qualified reviewer (D-012) before production indexing.
Is TaxEasy DIY tax software?
No. TaxEasy LLC provides human CPA preparation and filing. TaxEasy is the portal where you ask questions, pay for approved packages, complete a checklist, upload documents, message your consultant, request an appointment, complete signature handoff, and download deliverables.
Who is EasyTax and who is TaxEasy?
TaxEasy LLC is the service provider. TaxEasy is the secure public site and client portal operated for that firm. An EasyTax CPA prepares and files returns outside the portal.
What services are in Phase 1?
The requested direction covers individual federal returns and LLCs verified as partnerships for federal tax purposes, plus separately itemized supported state returns when approved. Exact eligibility, forms, and states stay with the owner. If you are unsure, use Ask a question.
What do I upload?
After EasyTax links an engagement, your checklist shows what the firm needs. Upload into Client documents for that engagement. Do not put Social Security numbers, EINs, bank details, or tax documents on the public Ask a question form.
How does payment work?
You pay the approved catalog total through secure checkout before work proceeds. The browser cannot invent a price. Cancellation and refund rules appear in Terms after D-004 and counsel review.
How do signatures work?
When a draft is ready, you acknowledge it in the portal. Your consultant then starts signature handoff—an external signing link or download, sign, and upload. Opening a signing page does not mean the return was filed.
Who can download filed returns and K-1s?
In Phase 1, only the linked account holder for that engagement can download submitted returns and K-1 deliverables from Tax consultant documents after they are available. Portal status is not IRS acceptance by itself.
How do I contact the firm?
Use Ask a question before you have an account. After an engagement is linked, message your assigned consultant inside the portal.