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FAQ

Questions, answered

Good questions deserve straightforward answers.

The service

How Taxwift works

Do I prepare my own return?

No. The proposed Taxwift service puts preparation in a specialist’s hands. You share information and documents, then review the return before authorizing any filing. [VERIFY]

What documents will I need?

It depends on your income and circumstances. Start with your income forms, a prior-year return if available, and identification. The checklist helps you organize; your specialist may ask for more.

How long does it take?

It depends on your situation and how quickly your documents are ready. Your case shows each stage as it happens, and launch timelines will be published before we open. [VERIFY]

Do I review my return before it’s filed?

Yes. The planned flow asks you to review the prepared return and authorize filing yourself. Nothing is filed without your approval. [VERIFY]

What if my specialist needs more information?

They’ll ask inside your case with a clear list of what’s missing. You answer or upload from the same place. [VERIFY]

Can I pause and come back later?

Yes. Your progress stays in your account, so you can continue when it suits you. [VERIFY]

Can I get help in Spanish?

The website is available in English and Spanish. Specialist language availability will be confirmed before launch. [VERIFY]

Pricing & payment

Clear before you commit

When will prices be published?

Before launch. Each situation will show where its price starts, and you’ll see your final scope and price before you pay. [VERIFY]

When do I pay?

After you share your information and review the price, before preparation begins. No payment is taken on this preview site. [VERIFY]

What if my situation is more complex than expected?

Your specialist explains what changed and confirms any new price before doing additional work. [VERIFY]

Will there be extra fees?

The goal is one clear price for the scope you approve. Anything optional is listed before you pay. [VERIFY]

Security & documents

Your information, protected

Can I email my documents?

Please don’t. Share them only through the secure area of your account once it’s available, and never through this website’s forms.

Who can see my documents?

Only the people working on your case. Access will be limited by role and recorded. [VERIFY]

How long do you keep my information?

Retention periods and deletion options will be published in the privacy notice before launch. [VERIFY]

What if someone contacts me pretending to be Taxwift?

Taxwift won’t ask for your password or full documents by phone, text or email. If something looks off, contact us through this website.

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