Taxee - Personal Tax Preparation

Your Personal Tax Coach

Taxee is your personal tax solution, taking the way we do taxes to the digital age.

Let's just say, everything you thought you knew about taxes will never be the same again...

Come explore Taxee!

Taxes Due May 17, 2021

Here's how it works

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As you receive your W2's, 1090's and all other tax documents, use our contact us form to initiate the process. We'll assign one of our top tier coaches to guide every step of the way. Expect an email to download the Taxee app within 24 hours.

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We partner with Canopy to power our Taxee app. They're an industry leading document retrieval solution to make uploading your tax documents a breeze. It's like Dropbox, but for taxes! Once you download the app, take pictures of your tax documents and upload them directly to us. Read more about what we do to secure your documents in the process.

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Expect to exchange communication with your coach. We are truly approaching your taxes in the most personal way, helping you find every credit and deduction you qualify for. Once your return is complete, you'll receive an e-sign request to authorize the submission of your return and an invoice for our work. We accept debit/credit cards, Paypal and Venmo. When payment is confirmed, your return will be e-filed electronically to the IRS for processing.  A copy of your completed tax return and all tax records will be safely stored in your personal portal for your convenience.

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Look, we know taxes can be very confusing and the process on how and where to do them can be even more.  At Taxee, whether you've been doing taxes for years or this is your first time, our goal is to make it easier on you.

At Taxee, we let you be you!

Look, we know taxes can be very confusing. Choosing how, where and who to do them with can be even more stressful!  At Taxee, whether you've been doing taxes for years or this is your first time, our goal is to make the process easy and convenient for you.  

No need to make appointments and take valuable time out of your day or having to worry about whether you're doing them right on your own. No need to worry about missing important deductions and/or credits you may quality for. Our tax professionals will take care of that for you.

At Taxee, you get the best of both worlds. The flexibility of doing them online while getting the personal service of you own tax coach. 

That Easy!

Protecting you is our Priority!

Keeping your personal and tax information is our priority. The Taxee app uses a 3 pronged approach, using the latest data security measures to ensure your personal data is protected. 

Read more to learn how we team up with Canopy to protect your information.

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SOC2 Security Compliance

State of the art data protection assuring security, availability, processing integrity, confidentiality and privacy of customer data

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Data Encryption

Using the latest encryption technology, we shield your personal data while on the app and during information exchanges

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Face ID

We encourage you to enable Face ID to add an added layer of personal security and peace of mind

Keeping your personal and tax information is our priority.  We use Canopy's secure customer portal to exchange personal and tax documents. We will not ask you for personal or tax information to be exchange via email.  If you need to contact us directly, we encourage to contact your tax coach through FB Messenger or Skype Chat.

People really like us!

“Great work! Thank you for your help!”
– Ernesto O.
Ready to do your taxes?

Ready to do your taxes?