Let's face it, when it comes to taxes, it's a subject that most of us don't want to talk about but we know we have to do them every year.  It's confusing where to do them, how to do them, are we paying too much to have them done or if we have all the documents needed to do them correctly...  ​ Let us introduce to you... Taxee

When it comes to taxes, it really should be all about YOU!

Let's face it, when it comes to taxes, it's a subject that most of us don't want to talk about but we know we have to do them every year.  It's confusing where to do them, how to do them, are we paying too much to have them done or if we have all the documents needed to do them correctly.

Let us introduce to you... Taxee

Taxee takes the confusion and fear out of taxes.  We never want you to feel or be treated like a number like some of those big tax offices.  At Taxee, we work around your schedule without needing to make an appointment or having to take time out of your day. Whether you're at work, school or just focusing on being a better you, you can trust Taxee to take care of your taxes hassle free!

Taxee wants to take the confusion and fear out of taxes.  We don't want you to feel or be treated like a number when you go to one of the big tax offices.  At Taxee, we work around your schedule without you having to make an appointment or having to take time out of your busy day to do your taxes.  Whether you're at work, school or just focusing on being a better you, you can trust in Taxee to take care of your taxes hassle and pain free!
Our Tax Coaches are registered with the Internal Revenue Service and the California Tax Education Council (CTEC), certifying them as California Registered Tax Preparers (CRTP).  This is a board that certifies our TC's as bonded tax professionals able to legally prepare taxes for the State of California, as well as designated registered tax return prepares by the IRS to prepare federal tax returns.

Our tax coaches are registered with the Internal Revenue Service and currently able to provide tax services in 45 states*. With the US tax code being almost 74,000 pages, our coaches are working all year to keep you up to date and provide a comprehensive assessment of your tax life.  We pride ourselves in giving you a holistic view of how you can optimize your financial life for years to come!

* We currently do not service the following states but working to add them soon: Connecticut, Illinois, Maryland, New York and Oregon

The Easiest Way to do your Taxes...Period.

Here's how it works:

Once you've received your W2's, 1090's and all other tax documents, please email us at Luis.Flores@taxeeca.com or use our Contact Us form.  Your personal TC will contact you within 48 hours. Remember, you're the boss...  We can communicate by email, Messenger, Skype or FaceTime. Please let us know your availability and we'll work around your schedule to discuss any question you may have.

Once you've received your W2's, 1090's and all other tax documents, use our contact us form to start the process.  Your personal coach will send you an invite to download the Taxee app to start the upload. Remember, you're the boss! We can communicate by email, Messenger, WhatsApp or Zoom. Please let us know your availability and we'll work around your schedule to discuss any question you may have.

Taxee partners with Canopy to power our app, ensuring a secure document exchange solution that seamlessly adapts to every tax document. Once you receive our link to create a username and password, take pictures of your tax documents and upload them directly to us. All tax documents are exchanged exclusively through our app that only you will be able to access. We will never ask for your tax files through email.  Any requests of personal and tax files will be exchanged using our bank-level security portal only.

Taxee app powered by Canopy 

  • All data transferred between users and the service is encrypted.

  • Sensitive data in the Taxee app is hosted in datacenters that are SOC2 security compliant.

  • Patching against known threats occurs regularly.

  • Canopy's security team are trained how to safely handle sensitive information.

  • Canopy complies with applicable security laws and regulations.

Standing Desk
 
Give us 72 hours to do your taxes given there are no follow up questions from your TC.  Once your return has been completed, your TC will notify you and send you an invoice for payment. 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.

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 completed, you'll receive an e-sign request to authorize the electronic 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.

That's it... Fast, Simple and most importantly, we work on your time!