Your life has changed, so why hasn't the way you do your taxes?
Professional Tax Preparation
Assistance on Demand
Taxonomy Suite is a virtual, on-demand tax preparation service that seamlessly connects individuals with Taxonomy tax professionals through a user-friendly online platform. It streamlines the tax filing process, making it simple, fast, and reliable—eliminating the need for appointments, paper documents, or complex tax software.
On-demand tax services
We handle your taxes, so you don't have to
Save time: The average taxpayer spends 13 hours preparing their return. Spend your time doing something else; let a Pro handle your taxes!
Have confidence in your return: Maintain your peace of mind, maximum tax savings, and an accurately filed return when an experienced Pro files for you.
We speak tax: Tax code is increasingly complex each year. Don’t worry, our network can handle the simplest to the most complex tax returns.
Security protocols: We use a cloud-based system that encrypts information, and we are annually tested to confirm we meet SOC 2 Type II compliance requirements.
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A solution for every tax payer
Your life has changed, so why hasn't the way you do your taxes?
Whatever your tax needs are, we have the right expert for it. Get matched with one of 7,200 licensed Tax Professionals, CPAs and EAs online, and let them handle the rest.
PERSONAL TAX RETURNS
BUSINESS TAX RETURNS
TAX ADVISORY
BOOKKEEPING
We’ve got you covered
File With Complete Confidence
Taxonomy Suite is a virtual, on-demand tax preparation service that seamlessly connects individuals with Taxonomy tax professionals through a user-friendly online platform. It streamlines the tax filing process, making it simple, fast, and reliable—eliminating the need for appointments, paper documents, or complex tax software.
Guided onboarding
Answer our easy-to-understand questions, and we’ll guide you on what documents to upload. Your Tax Pro will handle the rest.
Full service experts
You’re unique, and so is your tax situation. Whether it’s multiple years of tax preparation, or amending a return, we can help.
Personalized help
Chat or schedule a tax advisory session to discuss your return. Your Tax Pro is ready to help you.
Audit protection
The Pros deal with the IRS so you don’t have to. Valid for 3 years, opt in for this add-on security.
How Taxonomy Suite Works
Simple, Easy and Reliable
Step 1
Answer a few questions
Step 2
Receive a fast, free, no-obligation quote
Step 3
Meet your Taxonomy Tax professional
Step 4
Upload documents
Step 5
Review and authorize e-filing
WE DO THE HEAVY LIFTING
Benefits of Taxonomy
Convenience: Available online anytime, anywhere. Share your information your way—snap a photo, upload documents, or input it directly. The choice is yours.
Insight: Connect directly with a dedicated, knowledgeable taxonomy tax professional and gain a better understanding of tax – all within the secure taxonomy platform.
Versatility: Life changes and events, such as getting married, having a child or buying a rental property, can mean changes to your tax affairs. Taxonomy is ideal for people with questions about tax who want to ensure they are compliant and tax-efficient.
Value: Taxonomy delivers convenience and quality service at a reasonable cost. With more than 25 years’ experience in tax preparation for thousands of clients, Taxonomy teams provide a cohesive tax compliance service to meet your needs.
Our Service is Unmatched
Fastest refund
possible
Choose direct deposit for your refund and e-file your return to get your fastest refund possible.
The help you
need
Everyone gets free, unlimited phone and email support. And if you need more help, we have you covered from Ask a Tax Pro to Audit Defense.
Guaranteed maximum refund
We ensure you will get every dollar back that you’re entitled, or we’ll refund you the applicable amount paid.
100% accuracy guaranteed
We stand behind the accuracy of your return and will reimburse you in the case of any penalties.
Zero out-of-pocket
fees
You have the option to deduct the cost of your tax preparation services from your federal refund instead of paying when you file.
Convenient
Taxonomy
DIY/Software
Traditional CPA
Affordable
Personalized advice from leading Tax professionals on compliance questions
Chat with a human, not a bot
Secure match to the right tax professional
Dedicated professional who prepares and files for you
Secure online portal: no appointments needed
Tax prep with built-in reassurance
Connect with a Tax Pro from anywhere
Our network of U.S. based Tax Pros are accredited and background-checked. With an average experience of 12 years, they are equipped to handle even the most unique tax situations, ensuring that no credit or deduction is overlooked.
Get the maximum refund that you deserve with a dedicated Tax Pro on your side.
Expert tax services
Lock in our 2024 prices before the new year
Now’s the time to lock in our competitive pricing before 2025 starts. Increase your maximum refund and give you the peace of mind you deserve. All without doing the work yourself.
Individual
Starting at
$175
Choose this plan if you:
Are single or have a family
Rent or own a home
Want to take advantage of deductions
Complex individual plans starting at $350 if you:
Own rental property
Receive income from a business (K-1)
Have different investments (stocks/crypto)
Self-employed
Starting at
$250
Choose this plan if you:
Have diverse income source (1099) or are a freelancer, sole proprietor, independent contractor
Rent or own a home
Want to take advantage of deductions
Complex individual plans starting at $350 if you:
Own rental property
Receive income from a business (K-1)
Have different investments
Need estimated tax payments calculated
Business
Starting at
$650
Choose this plan if you:
Run a C corporation or LLC
Have multiple rental properties
Need business activity review to ensure maximum tax benefits
Need year-end write-up services
Business + Individual
Starting at
$900
Choose this plan if you:
Run an S corporation or partnership
Want both returns completed by the same Pro
Need to file multiple Schedules
Have a complex tax scenario
Taxonomy FAQs
What is Taxonomy?
Taxonomy is an on-demand virtual service that connects you with knowledgeable tax professionals who can prepare and file your return in a secure, online environment.
What are the advantages of using Taxonomy Suite?
Taxonomy makes filing personal taxes simpler, faster and more reliable. You don’t have to make an appointment, mail paper documents or understand complicated tax software.
How will I know the cost to prepare my return?
During the registration process, you will be prompted to answer some questions about your 2024 tax year. For example, did you have a mortgage or dependents, or did you have investment income? Based on your answers to these questions, Taxonomy gives you a fixed-fee quote for preparing your taxes. Please note that this quote may change if we learn that your returns involve additional complexity or filings.
Under which circumstances could the price change?
There may be instances that may cause the price to increase. If, during the tax preparation process, it is determined that your returns involve additional complexity and/or filing requirements that you were not aware of or didn’t indicate during registration, you will be notified of the adjusted price; you will then have the option to either continue or discontinue the service.
What do I need to use Taxonomy?
Access to a computer or smartphone running either iOS (any version) or Android software (6.0 or later) and tax documents (like your Form W-2, mortgage interest statements and 1099s) are all you need to use Taxonomy That’s it!
How do I know which documents are required?
After you go through the registration process, you will be given a list of documents that are required, based on your personal circumstances (e.g., homeowners need to provide mortgage interest and real estate tax information). You can send us a chat if you have any questions about which documents are sufficient or required.
Who are the Taxonomy preparers?
The Taxonomy team members are trained and licensed tax professionals and hold either a certified public accountant or enrolled agent license. They’re skilled in federal, state and local tax returns.
