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Frequently Asked Questions

How can Accountively help me do my taxes?

Accountively's "do my taxes" service enables our users to procure tax return preparation help from our network of highly experienced and certified tax & accounting professionals in a simple and effortless manner at attractive price points.

Why should I use Accountively?

Accountively's "do my taxes" service offers our users many advantages over other traditional methods of tax return preparation including:

  • Better Value – Instant price quotes and upfront price transparency. Accountively's prices could be up to 60% cheaper than going to a local CPA.
  • Greater choice – You choose your own Tax Pro from Accountively's provider network.
  • Quality – Always a vetted, experienced and certified Tax Pro to ensure you do your taxes right and get the maximum refund.
  • Convenience – Easy to use, secure and mobile-friendly cloud-based platform where our users can upload all their tax documents, track status of their job anytime anywhere and easily communicate with their Tax Pro.
How does Accountively's "do my taxes" service work?
  1. Select a pre-built tax prep package or customize a pre-built package based on your needs here. Our platform will instantly calculate and show you your tax preparation fee in most situations.
  2. Select your Tax Pro from our network of highly experienced and vetted professionals and pay your tax preparation fee.
  3. Once your chosen Tax Pro accepts your job, you will get a notification in email. In case your Tax Pro rejects your job request, we will issue you a full refund of the fee you paid.
  4. Upload all your documents to Accountively's secure platform. We apply 256-bit encryption to all your uploaded documents, so your information is secure with us. Your documents are only accessible to you and your Tax Pro.
  5. The tax return preparation process begins now. You can track the status of your job any time anywhere through our mobile-friendly technology platform and communicate with your Tax Pro using integrated messaging, phone or email.
  6. You will receive a notification in email when your tax return is ready for your review. If your tax return looks satisfactory, you can "accept" it and your Tax Pro will go ahead and e-file it for you. In case you're not satisfied with your tax return, you can "reject" it and work with your Tax Pro so they can get you a revised tax return for your review.
What does it include and how is it priced?

We have three pre-built packages (Renter, Homeowner & Homeowner with income from 2 states) that our users can either select as is or customize based on their needs. The package descriptions and pricing are available here. If you desire to customize your package, select the "customize" button next to it. We then ask you a series of questions to better understand your tax needs and show you your price instantly in most situations.

Can I choose a specific Tax Pro?

Yes, you may choose a specific Tax Pro of your liking from our network. We have detailed profiles available for our Tax Pros to help you select. All our Tax Pros are highly experienced, vetted and certified.

Is a Tax Pro available in my area?

Our Tax Pro network is growing. Currently, we have Tax Pros in the following states – New York, New Jersey and California. Even if we don't have a Tax Pro available in your area, most of our Tax Pros are highly knowledgeable and can help users in all U.S. states.

Is it safe to upload my documents to Accountively's platform?

We apply 256-bit encryption to all your uploaded documents, so your information is secure with us. Your documents are only accessible to you and your chosen Tax Pro.

What if my Tax Pro does not accept my job request?

In case your Tax Pro rejects your job request for any reason, we will issue you a full refund of your tax preparation fee. You are welcome to create another job request and select another Tax Pro from our network if you wish so.

What is your money-back guarantee?

If you start your tax return preparation process with one of our Tax Pros and do not file your tax return with them, we will refund you your tax preparation fee, up to $250.

How long does it take to get a refund?

Depending on your credit/debit card provider, you will see the funds returned to you within 1-3 business days of your refund request.

If you still have questions, you can contact us anytime at support@accountively.com