Filing your taxes is just the beginning—unexpected issues like audits, identity theft, or IRS notices can arise long after tax season ends. That’s why we include our Tax Protection with every paid tax preparation service, ensuring you have expert support when you need it most.

01

Biggest Refund Guaranteed

Up to $2500 reimbursement if the IRS disagrees with your refund or computes a higher bill


This guarantee ensures that your tax return is prepared with the utmost accuracy and attention to detail.

02

$1M Tax Audit Defense

Should you receive a tax audit or notice, you can depend on up to $1,000,000 in services from the industry’s leading tax audit defense team.


Your credentialed team of specialists provides comprehensive assistance to ensure your matter is resolved.

03

Identity Theft Protection

If your identity is compromised, a designated Privacy Advocate will provide reliable and thorough identity theft restoration services.


No matter how or where your identity is stolen, your team of experts stands ready to help you reclaim your identity with confidence.


04

Lifetime Accuracy Guarantee

If you are entitled to a refund larger than we initially determined, we’ll amend your return for free, refund the tax preparation fees paid, (other product and service fees excluded) and give you an additional $50 dollars.

Client Essentials

Getting Started Right

Whether you're filing traditionally with us or starting your return through our TaxWise® Mobile App, be sure to use this simplified checklist to gather the essentials before your session:  


Personal Information:


  • Social Security numbers (you, spouse, dependents)
  • Driver’s license or state ID
  • Income Documents
  • W-2s from employers
  • 1099s (freelance work, interest, dividends, unemployment, etc.)
  • Investment income (dividends, stock sales)
  • Rental property income and expenses Childcare costs (with provider’s name, address, and tax ID)
  • Education expenses (Form 1098-T and receipts)
  • Mortgage interest (Form 1098)
  • Major Medical expenses (if significant)
  • Charitable donations (cash and non-cash)
  • Retirement contributions


For Self-Employed & Independent Contractors: 


  • 1099-NEC or 1099-K forms
  • Business income/expenses (advertising, supplies, home office, etc.)
  • Vehicle mileage and maintenance (if applicable
  • Cell phone or internet usage related to work Tax payments made throughout the year

Small Businesses:


  • Profit and loss statement
  • Business bank statements
  • Payroll records (if applicable)
  • Business-related receipts and expenses (travel, meals, equipment, etc.)
  • Inventory records (if applicable)
  • Records of estimated tax payments

Other Documents: 


  • Last year’s tax return
  • Bank account info for direct deposit/refund

Don’t worry if you’re unsure about anything—our we are here to guide you every step of the way!


Ready? Book an appointmnet or get started today with our TaxWise® Mobile App!

Book an Appointment

Give Us Some More Details

Please take a moment to complete our Client Essentials Form, so we can gather your basic information and prepare to assist you. 


In the next  tab, you upload your essential documnents after we connect. 


Your privacy is our top priority—all your data is fully secure with end-to-end encryption. 


Let’s make this tax season simple, safe, and efficient!

Client Essentials Form

Send Us Your Documents

It’s time to upload your essential tax documents to help us prepare your return accurately and efficiently-all submissions are safeguarded with end-to-end encryption. 


These may include:


  • Identification (Driver’s License, State ID, or Social Security Card)
  •  Income Documents (W-2s, 1099s, 1099Gs, etc.)
  • Mortgage Interest Statements (Form 1098)
  • Childcare forms
  • Profit & Loss Statements 

Just send over what you have and we'll started today! 

Submit Your Documents

Spread The Word & Get Paid!

Earn $25 for every friend you refer to My Tax Guy Online, and your friend will enjoy $15 off their tax preparation fee. It's simple: you save, they save, everyone wins! Start referring today!


Terms & Condtions


Eligibility

The referral program is open to new and existing clients of My Tax Guy Online.


Referred individuals must be new clients who have not previously used My Tax Guy Online’s tax preparation services.


Referral Rewards

For each successful referral:

  • The referring client will receive $25 as a referral reward.
  • The referred client will receive $15 off their tax preparation fee.

A referral is considered successful when:

  • The referred client completes their tax preparation service and pays in full.
  • The referral details (including the referring client’s name) are provided at the time of booking or payment.

Reward Distribution

The $25 referral reward will be paid out to the referring client via:

  • Check, Zelle, or another mutually agreed-upon method, within 14 days of the referred client’s payment.
  • The $15 discount will be applied directly to the referred client’s tax preparation fee.

Limitations

  • There is no limit to the number of referrals a client can make.
  • Referrals cannot be self-directed (e.g., referring oneself under a different name).
  • This offer cannot be combined with other promotions or discounts unless explicitly stated.

Additional Conditions

  • My Tax Guy Online reserves the right to verify the eligibility of all referrals and participants in the program.
  • My Tax Guy Online reserves the right to modify, suspend, or terminate the referral program at any time without prior notice.
  • Fraudulent or abusive practices, including but not limited to false referrals, will result in disqualification from the program and potential legal action.

Questions

If you have any questions about the referral program or these terms and conditions, please contact us at admin@mytaxguyonline.com.


By participating in the referral program, you acknowledge that you have read, understood, and agree to these terms and conditions.

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