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We are an on-demand platform that connects clients and firms seeking help with returns and forms with tax professionals like yourself.

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WHY JOIN TAXFYLE

Make More Money With Less Pressure

Taxfyle was created by CPAs to help others increase their earning potential at their leisure. Today, we have more than 3,500 pros picking up work from firms across the U.S.

Higher Earning Potential

Reach your desired value by using your downtime to increase your income. Working with us means you can still keep your full-time job and benefits while being able to take home more money.

Be Your Own Boss

By becoming an online tax professional, you can take your work-life balance back into your own hands. You have the luxury to work when and where you want without making financial sacrifices.

Client Access

Working with us means connecting to thousands of clients who need their tax preparation needs resolved. Job orders are immediately routed to you through the portal.

Reach your potential

Increase Your Income

How much you make is completely up to you. You can pick up however many clients you’d like depending on your desired schedule. As a Pro registered with Taxfyle, you may work wherever you want, whenever you want without any micromanagement. The average return nets you $111 and only takes about an hour and a half to complete.

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“Taxfyle provides tax professionals a great opportunity to seek various tax preparation opportunities and the flexibility to work from anywhere.”

SHAWNIELLE P.Licensed CPA
Constant Opportunities 

Gather Work During The Offseason

Tax season may be once a year, but working with us means there are opportunities to earn extra cash all year round. By teaming up with U.S.-based firms, our job pool is constantly replenished with opportunities waiting for you to pick them up.

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“As a self-employed CPA looking to increase cash flow, Taxfyle has been great. I am able to fill the workflow gaps throughout the year and the client experience is wonderful.”

Mark HLicensed CPA
SECURITY

Protecting your information is our priority

We take all necessary precautions when protecting your sensitive information. Through internal tests and monitoring, we work to ensure your data is safe.

Data Encryption

Your personal information is kept secure through full data encryption at rest and in transit. Additionally, we are SOC 2 compliant.

Sign-In Authentication

Enable Touch ID to grant your account an extra layer of security.

At Taxfyle, we maintain the highest standards in data security with consistent testing and quality assurance.

Better Business Bureau Accredited Business
24/7 Support

We’re here to help whenever you need

Our Pro support team is available year round. Reach out via the help chat or email if you have any questions.

To help you get started, we compiled a list of the most frequently asked questions.

“The Taxfyle team is extremely helpful, professional, and excellent to work with in my role as a tax pro. Communication between the clients and the tax pros is extremely important and the Taxfyle team responds instantly and professionally.”

Christian A.Licensed Cpa
Frequently Asked Questions

FAQ

How much can I expect to earn?

How much you make is completely up to you.  You can pick up clients through Taxfyle full-time, part-time, or even just in your spare time. Typically, your earnings will vary based on the amount of time you're willing to dedicate to tax preparation.  

You can also up your earning potential by making sure that your clients are fully satisfied.If clients love your work, that'll be reflected in your rating, and when we see high ratings, we'll up your concurrent job limit. (Check out the ratings and reputation section for more info on that.)

Some clients may take longer to collect all the necessary documents needed for you to complete their engagement, further delaying your acceptance of new jobs. Because of this initial limitation, your earning potential might not be the same as a veteran to the platform.

Regardless, given historical information from our inaugural year, the average personal tax return will net you $111. The average return took about an hour and a half to complete after all the necessary information had been gathered.

How do I get paid?

All Pros engaged with Taxfyle must create a Stripe account in order to collect the earnings for jobs completed within the platform. In order to create an account, please visit the Stripe website. Stripe is Taxfyle’s third party payment solutions provider and is used to both collect online payments from customers and transmit earnings to Pros.

To integrate your Stripe account with the Taxfyle Work Portal, simply select "Connect with Stripe" within your Taxfyle dashboard while still logged into Stripe. Your access to the dashboard will be restricted until you complete this setup.

At the end of the calendar year, Stripe will provide you with your form 1099-K. The Internal Revenue Service (IRS) requires that all US companies processing payments, including Stripe, report the gross earnings of US customers that earn over $20,000 and have 200+ transactions in the calendar year.

If you cross both IRS thresholds in a calendar year, Stripe will provide you with a Form 1099-K. You're ultimately responsible for reporting your earnings on your income tax return whether you received tax form 1099-K or not.

How do I pick up jobs?

Professionals must complete their registration with Taxfyle in order to gain access to the Taxfyle Fyler Portal and begin accepting opportunities. Clients will submit jobs from the Taxfyle mobile app on their iOS, android device, or via the web portal.

After clients submit a job, details of their required deliverables, as well as the fee you may collect for completing the engagement, will be routed to the opportunities section of the dashboard. If you feel comfortable accepting a job given the earning potential and forms required, you may select it from the Opportunities dashboard by simply clicking the accept button.

There is no obligation to pick up any job you don't feel comfortable completing. Please note, once you have accepted a job, you're responsible for completing the engagement. If for any reason you choose to have the job transferred and forfeit the earnings, you may select the "Forfeit" button within the Actions section of the job.

Best practice is to leave a message for your client indicating why you can not complete the job. There is currently no mobile notification system, however, you can enable notifications through Google Chrome and will receive email notifications whenever you are logged off of the platform. The expectation is that you will reach out to your client as soon as you pick up a job.  We are known for quick and efficient service.

What is my relationship with Taxfyle?

As a Pro registered with Taxfyle, you’ll be acting in the capacity of an independent contractor. You have the ability to work when you want, where you want, as often as you please and there is no cost to join the platform.

Taxfyle will provide customer engagement opportunities for Pro's working within our network and take a commission for the service. The earning potential noted within an opportunity will be the amount you can expect to collect on the engagement.

As an independent contractor, you will receive a form 1099-K for income earned from Taxfyle opportunities. The Internal Revenue Service (IRS) requires that all US companies processing payments report the gross earnings of US customers that earn over $20,000 and have 200+ transactions in the calendar year.

If you cross both IRS thresholds in a calendar year, Stripe will provide you with a Form 1099-K.It’s your responsibility to ensure you report and pay any tax liability as a result of income earned from Taxfyle opportunities during the calendar year, whether you received a 1099-K or not.D

Is there an experience requirement?

While there is no experience requirement for a Pro to gain access to the Fyler Portal, a word of caution goes to those with limited knowledge of the standard procedures for engagements in which you accept. As a Pro, you're bound to the ethical and professional conduct requirements established by the profession.

If you feel uncertain as to your abilities to accomplish a particular engagement given the details provided on the opportunity, we suggest you don't accept it as your own. Please note, as a Pro accepting an engagement, you're accepting sole responsibility for the completion of that engagement.

If you feel you're unable to complete the work and need to have a job transferred, please reach out through the Taxfyle help chat and a member of Taxfyle Pro Success team will have the job transferred to a Pro more suited for the engagement.

Note: Every engagement will impact your rating and reputation. By accepting opportunities which may be more complex for your skill set, you are exposing yourself to poor ratings in the event you provide a less than quality service.

Pro Best Practices

1. As soon as you pick up a job, it's recommended to send the client an introductory message to break the ice. Something along the lines of "Hey, I'm ___ a CPA/EA based out of (state) and I'll be working on your taxes. When you're ready, please upload your documents including a photo ID and your prior-year tax return to get started." A simple ice breaker like this will go a long way in retaining your clients and ensuring a positive experience.

2. Ensure that you review all uploaded information/documentation provided by the client as well as their responses to the Taxfyle intake form (via Details).

3. Please be sure that you meet the client's requested deadline provided on the job page. If a client requests to extend their deadline, let us know and we can change it on the backend.

4. Attempt to set a time schedule in which you and the client may be available to communicate on a back and forth basis.

5. Keep all communication with your clients within the job chat for audit log purposes.

6. Make sure the client is aware of any pricing changes for additional service requirements prior to having their job updated as this could lead to a negative experience.

7. If a client's job is nearing the extension deadline and they've become unresponsive, file an extension on their behalf to avoid penalties.

8. Before closing out jobs, summarize the next steps so the client is prepared for any post filing situation (upload e-file acceptance/final copy of return, how to make payments owed, check refund status, etc.)
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9. Inform clients they can contact Taxfyle Support if they need their job reopened for any reason before closing them out.

How to become a freelance accountant with Taxfyle

If you’ve always been interested in the accounting field, you may have considered becoming a freelance accountant. Freelance accountants do much of what full-time accountants do, but with a few additional perks.For example, as a freelance accountant, you can take on as many or as few clients as you want.

This makes it ideal if you have other responsibilities and you’re interested in doing accounting work on the side, or if you’re eager to have an unlimited income ceiling. Freelancing also gives you more flexibility on the number and scheduling of hours you work, and gives you control over the clients you choose to take on.So how do you become a freelance accountant in the first place?

Phase I: Education and Training (How to Become a Freelance Accountant)

First, you’ll need to have some baseline education and training in the accounting field. It’s technically possible for you to find accounting clients who don’t care what your previous education has been, but this is unlikely.Typically, when you find a potential client, they’ll want to investigate you and learn about your credentials. If you don’t have any past education, they may not want to work with you.

Having a degree or certification can really help to make your case.You may also want to have initial education and training so you can work with a company or organization that connects with freelancers. Most well-established operations will only work with accountants who are educated or properly certified.There are several ways you can get your education.

You could get a bachelor’s degree or an associate’s degree from a university, preferably with a major in Accounting. You could also take online courses, so long as you’re getting them from a qualified institution. Depending on where you initially work, you may also be able to get on-the-job education.Beyond that, it’s helpful to become formally certified as a public accountant (i.e., become a CPA). To do this, you’ll need to pass an exam and comply with continuing professional education (CPE).

Phase II: Initial Experience With Freelance Accounting

Next, you’ll want to have at least some experience in the accounting field. If you’re fresh out of college with your Accounting Degree, but you’ve never put that degree to work, you may be overwhelmed in trying to start a freelance business of your own.One of your best options is to seek an accounting internship, or a part-time job as an accountant.

Any position that allows you to work with more experienced accountants is going to be helpful. They’ll be able to guide you, correcting your mistakes, helping you grow, and giving you insights you might not be able to get from a textbook or lecture. If you’re planning on switching to freelancing eventually, part-time jobs and internships are ideal, since they don’t require much commitment from you up front.

This initial experience can also help you land clients in two important ways. First, you may be able to work with your organization directly; for example, you can do work as a freelancer that you used to do part-time for the organization. Second, you’ll be able to list this experience as part of your portfolio, helping you attract your initial clients.

You don’t need to spend much time in this position before you’re ready to start your own freelance enterprise. As long as you have a few months of experience under your belt, and the confidence that you’ve learned some important points, you may be ready to move on.

Phase III: Establishing Your Core Business (What Does a Freelance Accountant Do?)

Now for one of the most important phases: establishing your core business. If you want to be successful as an accounting freelancer, you’ll need to take your work seriously. In fact, it’s a good idea to treat it like an independent business, and come up with your own business plan. In your business plan, you’ll answer several important questions about your goals, your intentions, and your strengths and weaknesses.

You’ll define your brand and your core offerings; what kind of accounting services do you offer? Are you going to specialize in one type of client, or one type of industry, or are you going to be a generalist? Who is your target audience, and how are you going to reach them? Who are your main competitors, and how are you going to differentiate yourself from them?

This is also a good opportunity to set prices for your services. You deserve to make a rate that’s fair, based on the time you spend and the expertise you offer, but you’ll also want to set prices that are attractive enough to make you competitive. Ideally, you’ll come up with a formula that helps you remain profitable while still appealing enough to attract new clients regularly.

When you’re done with your business plan, you can set up the physical space and/or equipment you need to do your work. One of the greatest advantages of freelance accounting is that it’s so flexible and minimalistic; if you have a functioning computer with a good software program, you can work pretty much anywhere. However, you may want to invest in a comfortable, workable home office, or get a membership to a coworking space in your area.

Phase IV: Landing Your First Client

Now for one of the hardest steps to take as a freelance accountant: getting your first client. If you do good work, you can easily get new clients via referrals. And marketing yourself is much easier when you have a standing portfolio of clients. But getting that first paying customer can be a real challenge.Your best bet is to reach out to people who already know your skillset.

For example, you might contact a former employer or supervisor to see if there’s any work they could send your way. You could also talk to friends and family members to see if they or anybody they know is in need of accounting services.You could also try to work for an organization that hires and/or connects with many different freelancers. These agencies typically have an incredible volume of work to send, so you can take on as much or as little as you like (so long as you continue to do good work).

Phase V: Growing Your Business

The next phase of the process is growing your business. Having a single client, even if it’s a big client, is nice, but it’s not necessarily sustainable. If you want to make a bigger profit and decrease your revenue volatility, you’ll want to take on more clients and get more valuable work.Again, there are several ways to approach this.

The most straightforward and commonly used approach is to take advantage of personal referrals; you’ll do the best work possible for your clients, then ask them to tell everyone they know about your business. If they like your work and want to support you, they’ll spread the word, and you might get a new client or two out of it. You can complement this practice by investing in marketing and advertising; online marketing strategies like search engine optimization (SEO) and social media marketing are inexpensive, but can greatly boost your visibility.

If you’re ready to start a freelance accounting business of your very own, one of the best options available to you is TaxFyle! Join our network of freelance accountants today, and you’ll have immediate access to thousands of prospective clients. From there, you’ll be able to choose exactly which clients you take on, and how much work you do. It’s a win for everyone involved.

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