Questions
What does FileMax Tax do?
FileMax Tax is a matching service. You tell us about your tax situation and upload your forms, and we match you with a licensed tax preparer (CPA, Enrolled Agent or PTIN holder) who prepares and files your return. We don't prepare returns ourselves and we don't give tax advice.
What documents do I need?
Usually your W-2 and/or 1099 forms, a photo ID, Social Security numbers for you and your dependents, and bank details for direct deposit. If you're self-employed, add your income and expense records. Last year's return helps too.
How much does it cost?
Matching is free. Your preparer gives you a quote before any work starts, and you decide whether to go ahead.
Do I need to go to an office?
No. Everything happens online, from your phone or computer, in all 50 states. There are no offices to visit.
Who will prepare my return?
A licensed tax preparer from our partner network: a CPA, an Enrolled Agent (EA) or a preparer with a valid IRS PTIN. They are an independent business, not FileMax Tax staff, and they'll introduce themselves before starting.
Is my information shared with anyone?
Only with the licensed tax preparation partners who can take on your return, and only after you agree to it when you sign up. We don't sell your information to anyone else. See our Privacy Policy for the details.
How long does it take to get my refund?
The IRS usually issues e-filed refunds with direct deposit within 21 days. Paper returns take 6–8 weeks. You can check the status any time with the IRS "Where's My Refund?" tool.
How accurate is the refund estimate?
It's a rough federal estimate based on the few numbers you enter, using the current IRS brackets and standard deduction. It doesn't include state taxes or every credit. Your preparer calculates the real amount.
Can I get help if I owe taxes or haven't filed for years?
Yes. Tell us when you sign up and we'll match you with a preparer who handles back taxes, balances due and IRS payment plans.
Can I get help with an IRS letter or audit?
Yes. Choose that when you sign up and we'll match you with a CPA or Enrolled Agent, who can represent you before the IRS.
What are your hours?
The website, chat and document upload work 24/7. Email support replies within 1 business day.
How do I contact you?
Use the chat in the bottom-right corner of any page (it answers 24/7), or email [email protected]. If you already have an account, the assistant in your portal can also tell you where your return stands.