Beta • Guided Returns
Guided Tax Return Wizard
Estimate refunds and liabilities with MyTaxView-style guidance. This beta provides guided estimates for review and validation. Always verify with a licensed tax professional.
Start a New Return
Beta • Session Only
Start a temporary session (no account, no storage).
No personal information is requested or stored. This session is temporary and intended for preliminary refund and liability estimates. Verify with a licensed tax professional before filing.
Beta Safeguards
No accounts. No storage. Session only.
• No account creation required.
• No personal information is requested or stored.
• Data is lost when the session ends.
• Use for preliminary estimates and verify with an accountant.
• PDF downloads are for review only.
Guided Intake
Step-by-step prompts with form box guidance.
Built-in prompts for W-2s, 1099s, SSA-1099, and common deductions.
Completion Checks
Required steps highlighted before review.
A checklist ensures you do not miss key information for a return.
PDF Export
Print-ready summaries for review.
Generate federal and state/local PDF summaries for offline verification.