Filing season · 15 years preparing returns

Sit down with your tax pro. From your couch.

Q: Read our accessibility statement

Our commitment. eFile United Tax & Financial Services wants every client, including people with disabilities, to be able to use our website, client portal, AI interviewer and video interviews independently and with dignity. Standard. We design and test against the Web Content Accessibility Guidelines (WCAG) 2.2, Level AA. That includes keyboard access, screen-reader labels, color contrast, captions, adjustable time limits, and reduced-motion support. Built-in options. Voice answers and read-aloud in the AI interview, larger text, high contrast, reduced motion, extra-plain language, Spanish, live captions, and a "More time" button on identity checks. Auxiliary aids, free of charge. Relay calls (711), sign language interpreters, large-print or audio versions of your documents, and in-person or extended appointments. Just ask. Known limits. Some documents come from third parties, like IRS forms and notices, and may not be fully accessible. We'll read them with you or provide another format. Tell us about a barrier. Email info@efileunited.com or call 614-418-1818 or 1-888-29-EFILE (3-3453) (711 relay welcome). We respond within two business days. Last reviewed: November 2026

Upload your documents once, meet a credentialed preparer face-to-face on a secure video interview, review every line together, and e-sign from your phone. You approve an itemized quote before we start, and it’s never a percentage of your refund. Pay by card or cash, or from your refund through a refund transfer (the partner bank charges its own fee).

Find my filing path See how it works

Rather talk first? Call 614-418-1818 · 1-888-29-EFILE (3-3453) · English y Español

face to face, from anywhere

Secure session · encryptedExample

LINE 1aW-2 wages · 2 employers✓ MATCHED
SCH C1099-NEC rideshare income✓ REVIEWED
LINE 27Earned income credit · due diligence✓ DOCUMENTED
8879Your e-signature authorizationSIGN →

Every item your preparer confirms shows up in your portal, so you see the return take shape as you talk.

Authorized IRS e-file Provider
PTIN-credentialed preparers
Held to Treasury Circular 230 standards
Written security plan per IRS Pub. 4557
Service in English & Español
Accessible by design · WCAG 2.2 AA

Any screen

Same secure room. Whatever's in your hand.

Join your interview from a laptop, tablet or phone. Your preparer sees what you see: the same checklist and the same documents, live on both screens.

at your desk

on your phone

Laptop · Chrome, Edge, Safari, FirefoxiPad & Android tabletsiPhone & Android, no app to installCaptions & interpreters on request

eFile United Access

Taxes on your terms. Every ability welcome.

eFile United Access is our customer-service commitment, guided by the Americans with Disabilities Act: an equal, independent way to get your taxes done with us, however you see, hear, move or process information. Our AI interviewer, Kathy, is at the center of it.

Answer Kathy out loud

Our AI interviewer takes spoken answers and can read every question aloud, so you don't have to type or read a screen.

No time limits

The interview waits for you. Identity checks can be extended with one tap, and you can stop and pick up later with your preparer.

Larger text & high contrast

One switch enlarges the portal; another removes textures and sharpens contrast. Everything works with a keyboard and screen reader.

Plain words, in English or Español

Turn on extra-plain language, or have Kathy interview you in Spanish. No tax jargon without an explanation.

Captions and interpreters

Ask for live captions in English or Spanish, a sign-language interpreter or relay service when you book, and we’ll set it up for your interview at no cost to you.

Never AI-only

Call us (711 relay welcome), book a captioned video interview, or ask for an in-person accommodation. A licensed preparer reviews every return.

Our standardWe design to WCAG 2.2 Level AA, test with screen readers and keyboards, and fix reported barriers fast.info@efileunited.com · 614-418-1818 · 1-888-29-EFILE (3-3453)

Start with Kathy

Read our accessibility statement

Our commitment. eFile United Tax & Financial Services wants every client, including people with disabilities, to be able to use our website, client portal, AI interviewer and video interviews independently and with dignity.

Standard. We design and test against the Web Content Accessibility Guidelines (WCAG) 2.2, Level AA. That includes keyboard access, screen-reader labels, color contrast, captions, adjustable time limits, and reduced-motion support.

Built-in options. Voice answers and read-aloud in the AI interview, larger text, high contrast, reduced motion, extra-plain language, Spanish, live captions, and a "More time" button on identity checks.

Auxiliary aids, free of charge. Relay calls (711), sign language interpreters, large-print or audio versions of your documents, and in-person or extended appointments. Just ask.

Known limits. Some documents come from third parties, like IRS forms and notices, and may not be fully accessible. We'll read them with you or provide another format.

Tell us about a barrier. Email info@efileunited.com or call 614-418-1818 or 1-888-29-EFILE (3-3453) (711 relay welcome). We respond within two business days.

Last reviewed: November 2026

No app to install

Your whole return, in your pocket.

Check your progress, add documents, approve your quote and sign, all from your phone's browser.

See the client portal

How it works

Five steps. Zero waiting rooms.

The same review you'd get across a desk, rebuilt for how people live now. Your part fits around your day, on whatever device is nearby.

Chat with Kathy

Our AI interviewer asks what a preparer would, fills in your return as you talk, and builds your document checklist.

~10 minutes

Upload once

Snap or drop documents into your encrypted portal. With your written OK, we can pull IRS transcripts to fill gaps.

Form 8821

Meet on video

A scheduled interview with your assigned preparer. Screen-share, captions or an interpreter on request. Every interview is recorded and kept, encrypted, in your file.

30–45 min

Review and e-sign

Walk through the finished return line by line, then sign after a quick identity check.

Form 8879

File and track

We transmit, then your portal shows IRS acceptance and refund status. Your copy stays there year-round.

e-file ack

Tax calendar · live

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Beat the deadline: start my return

Jan 15Q4 2026 estimated tax payment1040-ES
Late JanIRS opens e-filing for 2026 returns (date set by the IRS)e-file
Feb 1W-2s and 1099-NECs due to youW-2 · 1099
Mid-FebEarliest EITC / ACTC refunds can be released (PATH Act)refunds
Mar 15S-corporation and partnership returns1120-S · 1065
Apr 15Individual returns, extensions and Q1 estimate1040 · 4868
Jun 15Q2 estimated tax payment1040-ES
Sep 15Q3 estimate and extended business returns1040-ES · 1120-S
Oct 15Extended individual returns1040

Dates for the 2027 filing season (tax year 2026). Weekends, holidays and IRS disaster relief can move a due date; we confirm yours in your interview.

15years preparing returns

9cities served by video

2languages: English & Español

1preparer, start to finish

Who we help

Every kind of year. Every kind of return.

Fifteen years of returns taught us that nobody’s taxes are “simple.” They’re yours. Here’s who sits down with us most.

A couple at a table going over tax forms, a laptop and receipts together — the whole family

Families

Kids, child care, a new baby, a move. We make sure every credit you’ve earned is on the return, with the documentation to keep it there.

1040 · CTC · EITC · 2441

A young woman at her desk on a laptop video call, holding up her phone — gig & 1099 work

Gig & 1099 workers

Rideshare, delivery, booth renters and freelancers. Our self-employment organizer turns a year of receipts into deductions you can defend.

Schedule C · SE tax · QBI

A smiling business owner at his office desk with a laptop and reports — open for business

Small-business owners

From Schedule C to S-corp: entity advice, monthly books and quarterly estimates, so April is a review instead of a scramble.

1120-S · 1065 · bookkeeping

A group of young adults talking and laughing around a table — first return!

Students & first-time filers

Your first W-2, education credits, a parent who still claims you or doesn’t. Someone patient explains each line.

1098-T · AOTC · first W-2

A confident older man in a white shirt and tie standing outside an office building — next chapter

Retirees & pre-retirees

Social Security, pensions, required distributions and the new senior deduction, planned so withdrawals cost you less tax.

SSA-1099 · 1099-R · RMDs

A woman in a green blazer checking her phone at a bright office desk — done at lunch

Busy professionals

Upload from your phone at lunch, meet on video after work, and sign from wherever you are. No waiting room, ever.

Portal · video · e-sign

Aarius Dumas, founder of eFile United — Aarius · Columbus, OH

From the founder

Fifteen years across the table. Now the table comes to you.

For fifteen years we've sat down with families, gig workers and business owners, one return at a time. Going remote doesn't change who picks up when you call. It means you don't have to drive across town, take time off, or sit in a waiting room to work with a preparer who knows your name.

Aarius Dumas

Founder & CEO, eFile United LLC

Data & compliance

Your return is the most sensitive file you own.

So we tell you exactly how we collect it, where it lives, who can see it, and when it's destroyed. Each item below maps to the federal rule behind it.

FTC SAFEGUARDS RULE · PUB. 4557

Encrypted portal, not email

Documents are encrypted in transit and at rest on servers we control. You sign in with a one-time code, so there’s no password to steal; every staff login requires multi-factor authentication, and staff access is limited to your assigned team and logged.

IRC §7216

Your consent, in writing

We never use or share your tax information for anything beyond preparing your return unless you sign a specific consent. You can say no and still get full service.

FORM 8821

Transcripts, only with your OK

Missing a form? With your signed authorization we pull wage and income transcripts straight from the IRS instead of making you hunt.

IRS E-SIGNATURE STANDARDS

Identity-checked signatures

Before you e-sign Form 8879 remotely, we verify it's you with knowledge-based questions, and keep the audit trail with your file.

RETENTION SCHEDULE

Kept as long as required, then destroyed

We keep records for the periods the law sets, then securely destroy them. You can download your full file from the portal any time.

INCIDENT RESPONSE

A plan before we need one

Our written information security plan covers who does what if something goes wrong, including prompt notice to you, to the IRS, and to the FTC and state agencies when the law requires it.

Circular 230

Our professional commitments

Treasury Circular 230 governs attorneys, CPAs, enrolled agents and others who practice before the IRS. Not every preparer’s credential requires it, but we hold every preparer on our team to these standards. Here’s what that means for you.

§10.22	We prepare your return with due diligence and ask follow-up questions when something doesn't add up.
§10.27	Our fee is set up front. We don't charge a percentage of your refund.
§10.28	Your original records are returned to you on request, always.
§10.29	If a conflict of interest ever exists, we disclose it and get your written consent.
§10.30	No guaranteed refund amounts and no misleading ads. What you read on this site is what you get.
§10.34	We advise you of the consequences of any position on your return, including penalties, before you sign.

Liberty Rewards

Bring your people. Get rewarded when they file.

The best clients come from people who already trust us. Liberty Rewards gives you a personal link and a live tracker, and pays you each time a friend's return is filed.

Your link

efileunited.com/r/denise-m

Tracker · example

Marcus J.FILED · REWARD SENT
Tanya R.FILED · REWARD SENT
Luis & Ana P.INTERVIEW BOOKED
Keisha W.LINK OPENED

Your friends enter their own details. We never use your return to market to anyone, and we don't tell you anything about their taxes beyond "filed."

What it adds up to

Friends who file through your link4

Your rewards$200

Rewards levelSilver

Member1+ filed · reward per filed friend

Silver3+ filed · free mid-year W-4 check-up

Gold7+ filed · your own prep fee waived

Example program: $50 per filed referral. Amounts and perks are set each season in the official program terms. Rewards can count as taxable income, and we’ll send a 1099 when the law requires one.

Year-round

Taxes are one day. Money is all year.

The return is where we meet. Planning, books and business filings are where we save you real money, and they happen between seasons.

Jan – Apr

Individual returns

Wages, gig income, credits and dependents, handled with the due-diligence documentation the IRS expects.

1040 · Sch C · 8867

Mar – Sep

Business taxes

Partnerships, S-corps and C-corps, plus entity-choice advice when your side business outgrows Schedule C.

1065 · 1120-S · 1120

Monthly

Bookkeeping

Reconciled books and clean statements every month, so April is a review, not a scramble.

P&L · balance sheet

Jun & Oct

Tax planning

Mid-year projections, withholding tune-ups and quarterly estimates, so there are no surprises.

W-4 · 1040-ES

Careers · Training Hub

Prepare taxes with us. From anywhere.

We're building a remote team of 100 paid preparers across the country for the 2027 season. You bring the judgment. We bring the clients, the software, the secure video room, and a Training Hub that takes you from new hire to client-ready.

And One-Click Filing. Our AI, Kathy, reads each client's uploaded W-2s and 1099s into an entry sheet, and one click fills the return. No retyping boxes. You review every field, ask the questions software can't, and file with your name on it.

Regional leadPreparer seat

Apply and verifyBackground check, active PTIN, and a short skills assessment.
Train in the HubSelf-paced modules, live labs and a mock client interview.
File in one clickLearn One-Click Filing in the Hub: client documents fill the return, and you verify and file.
Take clientsStart with simpler returns, then unlock more complex work as reviews come back clean.
GrowLead a regional pod, or open your own office through our business program.

Apply to prepare Earn as a partner

A tax preparer working from a home office — home office

eFile United Training Hub member badge on a branded lanyard — day-one badge

Training Hub · 8 of 22 modules

TH-01

The e-file workflowFrom first contact to IRS acceptance

ONBOARDING

TH-02

Circular 230 & preparer penaltiesDue diligence, fees, advertising, conflicts

REQUIRED

TH-03

Data security & our WISPPub. 4557, Safeguards Rule, §7216 consents

REQUIRED

TH-05

Refundable credits & due diligenceEITC, CTC, AOTC, HOH and Form 8867

LEVEL 1

TH-07

The video interviewRunning a warm, thorough remote session

LEVEL 1

TH-10

Schedule C & self-employmentGig income, expenses, SE tax, estimates

LEVEL 2

TH-13

Business returnsPartnerships, S corps & C corps

LEVEL 3

TH-15

AFSP, PTIN & your credential pathContinuing education hours tracked for you

ONGOING

A diverse team of tax professionals celebrating together in an office — season kickoff

Two colleagues reviewing a return together at a laptop — second set of eyes

A smiling tax professional with braids, arms crossed, in a modern office — your next career

Partners · Earn with us

Bring people in. Share in the work.

Many of our best clients came to us because someone they trust said, “Call these folks.” If you’re the person people ask for a recommendation, and you’d like to be paid fairly for it, there’s a seat for you here. You earn a share of the preparation fee on the returns you bring in or prepare. It is never a share of anyone’s refund, and never a promise of easy money. It is honest pay for honest work, and it grows as you do.

You open the door.

For the connector everyone already trusts.

Barbers and stylists, pastors and ministry leaders, HR managers, realtors, gig drivers, community organizers. You share a personal code. When someone you refer files with us and pays their fee, you earn a share of it.

You never handle documents or give tax advice. Once they reach us, we take it from hello.

A few hours a season · No tax experience needed

You do the return.

For the detail-minded closer.

Earn a share of every fee you prepare. The Training Hub gets you client-ready, and One-Click Filing takes the retyping off your plate. You put your time into the conversation and the review.

Your share grows as your reviews come back clean and your clients come back next year.

Part- or full-time in tax season · PTIN required (we’ll help)

You build the team.

For the builder who wants a book of business.

Lead a regional pod or open an eFile United office. You earn on the returns your team files, with our software, brand, compliance review and client flow behind you.

This path is for people who want to build a business over years, not chase one season.

Year-round · We start with a conversation

How we keep it right

Paid on fees, never on refunds. Your share never depends on how big a client’s refund is. That keeps the advice honest and the returns accurate.
Clients know who sent them. When you refer someone, they know you referred them and that you’re compensated for it. Trust is the whole business.
Your split, in writing, before you start. Your percentage, when it’s paid and what it’s paid on are spelled out before your first referral or return.
No income promises. Some partners earn a little and some build something real. It depends on your effort, your network and the season.

A diverse group of people joining hands in a circle outdoors — stronger together

“If people already ask you who does your taxes, you’re halfway here.”

Become a partner Compare with a preparer role

Columbus, Ohio

Rooted in Columbus. Built to reach you anywhere.

Fifteen years on the Scioto, now serving families and businesses in nine cities by secure video.

Come say hiCMH · 614-418-1818Toll-free · 1-888-29-EFILE (3-3453)info@efileunited.com

A woman sorting tax forms and receipts at her desk with a calculator — getting organized

Free downloads

Get organized before your interview.

Our 2026 Tax Organizer follows the same order your preparer uses in our tax software, so your interview moves fast. Fill it in on screen and upload it to your Document Vault.

Totals calculate automatically in the free Adobe Acrobat Reader. When you’re done, upload it to your Document Vault.

Questions

Before you book.

Still unsure? Call us and a real person will walk you through it.

Do I ever need to come into an office?

No. Everything from upload to signature happens online. If you prefer paper, we can arrange secure drop-off with an office in our network.

How much does it cost?

After you upload, your preparer reviews your documents and prices your return by its forms and complexity, and you approve the itemized quote before any work begins. The fee never depends on the size of your refund. Pay from your refund through a Refund Transfer (a partner bank fee applies), or by card or cash with no bank fee.

Is a video interview as secure as an office visit?

Sessions run inside our encrypted portal, not a public meeting link. Only you and your assigned team can join. Every interview, including video, audio and chat, is recorded and kept encrypted as part of your tax file, and you’ll see a notice and agree before you join.

Will the same preparer help me next year?

That's the plan. Your preparer and your full history stay attached to your account, so next year starts where this one ended.

What if the IRS sends me a letter later?

Upload it to your portal. Your preparer will explain what it means and what your options are.

¿Atienden en español?

Sí. Puede elegir un preparador que hable español para la entrevista por video, y el portal está disponible en español.

Your preparer is one click away.

Or call 614-418-1818 · 1-888-29-EFILE (3-3453) · info@efileunited.com

Start my return