# eFile United Tax & Financial Services

> Remote tax preparation firm based in Columbus, Ohio, in business for 15 years. Clients meet a credentialed (PTIN) preparer over secure, end-to-end encrypted video, upload documents from their phone, approve an itemized quote, e-sign, and the firm e-files as an Authorized IRS e-file Provider. Services in English and Spanish.

## Key facts
- Website: https://efileunited.com · Phone: 614-418-1818 (Columbus), 1-888-29-EFILE (1-888-293-3453, toll-free) · Email: info@efileunited.com
- Headquarters: Columbus, Ohio. Clients served by video in Houston and Dallas (TX); Columbus, Cleveland and Cincinnati (OH); Atlanta (GA); Durham and Charlotte (NC); Huntsville (AL), and anywhere in the U.S.
- Pricing: an itemized quote approved before work starts; fees vary by return type and complexity and are never a percentage of the refund. Pay by card, cash, or from the refund through a refund transfer (the partner bank charges its own fee).
- Standards: preparers are held to Treasury Circular 230 standards; client data is encrypted in transit and at rest; staff sign in with multi-factor authentication; consent is required before any use of tax information under IRC §7216; every video interview (video, audio and chat) is recorded with the client’s consent and stored encrypted with the client’s file.
- Accessibility: captions, sign-language interpreters and relay services on request at no cost; Spanish-language interviews.
- AI: Kathy, eFile United's AI interviewer, asks intake questions and organizes documents. A human preparer reviews every return and the client approves it before filing.

## Services
- Individual returns (Form 1040): wages, credits (EITC, Child Tax Credit, education credits), dependents, with IRS due-diligence documentation.
- Self-employed and gig workers (Schedule C): rideshare, delivery, freelancers, booth renters; self-employment tax and estimated payments.
- Business returns: partnerships (1065), S corporations (1120-S), C corporations (1120).
- Bookkeeping (monthly) and tax planning (withholding check-ups, quarterly estimates).

## How it works
1. Book online or call. 2. Chat with Kathy (AI interviewer) or a preparer to build a document checklist. 3. Upload documents to the encrypted Document Vault. 4. Meet a preparer by secure video and review the return line by line. 5. E-sign and track the return to IRS acceptance and refund.

## Free downloads
- [2026 Tax Organizer (fillable PDF)](https://efileunited.com/downloads/efile-united-2026-tax-organizer.pdf): intake questionnaire in the same order as United eFile Professional Tax Software (powered by TaxSlayer Pro), self-employment expense organizer, referral page and video interview cheat sheet.
- [Self-Employment Expense Organizer](https://efileunited.com/downloads/efile-united-self-employment-organizer.pdf): Schedule C income and expenses with automatic totals.
- [Video Interview Cheat Sheet](https://efileunited.com/downloads/efile-united-video-interview-cheat-sheet.pdf)

## City pages
- [Houston, TX tax preparation](https://efileunited.com/houston.html)
- [Dallas, TX tax preparation](https://efileunited.com/dallas.html)
- [Columbus, OH tax preparation](https://efileunited.com/columbus.html)
- [Cleveland, OH tax preparation](https://efileunited.com/cleveland.html)
- [Cincinnati, OH tax preparation](https://efileunited.com/cincinnati.html)
- [Atlanta, GA tax preparation](https://efileunited.com/atlanta.html)
- [Durham, NC tax preparation](https://efileunited.com/durham.html)
- [Charlotte, NC tax preparation](https://efileunited.com/charlotte.html)
- [Huntsville, AL tax preparation](https://efileunited.com/huntsville.html)
- [San Antonio, TX tax preparation](https://efileunited.com/san-antonio.html)
- [Austin, TX tax preparation](https://efileunited.com/austin.html)
- [El Paso, TX tax preparation](https://efileunited.com/el-paso.html)
- [McAllen, TX tax preparation](https://efileunited.com/mcallen.html)
- [Miami, FL tax preparation](https://efileunited.com/miami.html)
- [Tampa, FL tax preparation](https://efileunited.com/tampa.html)
- [Orlando, FL tax preparation](https://efileunited.com/orlando.html)
- [Jacksonville, FL tax preparation](https://efileunited.com/jacksonville.html)
- [Nashville, TN tax preparation](https://efileunited.com/nashville.html)
- [Memphis, TN tax preparation](https://efileunited.com/memphis.html)
- [Seattle, WA tax preparation](https://efileunited.com/seattle.html)
- [Dayton, OH tax preparation](https://efileunited.com/dayton.html)
- [Toledo, OH tax preparation](https://efileunited.com/toledo.html)
- [Akron, OH tax preparation](https://efileunited.com/akron.html)

## Careers and partners
- Remote preparer jobs with paid training in the eFile United Training Hub: https://efileunited.com/#careers
- Partner program (referral partners, commissioned preparers, office partners) paid as a share of preparation fees, never of refunds: https://efileunited.com/#partners

## Frequently asked questions
### 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

### 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.