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How does my Pro know what I need?

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Written by Success Team
Updated over a week ago

We ask that you provide your Pro with a copy of your prior year tax return so they may have a baseline to work with.  You will also be able to communicate with them via our encrypted messaging feature at any time.  Through discussions, you can make them aware of any new activity that needs to be captured in the current year.  You may also discuss items that may have accidentally been missed in prior years as well as options to remedy the problem.  Once you've used Taxfyle, relevant information will be saved within your profile and future Pros may pick up where the last one left off.

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