Taxes Made Easy: EY TaxChat Provides Premium Tax Service On Your Schedule

Life can complicate your taxes. Maybe you worked remotely, or you’ve added more complex investments to your portfolio in the past year. A milestone like getting married, starting a family, buying a home, retiring or launching a business will also have tax implications. Or maybe it’s not a personal life change but a new tax law or policy that’s affecting the way you need to file your taxes.

In any event, the more complex your tax returns become, the more difficult it is for either the do-it-yourself method or conventional tax preparation services and software to meet your needs.

With EY TaxChat, there’s a simpler way to file even the most complex taxes. And getting a quote is fast and free with no obligation to purchase.

EY TaxChat: Premium Tax Service On-Demand

EY TaxChat is an on-demand mobile service that connects you with an EY tax professional who prepares your return and files it for you on your schedule, in a convenient online environment. It eliminates the hassle of making an appointment with a tax preparer, sorting and mailing paper documents and trying to understand complicated tax software. You just answer a few questions, take and upload photos of your tax documents, and an EY tax professional prepares and files for you.

EY TaxChat tax preparers are trained and licensed tax professionals who hold either certified public accountant or enrolled agent licenses. They are skilled in federal, state and local tax returns, according to EY.

Why Choose EY TaxChat?

The advantage EY TaxChat offers:

• It’s ideal if you’ve encountered new tax requirements that make filing more complicated.
• You can access TaxChat by using the app or visiting the website.
• Your information is synced across all of your devices.
• The TaxChat team is available to assist you by phone from 9 a.m. to 6 p.m. ET, Monday through Friday.
• Powered by Ernst & Young LLP (EY US), an organization with more than 100 years of experience in tax preparation, TaxChat is competitively priced.
• Tax preparers collect only the required information based on your profile.

EY TaxChat might be especially appropriate for doing your 2021 tax return if you:

• Took a COVID-related retirement plan distribution in the filing year.
• Received unemployment benefits.
• Received advanced child tax credit payments or are eligible for child tax credit payments.
• Have a new state filing requirement.
• Were self-employed and took time off due to quarantine or to care for a child.
• Received a stimulus payment.
• Were impacted by a federally declared natural disaster in 2021.
• Started your own business.
• Worked remotely across states or geographies.
• Have property rentals.
• Started investing in crypto.

How to Get Started

EY TaxChat is open for enrollment now through fall 2022. To register, create an account either by going to https://taxchatmedia.ey.com or by using the mobile app, which is available for download from the Apple App or Google Play stores.

To use EY TaxChat, you need:

1. Access to a computer or smartphone that runs on either iOS (any version) or Android software (6.0 or later) and
2. Your tax documents, such as your form W-2, mortgage interest statements and 1099s.

After you complete the registration process, you will receive a list of documents that are required based on your personal circumstances. You can send your EY tax professional a chat message if you have questions about which documents are sufficient or required, or at any time during the preparation and filing process. You can also arrange a call if needed.

You can share the required documents by taking a picture of them with your smartphone or uploading them from your device or cloud storage.

Pricing and Payment

You’ll be prompted to answer some questions about your 2021 tax year during the registration process. For example, did you have a mortgage or get married? Based on your answers to the questions, you’ll get a quote from EY TaxChat for preparing your taxes. Pricing starts at $199 and can go up, depending upon the complexity of the return. Your TaxChat fee will include your federal return and one state return.

Protection of Your Tax Information and Personal Data

According to an EY TaxChat FAQ on the product, TaxChat uses multiple encryption protocols (in transit and at rest) for data and information security. The service also employs EY US’s professional information security practices so that your data is protected at all times.

In addition, your information is seen only by those working on your returns and cannot be accessed by your employer, or any party, without your consent.

Bottom Line: EY TaxChat Does the Work; You Get Your Time Back

You have a lot going on in your life, and some of those things will impact your taxes. But you don’t have to spend hours of your life getting your taxes done. With EY TaxChat, there’s an easier way.

Access the expertise of EY TaxChat from the comfort of your home. Their tax preparers can complete even the most complicated tax returns, and they are readily available to answer your questions.

Visit the EY TaxChat website to learn more about how EY TaxChat can help you get your taxes done with confidence so you have more time to enjoy your life.