Not a tax app. Not a seasonal shop. A tax firm built for how you actually earn.
Software can’t represent you or make a judgment call. A seasonal preparer usually sees your numbers once a year. Tally Tax is a credentialed team that works with you all year.
How the typical options compare
| Topic | DIY tax software | Seasonal preparer | Tally Tax |
|---|---|---|---|
| Who prepares the return | You do, guided by prompts | A preparer, from what you hand over | A CPA or EA who already knows your file |
| Who reviews it | Nobody but you | Varies by preparer | A second preparer, every time |
| Estimated taxes | Your calculation | Often vouchers based on last year | Recalculated through the year |
| When a notice arrives | You handle it, or pay for add-on help | Often billed hourly, if they take it | Read same day; representation on Protected |
| Receipts and proof | Wherever you saved them | Your responsibility | Organized in your portal and retained |
| Planning | After the year is over | Sometimes, as a separate engagement | Year-round, with a fall session |
| Who you talk to | A help center | Whoever is free in March | The same named team, all year |
| Pricing | Low, plus upgrades | Per return, plus hourly extras | Flat, quoted up front |
Comparisons describe common setups, not any specific product or firm. Plenty of great preparers work year-round.
Six rules we work by
Documented, not remembered
Every deduction we claim is backed by a document we keep, so your return can be defended years later.
One team, not a ticket queue
You get a named preparer and advocate who keep your file year over year and remember why decisions were made.
Defensible over clever
We take every deduction you’re entitled to and can support. We don’t take positions we wouldn’t explain to an examiner.
Plain English, always
Every return comes with a walkthrough. Every notice comes with a summary a busy person can read in a minute.
Secure by default
Documents move through a secure client portal, never email attachments. You approve every filing and payment.
Your data, portable
Your returns, workpapers and documents are yours. If you ever leave, your records leave with you.
What we won’t do
Trust in this business is earned by what you refuse. These are ours.
- Promise a refund, a savings figure, or an audit outcome before we’ve seen your numbers.
- Sign a return with a position we couldn’t support with your records.
- Sell, rent or share your financial data for marketing.
- Bill you by the minute for asking a question.
- File anything you haven’t had the chance to review with us.
See what a year with Tally Tax looks like.
Thirty minutes, no obligation. Bring last year’s return and we’ll show you where the gaps are.