Your time is valuable. So we’ll file for you.

EY TaxChat™ connects you with an EY Tax professional who prepares your return and files for you on your schedule, eliminating the hassle of appointments, paper documents and complicated software. Put our wealth of experience to work.

Let EY file your taxes after April 15ᵗʰ.

Apply for your automatic extension by filing IRS Form 4868, which gives you an extension time to file until October 15, 2024. Then sign-up with EY TaxChat and let a licensed EY Tax Professional do the rest for you.

Register now

How it works

Simple, easy and reliable

Let EY file your taxes after April 15ᵗʰ.

Apply for your automatic extension by filing IRS Form 4868, which gives you an extension time to file until October 15, 2024. Then sign-up with EY TaxChat and let a licensed EY Tax Professional do the rest for you.

Register now

The TaxChat advantage

EY TaxChat advantages

Our service is unmatched

      EY TaxChat Plus EY TaxChat DIY/Software Traditional CPA
    Convenient ✓ ✓ ✓ -
    Affordable ✓ ✓ ✓ -
    Personalized advice from leading EY Tax professionals on compliance questions
    		 ✓ ✓
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    Chat with a human, not a bot ✓ ✓
    		 - ✓
    Secure match to the right tax professional ✓ ✓
    		 - ✓
    Dedicated professional who prepares and files for you ✓ ✓
    		 - ✓
    Secure online portal: no appointments needed ✓ ✓
    		 ✓ -

    Tax Compliance Services Concierge (TSC):

    For an additional $500 fee, enhance your TaxChat experience through:

    • An introductory phone call from your TSC to discuss the TaxChat return preparation process
    • Ability to email tax documents to your TSC, which they can upload into the app for you
    • Discussions on specific aspects of your individual 2023 tax return such as requests to extend your filing deadline or the potential benefits of estimated tax payments
    • Walking through your final 2023 return with your TSC to discuss any questions before filing 
    		 ✓ - - -

    Let EY file your taxes after April 15ᵗʰ.

    Apply for your automatic extension by filing IRS Form 4868, which gives you an extension time to file until October 15, 2024. Then sign-up with EY TaxChat and let a licensed EY Tax Professional do the rest for you.

    Register now

    We understand your unique situation, and can file accurately for you

    • Remote work and multistate taxes

      Work in one state and live in another? In most cases, income you earn in another state will be taxed by that state, requiring you to file there, too.

      The good news is your resident state may let you take a credit for the taxes you pay elsewhere to avoid double taxation. Beware of unique scenarios and plan for potential differences in tax rates!

      Did you move to another state or spend time out of state in a secondary home? States have varying tax residency rules, which are crucial to understand to avoid unexpected state taxes and filing requirements.

      EY tax professionals consistently work with multistate filers, to submit the proper forms, credits and state tax returns.

      Click here to get started.

    • Self-employed

      Being self-employed is a major achievement, but it comes with additional responsibilities. If you’re a business owner, partner, contractor or gig worker, you may have to pay self-employment tax.

      We can prepare and file the necessary returns for you, including federal Schedules C, E and SE to report your business income and expenses, and ultimately calculate your self-employment tax. We stay current on tax laws to identify the deductions and credits applicable to you.

      Self-employed individuals are required to pay income taxes throughout the year. We simplify the process by calculating your estimated taxes and providing quarterly estimated tax forms to assist you in paying your income taxes, including your self-employment tax.

      Click here to get started.

    • Unemployment

      The economic impact of the pandemic has been challenging, with millions receiving unemployment. These funds offer a lifeline, but they’re not tax-free income.

      When it’s time to file your tax returns, be on the lookout for a Form 1099-G, which reports the amount of unemployment benefits you received during the year. Your tax return preparer will need a copy to report it as income on your tax returns.

      If you want to avoid a surprise tax balance due when you file your returns, consider adjusting your tax withholdings or making estimated tax payments.

      Unemployment benefits may be a new and unfamiliar tax topic for many. We handle the reporting on your tax returns and provide guidance on tax withholdings and estimated tax payments.

      Click here to get started.

    • Rental property

      There are many potential benefits of owning rental property, perhaps as an investment, to generate current cash-flow or as a component of your retirement plan. However, as a landlord, do you know how your rental income is taxed?

      We consider the following when preparing your rental income tax forms:

      • Tax deductible expenses
      • Rental property classifications
      • Annual improvements and depreciation
      • Gains or losses if you sell the property

      The tax rules are vast, and the details are key. EY TaxChat professionals will complete the applicable forms to report your rental activity.

      Click here to get started.

    • Investments

      From savings accounts, to a diversified portfolio of stocks, bonds and mutual funds, these holdings generate varying types of investment income, each with distinct tax rates.

      For those with investments in real estate, virtual currencies or partnerships, we will calculate income or losses and file the supplemental forms required.

      EY tax professionals will prepare and file your individual returns including forms related to investment income, such as federal Schedules B, D and E. Proper reporting is crucial, as certain types of interest, dividends and capital gains may qualify for reduced tax rates. If you’re subject to the net investment income tax, we prepare the Form 8960, and include the tax deductions available to you.

      Click here to get started.

    • Foreign considerations

      Whether you own foreign bank accounts, generate income from international investments, receive compensation abroad or own a foreign rental property or business, you are generally required to report this information on your annual tax returns.

      We will include your foreign activity on your US returns and submit the appropriate forms to:

      • Claim available foreign income tax credits
      • Determine if you qualify for the federal foreign earned income exclusion
      • Calculate and disclose any income or loss generated from foreign-owned rental properties

      If you recently became a US citizen, are a citizen of multiple countries or work in the US under a visa, our team will analyze your scenario to assist and file the appropriate US returns.

      Click here to get started.

    • Cryptocurrency

      If you have cryptocurrency transactions, or own a business that transacts using cryptocurrency, this information must be reported on your annual return.

      As the adoption of cryptocurrency continues to expand, so too have the tax reporting requirements. With the necessary experience and proprietary technology tools, we handle the following:

      • Calculate your capital gain or loss incurred from buying, selling or exchanging cryptocurrencies
      • Report income or expenses resulting from cryptocurrency mining
      • Include supplemental statements or disclosures related to your cryptocurrency transactions on your returns
      Click here to get started.

    • Tax tips

      Albert Einstein once said: “The hardest thing in the world to understand is the income tax.”

      There’s no doubt that taxes can be quite complex, especially with the frequency of recent tax law changes and personal circumstances during these times.

      The good news is our EY tax professionals are here to address the complexities of your tax filings.

      Plus, if you’re interested in tax tips from the pros throughout the year, this section is for you! From practical tips to in-depth tax topics, we’ve compiled various resources to keep you informed.

      Click here to get started.

    Contact EY TaxChat™

    Have questions? Visit our FAQs page or get in touch by filling the contact form below.

    Contact us