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EY TaxChat™ connects you with an EY professional who prepares your services for you on your schedule, eliminating the hassle of appointments, limits paper documents and simplifies your experience.

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A simplified experience.

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Services offered

  • Individual tax return

    Trust and estate returns

    Gift tax returns

    Foundation tax return

    Partnership returns

    S-Corp returns

    Prior year returns

  • Review of prior year tax returns for accuracy, refund opportunities and tax planning opportunities

    General tax planning for individuals or small businesses

    Estimated tax payment calculations for self-employed individuals or investors

    Advice on tax implications of life events, such as marriage, divorce or having children

    Guidance on retirement contributions

    Charitable contribution planning and documentation requirements

    Home office deduction eligibility and calculation

    State residency planning

    Basic entity selection advice for new businesses

    Education-related tax benefits

    Capital gains and losses planning for investment portfolios

    Rental property income and expense guidance

    Tax implications of stock options or RSUs for employees

    Foreign income and FBAR filing basics for individuals with overseas accounts

    Year-end tax planning checklists and reminders

    Assistance with IRS correspondence

    Projections of Roth 401(k) conversions

    Net operating losses (NOL) utilization planning opportunities

    Estate tax calculation/planning

    Sale/gift of business

    Sale/gift of real estate

    Mortgage/loan interest tracing

    Net Unrealized Appreciation (NUA) distributions

    Whiteboarding session(s)

    QSBS planning

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EY refers to the global organization, and may refer to one or more, of the member firms of Ernst & Young Global Limited, each of which is a separate legal entity. Ernst & Young Global Limited, a UK company limited by guarantee, does not provide services to clients.