EY TaxChat™ makes filing easy

It’s been a complicated year, but your taxes don’t have to be. With TaxChat, let an EY professional file for you. Fees starting at $199. Only pay when you file.

Register for EY TaxChat today

File your extended taxes with EY TaxChat. Sign up today and let a licensed EY Tax professional finish your taxes.

 

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.

    How remote working may impact your tax filing this year

    EY TaxChat™ can help you navigate the complexities of working remotely during the pandemic.

    26 Apr 2021 EY Americas

    How a move in 2020 may impact your tax filings

    Travels can add complexity to your tax filings. EY TaxChat™ can help you navigate through these complexities of state filing requirements.

    5 Feb 2021 EY Americas

  • 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.

    Self-employment tax: what it is, how it works and how you can save

    For business owners, contractors and gig-workers, the freedom of being your own boss comes with the requirement to pay self-employment tax.

    5 Feb 2021 EY Americas

  • 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.

    Claiming unemployment benefits on 2020 tax returns

    Qualifying taxpayers can exclude up to $10,200 of unemployment compensation per individual from 2020 taxable income.

    26 Apr 2021 EY Americas

  • Recent tax developments

    When it comes to taxes, one constant is continuous change.

    In recent history, we have seen sweeping federal tax reform enacted under the Tax Cuts and Jobs Act (TCJA) of 2017. In 2020, a significant tax relief bill, the federal CARES Act was passed in response to the COVID-19 pandemic.

    The same may hold true for the near future, as talks of additional tax-relief bills are ongoing, coupled with the results of the November elections!

    While this may seem like a lot to digest, our EY tax professionals remain up to date on tax developments and apply that knowledge when preparing your tax returns.

    Interested in ongoing tax developments? This section is dedicated to keeping you updated.

    Click here to get started.

    How Economic Impact Payments and the Recovery Rebate Credit work

    The three rounds of stimulus payments are not included as income on your tax returns and will not result in additional tax.

    28 Apr 2021 EY Americas

    Key areas that could affect your 2020 taxes

    Situations new and old that could impact your 2020 tax returns.

    22 Feb 2021 EY Americas

    How a move in 2020 may impact your tax filings

    Travels can add complexity to your tax filings. EY TaxChat™ can help you navigate through these complexities of state filing requirements.

    5 Feb 2021 EY Americas

    Virtual currencies create new tax treatments and reporting requirements

    Do you own, sell or mine virtual currencies? EY TaxChat™ can help with the new tax reporting requirements on your annual tax returns.

    5 Feb 2021 EY Americas

  • 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.
    Virtual currencies create new tax treatments and reporting requirements

    Do you own, sell or mine virtual currencies? EY TaxChat™ can help with the new tax reporting requirements on your annual tax returns.

    5 Feb 2021 EY Americas

    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.

    How Economic Impact Payments and the Recovery Rebate Credit work

    The three rounds of stimulus payments are not included as income on your tax returns and will not result in additional tax.

    28 Apr 2021 EY Americas

    Claiming unemployment benefits on 2020 tax returns

    Qualifying taxpayers can exclude up to $10,200 of unemployment compensation per individual from 2020 taxable income.

    26 Apr 2021 EY Americas

    How remote working may impact your tax filing this year

    EY TaxChat™ can help you navigate the complexities of working remotely during the pandemic.

    26 Apr 2021 EY Americas

    How to avoid common tax filing errors

    When it comes to taxes, even a small error can lead to big problems. Learn which details to look out for when preparing your returns.

    22 Feb 2021 EY Americas

    2020 year-end tax planning tips

    While 2020 is over, some of the tips to minimize your tax liability are still available until April 15th, 2021.

    22 Feb 2021 EY Americas

    Key areas that could affect your 2020 taxes

    Situations new and old that could impact your 2020 tax returns.

    22 Feb 2021 EY Americas

    Self-employment tax: what it is, how it works and how you can save

    For business owners, contractors and gig-workers, the freedom of being your own boss comes with the requirement to pay self-employment tax.

    5 Feb 2021 EY Americas

    Tax filing on time is optimal, but extensions may be available

    If you need additional time to file your federal and state returns, EY TaxChat™ can prepare and file your extension forms for you.

    5 Feb 2021 EY Americas

    How a move in 2020 may impact your tax filings

    Travels can add complexity to your tax filings. EY TaxChat™ can help you navigate through these complexities of state filing requirements.

    5 Feb 2021 EY Americas

    Don’t miss out on federal dependent benefits

    EY TaxChat™ can help you determine which dependent benefits you qualify for on your tax returns.

    5 Feb 2021 EY Americas

    How to differentiate between a tax credit and a tax deduction

    If paying taxes makes you cringe, tax credits and deductions should make you smile. They can help to reduce your tax burden.

    4 Feb 2021 EY Americas

    Virtual currencies create new tax treatments and reporting requirements

    Do you own, sell or mine virtual currencies? EY TaxChat™ can help with the new tax reporting requirements on your annual tax returns.

    5 Feb 2021 EY Americas

    Your taxes change once your income exceeds $100,000

    As your income rises, you may be surprised to see how your tax filings change. Growth is a theme we often see with our clients at EY TaxChat™.

    5 Feb 2021 EY Americas

    Tuition costs are rising, but tax benefits may be available

    EY TaxChat™ can help identify which education credits, deductions and savings plans may benefit you when preparing your individual returns.

    5 Feb 2021 EY Americas

  • Frequently Asked Questions (FAQs)

    Questions Answers
    What is EY TaxChat™? EY TaxChat is an on-demand mobile service that connects you with knowledgeable tax professionals who can prepare and file your return in a secure, online environment. 
    What are the advantages of using EY TaxChat? 

    EY TaxChat makes filing personal taxes simpler, faster and more reliable. You don’t have to make an appointment, mail paper documents or understand complicated tax software.
    The service is: 

    • Versatile — if you’ve moved, gotten married or had a child, your tax requirements may have changed. EY TaxChat is ideal for those whose returns have grown more complex or for whom do-it-yourself filing options no longer work.
    • Convenient — you can access EY TaxChat anytime and anywhere by using the app or visiting the website. There is also a team available by phone from 9:00 a.m. to 9:00 p.m. ET, Monday through Friday.
    • Cost-effective — the service is competitively priced and is powered by Ernst & Young LLP (EY US), an organization with more than 100 years of experience in tax preparation. 
    How do I enroll? EY TaxChat will be open for enrollment in early January 2021 and available through fall 2021. To get started, create an account either at www.tax.chat or by using the mobile app, which is available for download from the Apple App or Google Play stores. 
    How will I know the cost to prepare my return?  During the registration process, you will be prompted to answer some questions about your 2020 tax year. For example, did you have a mortgage or dependents, or did you have investment income? Based on your answers to these questions, EY TaxChat gives you a fixed-fee quote for preparing your taxes. Please note that this quote may change if we learn that your returns involve additional complexity or filings. 
    I pre-registered for 2020 TaxChat services — Where will I find my 10% discount?  The 10% pre-registration discount will automatically be applied when you enroll in 2021. 

    Click here to get started.

Stress-Free Tax Filing. Leave it to the Pros.

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Download our app today and register to get your tax filing completed on time!

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    Starting at $199. Pay only when you file.

    Contact EY TaxChat™

    Have questions? Call our support desk at +1 833 TAX CHAT (+1 833 829 2428), Monday through Friday from 9:00 a.m. to 9:00 p.m. ET or click below.

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