Problem
Tax prep often starts with scattered PDFs, forms, receipts, and notes that delay review.
Individuals, freelancers, and small business owners who need a clean tax document packet before working with a tax professional.
Tax Buddy
Organize tax documents into a cleaner preparation package.
Solution
Tax Buddy collects files, normalizes the intake, and creates a structured preparation package.
Features
What is included
Secure document intake
Checklist-based review
Missing-item tracking
Receipt and form organization
Preparation summary
How it works
Choose a package, share the details, receive your deliverable.
After purchase, you will complete a focused intake form and upload the files needed to prepare your package.
- Select package
- Complete secure checkout
- Submit product intake and files
- Receive a prepared deliverable
Required Files
- Tax forms
- Receipts or supporting documents
Deliverables
- Tax Preparation Package
- Document checklist
- Missing information report
- Preparation summary
Pricing
Choose a package
Organizer
Document organization and missing-item review.
$792 business days- Foldered packet
- Checklist
- Summary
FAQ
Is this tax advice?
No. This organizes materials for review and does not replace a licensed tax professional.
Can you handle business receipts?
Yes. Upload receipts, statements, and notes; the workflow groups them for review.
Privacy and disclaimers
Your information is used to prepare the package you request. Avoid submitting unnecessary sensitive information.
Tax Buddy provides document organization only and does not provide tax, legal, or accounting advice.
Support: [email protected]