Frequently Asked Questions
Getting Started
Is TaxPilot really faster than other software? Yes. While others ask you to manually type in every box of your W-2, TaxPilot uses secure API integrations. If your employer uses a major payroll provider, we sync your data in seconds. Most of our users with simple returns finish in under 15 minutes.
Do I need to be a “tax person” to use this? Not at all. We designed TaxPilot to speak human, not “IRS-ese.” Our AI assistant is built into every screen to explain terms like “Standard Deduction” or “Dependent” in plain English.
Security & Accuracy
How secure is my financial data? We use 256-bit AES encryption—the same level of security used by major banks. We never sell your data, and our “Sync” feature uses read-only access, meaning we can see the numbers to file your return, but we can’t touch your money.
What happens if I get an IRS notice? Every TaxPilot return comes with our Accuracy Guarantee. If you are charged a penalty or interest due to a calculation error made by our software, we will reimburse you for those costs.
What is the “Pro Review” and is it worth it? If you have a “gut feeling” that you missed something, Pro Review is for you. A U.S.-based CPA will personally look over your return before it’s sent to the IRS to ensure everything is 100% accurate.
Pricing & Filing
What counts as a “Simple Return”? Generally, if your income comes from a W-2, you take the standard deduction, and you have simple interest or student loan payments, you’re a perfect fit for our “Do Your Taxes” or “Fully Automated” tiers.
Can I file my State taxes here too? Absolutely. Once your Federal return is finished, we automatically port that data over to your State return so you don’t have to enter anything twice.
When will I get my refund? TaxPilot e-files directly to the IRS. Once they accept it, most taxpayers receive their direct deposit refund within 21 days. You can track the status right inside your TaxPilot dashboard.
Comparison
How are you different from TurboTax?
- No Hidden Fees: We don’t charge you extra just because you have a 1098-T for school or a 1098-E for student loans.
- Speed: Our “Fully Automated” tier is built for the 21st century, replacing manual typing with direct data syncing.
- Better Support: You get AI help instantly and CPA help when you need it, without the corporate runaround.