At TFX, we are committed to making your tax filing process as smooth and transparent as possible. That is why we are excited to introduce our Instant Quote feature, designed to provide a fast, secure estimate of your tax preparation costs based on your previous tax return. Whether you are a new client or considering TFX for the upcoming tax year, this feature allows you to understand potential pricing before committing to our services. Refer to Why should I choose TFX? if you still hesitate.
How it works
Getting your Instant Quote is quick and simple. Here is how you can get started:
Visit the TFX Instant Quote page to begin.
Click “Select file to get started” and upload the PDF of your most recent tax return. Make sure to include any additional forms you filed that year.
Our system securely parses the document and identifies the tax forms.
Based on the forms found in your PDF file and assuming there have been no significant changes in your personal situation, the system generates an estimated price for your tax preparation for this year.
To access your quote, you will need to provide your email address. You can choose to click:
“Continue with Google” and use your Gmail address.
“Continue with Apple” and use your iCloud address.
“Continue with email”.
Enter your first and last name and email address. Click Continue.
Enter the verification code sent to the provided email address. Please check your Spam folder. If you don't receive the verification code in 1 minute, click Send code again.
After that, your personalized quote will be immediately displayed, including a breakdown of the forms and two payment options:
Option A: Pay now and get a discount
Click "Start now for $XXX".
Provide your payment details (credit or debit card, not AMEX).
If payment is successful, you will receive an email confirming your payment, and your TFX account will be automatically created using the Google or Apple account you selected at step 5.
If you clicked “Continue with email” at step 5, you will be directed to the "Complete your profile" page, where you can set up the password for your new TFX account. Click Create account.
Option B: Pay later at regular price (no discount)
Click “No thanks, I’ll pay the regular price later”.
Your TFX account will be automatically created using the Google or Apple account you selected at step 5.
If you clicked “Continue with email” at step 5, you will be directed to the "Complete your profile" page, where you can set up the password for your new TFX account. Click Create account.
Once your TFX account is created, you can start to fill in your tax questionnaire. Provide as much information as possible about your tax situation for the year. Our tax preparers will review your answers to ensure we optimize your tax return by claiming the best possible credits, deductions, and potentially reducing your tax burden.
After completing your questionnaire, submit it for tax preparer review by clicking the "Send me an engagement letter" button on the Tax questionnaires page.
A tax preparer will be assigned to review your submitted questionnaire and uploaded documents. They will then issue an Engagement Letter (EL) listing services to be provided, associated costs, and payment terms.
❗ Important notes:
While the Instant Quote provides an estimate based on your previous tax return, it is important to understand that your tax situation may have changed. If additional forms or services are required during the review of your tax questionnaire, your assigned tax preparer will issue an Engagement Letter (EL) with a revised price and a detailed explanation for the adjustment.
At TFX, your privacy is a top priority. Your tax documents are never transferred outside our secure system. All files are safely stored within your TFX account, and access is strictly limited to you and your assigned tax preparer.
If you don't want to upload your income tax return on our Instant Quote page, you can use our Tax preparation fee calculator instead. Сomplete a short online form and get your average cost of a tax return preparation with TFX to help you decide if you want to take this tax journey with us.
Have questions?
Our team is here to help. Reach out if you need assistance with the process or have any concerns about your tax filing. Let TFX take the guesswork out of your U.S. tax filing. Refer to Support options overview.