TaxfyleReviews of taxfyle.com

Dreadful company. They charged me for a meeting they never confirmed. Do your self a favor and stay well clear of them.

I ended up locked in to using Taxfyle through Collective.com. The Taxfyle "pro" in charge of my return disappeared for weeks as the tax deadline was approaching. Taxfyle leadership couldn't do anything about it and couldn't even re-assign my return to a different pro. I don't know what kind of operation they're running there, but I would run from them if you have the choice!

I don't usually write reviews like this, but people should know. I paid Taxfyle $14,000 in January to run my referral traffic through their funnel. I have over 1.4 million followers, so I sent them real volume, and I have the data to prove it. It converted nobody. On a call before signing, they told me to expect roughly 4%. We didn't come anywhere close. The other thing that got me was the phone calls. We had agreed they'd use a script that referenced my brand so my followers would recognize the outreach and feel comfortable. I got one of those calls myself and there was none of that. Just a random sounding cold call. That was the exact thing I warned them about before I ever signed. So I laid all this out and asked for a refund, thinking we'd work it out like adults. Instead they had their lawyers come back and threaten me. I put my reputation and over 1.4 million followers behind these people and they let all of us down. Think twice before you trust them with your audience. UPDATE TO TAXFYLE'S RESPONSE: Thanks for the reply. I want to respond to it directly, because each of your three points is contradicted by your own emails, which I still have. On the 4%: you now say it referred to "cart abandonment conversion, not outbound cold calls." Here is what your sales executive, Brian Smith, wrote to me in writing on January 20, 2026, before I signed. Conversion "has been around 4% from a pure abandoned cart perspective… when pricing is introduced at the end and there's no human follow up. Because of that, this season we rolled out a dedicated call center team whose sole job is to proactively reach out to clients who stall… to significantly improve conversion." So by your own account, 4% was the floor with no calls, and the paid call team was sold to me as the thing that would beat it. I didn't come close to 4%. I got zero. On the phone calls: you say your records "do not show any completed calls connecting with the leads in question." I received one of those calls myself on March 11, 2026 at approximately 7:00 PM from 813-214-5489, and I emailed that exact number and time to Megan on March 16. Megan's own reply on March 12 said your team "has been trained to use the agreed-upon script." So the calls were happening. The issue was never whether they connected, it was that they left my brand out completely. On January 22 I asked in writing to add "working with Gavin Larnard, or the company name TaxPros" to the opening line, and Brian replied, "We can add your name or TaxPros." The call I actually received opened "…with Taxfyle," with no mention of me or my audience. That is the exact outcome I flagged and negotiated against before signing. On the refund and the "no legal threat": my refund request was not answered by the account team I had worked with for two months. It was answered by your legal team, going through the contract clause by clause and instructing me to direct all further communication to you in writing. You can call that whatever you like. From where I sat, asking for a refund and being handed to your legal department is exactly what it looks like. I have every one of these emails, with dates, and I'm happy to produce them. That's why I stand by my review.

Been a client for 6 years have had the same CPA on platform for that period and love it. Fair price (less than traditional CPA firms) and video call and messaging and scheduling. My account rep was also great.

I've been using Greg as my tax pro for 2 years now and he's honestly great, always on top of things and easy to reach when I have questions. Wouldn't trust anyone else with my taxes at this point.

Been using them since I moved to the U.S in 2019, super simple, don't have to know anything about taxes. Great customer service that followed up with me to make sure everything was on track so I didn't miss the deadline.

Great customer success and pros!

I've been using Taxfyle for a while now and it has been so convenient! Super simple, my CPA was even super patient with me as I took some time to upload all my docs.