Best Tax Advisor Apps

begoWise: Tax Filing & Advice

Tax Prep by Enrolled Agents

Free

Get professional tax preparation and bookkeeping services. Securely upload documents, track your return status, and communicate with tax experts. Ideal for individuals and small businesses needing IRS compliance.

Intuit QuickBooks for Business

Invoices, expenses & receipts

Free

Manage your business finances on the go with AI-powered accounting and invoicing tools. Accept payments, track expenses, generate invoices from photos, and automatically track mileage for tax deductions. Syncs with your online account for up-to-date financial data.

TaxSlayer: File your taxes

Max refund + 100% accuracy

Free

Easily prepare and file federal and state tax returns from any device with step-by-step guidance and a 100% accuracy guarantee. Offers unlimited phone and email support, with options for prior year comparisons and uploading existing returns. Various filing options are available to suit different tax situations.

PV Wealth & Tax Advisors

by PrairieView Wealth Partners, LLC

Free

Access your financial portfolio and contact information securely. Review account details, track performance, and share documents with your advisors. Requires authorized portal access.

MyBlock: Tax Docs & Refund

Upload docs. Chat with tax pro

Free

Manage your taxes and financial life in one secure app. Upload and store tax documents, track your refund status, and connect with tax professionals. Stay organized year-round with tools designed for real tax needs.

H&R Block Tax Prep: File Taxes

E-file your 2025 Tax Return

Free

Easily prepare and file your federal and state tax returns from any device. Automatically populate up to 80 fields by uploading last year's return. Get expert help, track your refund, and maximize your refund with personalized insights.

TaxCaddy

Simplify tax time

Free

This app simplifies tax document gathering and sharing with your tax professional. It automatically retrieves financial documents, allows secure uploads of paper records, and enables electronic signing of tax forms. Collaborate with your accountant from any device, eliminating the need for office visits or paper organizers.

PKF Tax Guide

by Fireworkx

Free

Access and store the latest tax guides from PKF offline. This application is designed for tax professionals to easily retrieve and keep important tax information readily available.

TaxGPT

Your AI Tax Assistant

Free

This AI-powered assistant helps tax professionals increase productivity by simplifying complex tax research, drafting memos, and responding to IRS notices. It offers instant, accurate, and sourced answers, secure document uploads, and jurisdiction-specific insights.

TaxApp - Ai Tax Assistant

AI Tax + Human Expertise

Free

This app helps freelancers and small business owners manage taxes and bookkeeping year-round. It uses AI for transaction categorization, provides quarterly tax estimates, and offers access to tax professionals. Features include receipt scanning, financial reports, and an audit risk analyzer.

Tax Mouse

The accountant in your pocket

Free

Effortlessly track your income and expenses on the go. Connect with experienced advisors for tax guidance and submit your tax returns directly through the app. Easily import existing financial data.