Frequently Asked Questions

Coded Tax Services Frequently Asked Questions

  • If your tax situation is straightforward, basic software may get the job done. But for those who want personalized attention, expert insight, and a tax preparer who truly understands their unique financial picture—Coded Tax Services is the better choice. We go beyond plug-and-play solutions to educate and empower our clients, helping you minimize your taxes legally and effectively. Our process is secure, convenient, and entirely virtual, with service that’s tailored to you. When it comes to filing with confidence, accuracy, and real human support, we're not just another option—we’re the upgrade.

  • You can sign up for our client portal here. Once you login, you’ll see options to begin uploading forms and documents. Once your account has been confirmed by Coded Tax Services, you will receive engagement letters, an organizer for completion, an invoice with an estimate for your service and instructions on how to continue with your tax return preparation.

  • Getting started with Coded Tax Services is simple and secure. Just sign up through our client portal here to create your account. Once logged in, you can begin uploading your tax forms and documents directly from your computer or mobile device.

    After your account is confirmed, our team will send you:

    • A personalized engagement letter

    • A step-by-step organizer to complete

    • An invoice with an estimated cost for your services

    • Clear instructions to move forward with your tax return preparation

    We make tax filing convenient, accurate, and tailored to you—with secure access anytime, from anywhere.

  • Our basic individual federal return, including one state filing, starts at $199. Married couples start at $299.

    'Beyond simply filing your taxes, we educate every client on available credits and deductions to help you understand your return and make informed financial decisions.

  • Life happens and people sometimes miss the filing deadline. The best course of action is to file your taxes as soon as possible. Coded Tax Services can help you file your taxes, determine any penalties, and calculate any refunds due or amount owed. To get started, sign up for our online portal here.

  • Once clients sign up for the online portal, they can immediately begin uploading their appropriate documents. As soon as we have everything we need, Coded Tax Services gets to work. Total preparation time depends on the complexity of your tax return. This information is provided with your free estimate. To learn more about a free estimate, refer to our services page here.

  • The IRS allows taxpayers to make changes to previously filed tax returns by submitting an amended return. If you suspect that you missed out on eligible deductions, tax credits, or a potential refund, filing an amendment could help you recover funds that are rightfully yours. At Coded Tax Services, we’ll carefully review your prior-year returns, assess whether filing an amendment is worthwhile, and help estimate any refund you may be entitled to. To begin the process, create a secure client account in our online portal —and let our experienced team guide you toward financial clarity.

  • A tax extension gives taxpayers until October 15 of the filing year to submit their federal return—so long as the request is filed by the April 15 deadline. It’s a smart way to buy extra time for gathering documents or navigating complex financial situations without incurring late-filing penalties.

    However, it’s important to note: an extension delays filing, not payment. If you owe taxes, those payments are still due by April 15 to avoid interest and penalties. If you’re expecting a refund, there’s no penalty for filing later—as long as you file by the extended deadline.

    Not sure if an extension makes sense for your situation? Coded Tax Services can help you weigh the pros and cons, estimate what you might owe, and file the necessary paperwork quickly and securely.

  • For specific questions about documents, pricing, or your tax preparation services, please start a new chat within your client portal or call our office at 980-417-3628 and we’ll be happy to answer any questions you have. For information on your secure client portal such as tutorials, passwords, or mobile app, the portal has a help center at the bottom of the screen once you securely login.