Frequently Asked Questions

Absolutely. TaxGenius employs bank-level security measures to protect your data:

• 256-bit AES encryption for all data transmission and storage
• SOC 2 Type II compliance with regular security audits
• Original PDF files are permanently deleted after text extraction
• Only anonymized data is retained for analysis
• 24/7 security monitoring and threat detection

We recommend removing personal identifiers (SSN, account numbers) before uploading documents for additional privacy.

For maximum privacy, we recommend removing or redacting:

• Social Security Numbers (SSNs)
• Bank account numbers and routing numbers
• Credit card numbers
• Full names and addresses (if desired)
• Electronic filing PINs

Keep all tax amounts, deductions, credits, and filing information visible for accurate analysis.

The free TaxGenius Scanner includes:

• AI analysis of your uploaded tax return
• Estimated potential savings amount
• General optimization categories identified
• Basic analysis summary
• Secure document processing

To access detailed strategies, specific recommendations, and year-round optimization tools, upgrade to a paid plan.

Yes, you can cancel your TaxGenius subscription at any time with no cancellation fees.

• Access continues through the end of your current billing period
• No partial refunds for unused time
• Your data remains secure and accessible during the notice period
• You can reactivate your subscription anytime

Annual subscribers receive significant savings compared to quarterly billing.

TaxGenius savings estimates are based on sophisticated AI analysis and common tax optimization strategies. However:

• Estimates are for educational and planning purposes only
• Actual savings depend on your complete financial situation
• Individual circumstances may affect applicability
• Tax law changes can impact potential benefits
• Professional review is recommended before implementation

Our users report finding an average of $2,400 in additional tax savings, but results vary by individual situation.

TaxGenius analyzes multiple optimization categories:

• Missed tax credits (education, child care, energy efficiency)
• Deduction optimization (standard vs. itemized)
• Retirement contribution strategies
• Business expense opportunities
• State-specific tax benefits
• Investment tax optimization
• Filing status advantages

The specific opportunities identified depend on your individual tax situation and the information available in your return.

No, TaxGenius is not a substitute for professional tax advice. We provide:

• Educational information and optimization suggestions
• Identification of potential opportunities
• General tax planning insights
• Tools for better tax decision-making

Always consult with qualified tax professionals (CPAs, EAs, tax attorneys) for personalized advice, complex situations, and before implementing any tax strategies.

Currently, TaxGenius accepts PDF files only:

• Maximum file size: 16MB
• Federal tax returns (Form 1040 and schedules)
• State tax return documents
• Text-based PDFs work best for analysis
• Scanned documents may have limited accuracy

For best results, upload the official PDF copies of your filed tax returns rather than scanned images.

TaxGenius analysis is typically completed within:

• 2-5 minutes for most federal returns
• 3-7 minutes for combined federal and state analysis
• Longer for complex returns with multiple schedules
• Processing time may vary during peak periods

You'll receive an email notification when your analysis is complete, and results are immediately available in your dashboard.

Yes, you can analyze multiple tax years:

• Upload returns from different tax years separately
• Compare optimization opportunities across years
• Track improvements in tax efficiency over time
• Identify patterns in missed opportunities
• Premium plans include historical analysis features

This is particularly valuable for identifying recurring optimization opportunities and measuring the impact of tax planning strategies.