Encrypted connections · Role-based document access · Personal, hands-on tax preparation

Your Trusted Partner in U.S. Taxation

One click, a few details, and you'll know exactly where you stand — a full tax summary whether you're filing as an individual, a partnership, or a business.

Encrypted client portal · Reviewed by credentialed EAs & CPAs
PREVIEW · This is what your secure client dashboard looks like
Return e-filed ✓
portal.trusttidetax.com
W2
W-2 — Employer FormUploaded 2 min ago
Verified
1099
1099-NECAwaiting review
In Review
ID
Government IDUploaded · Encrypted
Verified
Encrypted in transit
48+Years of Combined Team Experience
100%Returns Reviewed by an EA or CPA
EA & CPACredentialed Preparers, Not Just Software
EncryptedBank-Level Security on Every Upload
What We Do

Full-service tax support, for every situation

From individual filings to complex IRS matters — one team, one portal.

Individual Tax

Federal & state filings, ITIN applications, FBAR/FATCA for expats and international income.

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Business Tax

Entity formation, bookkeeping, payroll, and financial reporting for small businesses.

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Tax Planning & Advisory

Year-round strategy to legally minimize what you owe, not just once-a-year filing.

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IRS Representation

Amendments, audits, and direct representation in front of the IRS on your behalf.

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How It Works

From sign-up to filed, in four steps

The same secure portal, from your first upload to your final refund.

01

Create Your Account

Sign up and verify your identity securely in under 3 minutes.

02

Upload Documents

Drag and drop W-2s, 1099s, and ID — sent over an encrypted connection and access-controlled.

03

We Prepare & Review

A licensed preparer checks everything and messages you with any questions.

04

E-File & Track

Approve, e-file, and track your refund status right from your dashboard.

Client Portal

Your tax return, always one login away

No more email attachments or phone tag. Everything lives in your secure client dashboard.

  • ✓ One-click tax summary — for individual, partnership, or business filings
  • ✓ Log in / log out with secure, encrypted authentication
  • ✓ Upload and e-sign documents from any device
  • ✓ Real-time status tracking on every filing
  • ✓ Direct secure messaging with your preparer
  • ✓ Full filing history archived year over year
Create Your Account →
RM Rina M. — 2025 Return
In Progress
Filing progress68%
W2
W-2 FormVerified
Done
Schedule CPreparer reviewing
In Review
Message from preparer"Need your Q4 mileage log"
AI Assistant

Meet Tia — your 24/7 tax guidance assistant

Tia answers questions, explains what documents you need, and checks on your filing status any time — day or night. For anything specific to your return, she loops in a licensed preparer.

  • ✓ Instant answers to common tax questions
  • ✓ Personalized document checklists
  • ✓ Hands off to a real preparer for anything account-specific
Try Tia Now →
Tia · Online now
Hi! I'm Tia 👋 What can I help you with today?
What documents do I need for a first-time small business filing?
For a first return, you'll typically need your EIN letter, last 3 months of bank statements, and any 1099s you've received. Want me to start a checklist in your portal?
Tia gives general guidance only — a licensed preparer reviews anything specific to your account.
What To Expect

What working with TrustTideTax looks like

Every Return, Human-Reviewed. A licensed EA or CPA checks your return before it's ever filed — never just software running on autopilot.

Real Answers, Day or Night. Tia handles common questions instantly, any time. Anything specific to your account goes straight to your preparer.

Your Documents, Locked Down. Every upload is encrypted in transit and access-controlled, so only the people working on your return can see it.

Encrypted In TransitTLS/HTTPS on every connection
IRS e-File AuthorizedCertified provider
Access-Controlled DataRole-based, need-to-know only
Accuracy GuaranteeReviewed by licensed pros

Ready to file with less stress?

Create your account and upload your first document in under 5 minutes.

Get Started Free →
Tia — AI Assistant
Typically replies instantly
✕
Hi! I'm Tia. Ask me about documents, deadlines, pricing, security, tax estimates, or how our portal works — I'm happy to help.