Prepare. Review. Approve.
Add your prepared return and explanations. Review the walkthrough before you share it.
BUILT FOR TAX PROFESSIONALS
You prepared
the return.
Reclaim the
conversation.
Give every client a personal tax walkthrough. Without recording another video or losing your afternoon to “one quick question.”
Get started with TaxAvatarTHE CLIENT EXPERIENCE
Your return, explained.Ready for you
YOUR PERSONAL WALKTHROUGH
The big picture.
01 / 03
Can you walk me through my return?
Start with what came in, what was deducted, and where you landed. Your walkthrough puts the pieces together.
Built around the return you prepare Walkthroughs clients can revisit Questions come back with context
TAKE THE CLIENT’S SEAT
A return. A conversation.
A clearer picture.
Meet Alex and Jordan. Explore their fictional return,
ask a question, and see where each answer comes from.
TaxAvatar · Interactive demoFICTIONAL DATA
Total income$177,000
Total tax$24,235
Your refund$265
Your federal return
2025Form 1040
| Line | Description | Amount |
|---|---|---|
| 1a | W-2 wages | $120,000 |
| 1z | Total wages | $120,000 |
| 2a | Tax-exempt interest | $0 |
| 2b | Taxable interest | $1,200 |
| 3a | Qualified dividends | $0 |
| 3b | Ordinary dividends | $800 |
| 4b | Taxable IRA distributions | $0 |
| 5b | Taxable pensions and annuities | $0 |
| 6b | Taxable Social Security benefits | $0 |
| 7a | Capital gain or loss | $0 |
| 8 | Additional income from Schedule 1 | $55,000 |
| 9 | Total income | $177,000 |
| 10 | Adjustments from Schedule 1 | $9,391 |
| 11a | Adjusted gross income | $167,609 |
| 11b | Adjusted gross income carried to page 2 | $167,609 |
| 12e | Itemized deductions from Schedule A | $34,500 |
| 13a | Qualified business income deduction | $7,722 |
| 13b | Additional deductions from Schedule 1-A | $0 |
| 14 | Total deductions | $42,222 |
| 15 | Taxable income | $125,387 |
| 16 | Income tax | $17,453 |
| 17 | Additional tax from Schedule 2 | $0 |
| 18 | Tax before credits | $17,453 |
| 19 | Child tax and other dependent credits | $0 |
| 20 | Other nonrefundable credits | $0 |
| 21 | Total credits | $0 |
| 22 | Tax after credits | $17,453 |
| 23 | Other taxes, including self-employment tax | $6,782 |
| 24 | Total tax | $24,235 |
| 25a | W-2 withholding | $20,500 |
| 25b | 1099 withholding | $0 |
| 25c | Other withholding | $0 |
| 25d | Total withholding | $20,500 |
| 26 | Estimated tax payments | $4,000 |
| 32 | Other payments and refundable credits | $0 |
| 33 | Total payments | $24,500 |
| 34 | Overpayment | $265 |
| 35a | Refund | $265 |
| 36 | Applied to next year | $0 |
| 37 | Amount owed | $0 |
Selected monetary lines · fictional prepared returnIRS form reference ↗
Talk to TaxAvatar. For real.
Explore the sample return here. Join the private beta to ask your own questions and hear the explanation.
Try the live demo Private beta · Approved email requiredA BETTER HANDOFF
Explain it well.
Without doing it all yourself.
Your clients deserve more than a PDF.
You deserve more than a packed calendar.
Give them a walkthrough.
Share a private invitation. Clients can explore their return, ask questions, and revisit what they need.
Step in where it matters.
Review the transcript, recap, and flagged questions. Bring your judgment to the conversations that need it.
PUT A NUMBER ON THE INTERRUPTION
Your time is
the expensive part.
A few minutes per client becomes weeks per season. See how much capacity is tied up in walkthroughs and follow-up questions.
YOUR SEASON, ADDED UP
150hours
spent explaining returns
That’s about3.8 working weeks
Time valued at$30,000
What would you do with
more of that time back?
more of that time back?
The explanation shouldn’t
cost more than the preparation.
Pay as you go for $49 per return, or $69 with Tax Story. Annual prepaid plans start at $1,800 for 100 returns.
Solo: $18 per return with full plan use Transcript and recap for review Optional visual walkthroughs
Find your plan A FEW GOOD QUESTIONS
Clear from
the start.
Does this replace my relationship with clients?
You still prepare the return, approve the explanation, and provide professional advice. TaxAvatar gives clients a way to explore the basics so your time together can focus on what matters.
Do I have to record a video for every client?
No. TaxAvatar uses the return information and explanations you provide. Optional visual walkthroughs let you review and approve a presentation without recording yourself for every return.
What happens when a question needs me?
Clients can flag questions for your review. The saved transcript and recap give you context before you follow up.
Can clients come back with more questions?
Yes. A covered return includes conversations and follow-ups for six months from its first live conversation. Each conversation has a 45-minute limit.
Be the leader
your firm needs.
Give your clients clarity. Give yourself room to work.
Get started with TaxAvatar