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Picnic Tax is a platform that connects taxpayers with certified accountants who can help them file their tax returns. It includes personal tax returns, small business tax returns and self-employed tax returns. People can also request tax planning and tax advice from Picnic CPAs.
Here's what else you need to know about the platform in 2024. You can also see how Picnic Tax compares to the best tax software here.
- Personalized tax returns from online CPAs
- Flat rate model with upfront prices
- Starts at $225 for personal taxes and $750 for small businesses
Picnic Tax – Is it free?
Picnic Tax does not offer free services, but provides free price quotes to all users. Those interested in using the service can fill out a questionnaire to determine the costs. Users who decide to use the service pay the fee in advance. Picnic then matches the applicant to their personalized accountants. Filing starts at $225 for federal and state filing.
Short conversation to determine costs
What's new in 2024?
For 2024, your accountant will use the updated tax brackets and limits for deductions and credits set by the IRS. Since you don't file your taxes using tax software, you don't have to worry about these details.
The other big update we noticed was for small businesses. Small business tax preparation prices have increased by $250 this year and now start at $750. This is expensive compared to FlyFin, but still cheaper than a traditional CPA.
Does the Picnic Tax make tax returns easier in 2024?
Picnic Tax simplifies tax returns as much as possible. Users can upload their tax documents to the company's website. Accountants can then ask questions and request additional information before preparing tax returns on behalf of clients.
Claimants don't have to worry about maximizing deductions or claiming correctly. The CPA they contact will take care of these details.
Features of the Picnic Tax
Picnic Tax is similar in some ways to the Uber of tax filing, but it brings accountants and taxpayers together instead of connecting passengers with drivers. Because it is not traditional tax software, the features highlighted here demonstrate how Picnic Tax differs from traditional tax preparation services and tax software.
Secure document upload
Users can upload all of their tax documents through a secure online portal. You don't have to worry about emailing tax documents or printing them out by hand and sending them in the mail.
Online or offline communication with CPAs
Picnic Tax users can communicate with a dedicated CPA via Zoom, email, or secure chat. The company ensures that filers can easily provide all relevant information to their accountants.
CPAs prepare and file tax returns
Picnic Tax makes filing as easy as possible. CPAs handle the heavy lifting involved in preparing tax returns. Applicants simply need to tell CPAs their tax situation before the CPA does the work.
Disadvantages of the picnic tax
As an online tax preparation company, Picnic Tax has some notable drawbacks.
High cost compared to DIY
Tax returns for individuals can cost up to several hundred dollars. TurboTax Full Service (in which an agent prepares user returns) costs less for similar levels of service.
Multi-factor authentication not enforced
Users simply need an email address and password to log in to Picnic Tax. Multiple forms of authentication are not required. This could pose a security risk. Therefore, take special care to use a unique password to ensure the security of your data.
Tax schedules and prices for picnics
Picnic tax prices start at $225 for federal filing. Users can add state returns for $50 per state. The final price of the service increases depending on the complexity of the registration situation. For each additional service, the price of the software increases by $100.
Picnic files both small business and individual tax returns. Corporate returns start at $750 and increase with additional filing requirements and requirements. Compared to using tax preparation software, this may be more expensive. However, compared to enlisting the help of a traditional accountant, Picnic Tax is a bargain.
Finally, users can schedule tax planning and consulting appointments with their Picnic CPA. These consultations start at around $300.
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Small business tax return |
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Anyone who wants to have their tax return processed by a tax professional but wants a reasonable price and an online service. |
Small business owners who need help maximizing their business deductions and complying with IRS requirements. |
Anyone who wants to optimize their taxes |
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How to get started with Picnic
The Picnic Tax process begins with a short onboarding process to learn more about your tax preparation needs. The questions asked are simple, direct and easy to answer. The goal of the onboarding process is to connect you with an accountant as quickly as possible so they can do the hard work for you.
Once your onboarding is complete, you will see your personalized price quote. After payment, the app assigns you to your accountant.
Once you find a match, you will be redirected to a document upload page. The page contains clear instructions for organizing and adding your files. It's quick and efficient to upload your information here.
Several different file formats are supported and the site supports drag-and-drop uploads. All you have to do is upload your documents and answer the questionnaire. Then you can sit back, relax and enjoy a cold drink while someone else fills out your tax forms.
Once your documents are uploaded, you can access a dashboard to communicate directly with your accountant. This easy-to-use interface features a status update box that shows how far along your accountant is with your return.
How does the picnic tax compare?
Picnic Tax offers CPAs for all tax situations. It covers everything from crypto trading to real estate sales. It offers comparable service to full-service online tax preparation brands like TurboTax Full Service and Visor.
The table below compares the prices and services of these companies. Picnic is slightly more expensive than TurboTax Full Service, but comparable to Visor's prices.
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$1,000+ Federal and |
$389 Federal & |
$694+ Federal and |
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Prepared yourself or |
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The same tax advisor every year |
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cell |
Is it safe and secure?
Picnic Tax offers good online security. It uses strong data encryption and allows users to securely upload documents that only their CPA can access. It also provides secure communication channels to discuss returns.
A possible downside to Picnic Tax is the authentication process. Users simply need an email address and password to create an account. Multi-factor authentication (e.g. adding an email address or phone number) is not required.
Filers need to be careful when working with an accountant. If the applicant emails documents to their accountants, the document is no longer secure. The applicant must also have confidence that the CPA will not inadvertently store documents on an unsecured server.
How do I contact Picnic Tax Support?
Once you connect with your CPA, you can reach them at any time via Zoom, email, or secure chat. Until then, however, your options for Picnic Tax support are limited.
If you have any questions about the operation of the Company's Services, you must send an email to info@picnictax.com or support@picnictax.com.
Is it worth it?
Most people can file their own taxes online using tax software. However, some people have very complex tax situations and need the help of a professional. The picnic tax is ideal for such situations.
The service guarantees that applicants receive help from a qualified accountant. And it displays prices before a user starts submitting. If you have complex filing needs, I recommend Picnic Tax in 2024.
Check out the picnic tax here >>
FAQs
Can Picnic Tax help me file my crypto investments?
Yes, the platform's accountants can help all types of taxpayers. Active crypto traders can find accountants who have experience in creating crypto returns. Applicants may need to upload a spreadsheet of all businesses or an IRS Form 8949 to the Picnic Tax website.
Can Picnic Tax help me with state filing in multiple states?
Yes, it supports filing in all states. Applicants must pay $50 per state.
Does Picnic Tax offer advance loans with refund?
No, no cash advance loans with refunds are offered.
Features of the Picnic Tax
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Import tax declaration from other providers |
May vary depending on the tax software your accountant uses |
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Deduct charitable donations |
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Refund early loans |
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Web/Desktop Account Access |
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