Your Communication Preferences


Our Communication's Principal is simple: Don't do to others, what you don't want to have done to ourselves. Please set your preferences so we don't send you unwanted emails - we distinguish between transactional and informational emails - or share your email address with third parties.

Taxes can be complicated, confusing, and right out intimidating. As a taxpayer, you need reliable support, easy to understand tax information, and direct answers to your personal tax questions. No complicated tax mumbo jumbo talk, but simple to understand answers to your tax questions. Thus, the right communication channels between you and us are important. Below are different considerations for you, plus options to set your communication with us. If you think (and prove to us) you can get faster, better Tax Communication anywhere, including TurboTax® or H&R Block®, we will give you a nice promo code.

Your Preference Settings

Review the entries below to learn about customizing your preferences when you signup with Learn how to change what emails you receive and how to reset or adjust your login information.

Your Email Address
Your email address is critical to communicate vital tax return related information with you while you prepare and e-file your taxes. In addition, it's important to receive premium, free, and instant Taxpert support.
How to update your account email: Sign in to your account, click on My Account, and update your email address.
Email Spam Setting
How many times have you found important emails to you in your email spam box? Emails or Internet Service Providers many times don't get it right on what is spam and what is not.
In order for emails not to land in your spam folder, add the following email to your whitelist or non spam list:
Email Types
We don't do to others what we don't want to have done to ourselves.
As such, we will not share your email with third parties nor will we send you unwanted Informational Communication once you set your preference. However, we feel compelled in your own self interest to send you Transactional Communication. Learn below on what the difference is.
Transactional Communication
A Transactional Communication via email, phone or text message is important information that is part of a critical transaction, such as a tax return or shopping cart. For example, each step your tax return takes (e-filed, Accepted or Rejected, Tax Refund Status, Tax Payment Information), you as the originator need to stay informed on potentially important steps you may have to take to complete the started transaction. Learn more in the section below about the unsubscribe policy of transactional communication. 
Unsubscribe from Transactional Communication
As stated above, Transactional Communications are critical emails. For example, one may inform a taxpayer that they are required to complete tax return related transactions. Thus, in your own self interest, it is our obligation to keep you informed on important steps required to complete the transaction, such as preparing and e-filing a tax return. Unsubscribing from transactional communication would jeopardize the completion of this transaction. As a result, it's important you keep your email or phone up-to-date on your Taxpert Account and your Personal Support Page or PSP
Informational Communication
An Informational Communication via email, phone or text message serves to inform you about important tax changes or new tax return tools that might impact your own taxes immediately or in the future. For example, if the IRS releases a new Tax Withholding Form, we think it's important to inform you about this change, but also to assist you in preparing a new W-4 or Tax Withholding Form. does not share your email or phone with third parties or other service providers, thus all information emails you receive are only from Throughout a calendar year, you might receive 2-3 informational emails.
One or two of these emails might include Taxpert only promo codes that would reduce or eliminate any tax return preparation fees you might have to pay on By default, you are set up to receive informational emails. At any time, you can change the settings from your Personal Support Page or from the preference link in the first ever received information email.
Unsubscribe from Informational Communication
Throughout a calendar year, we send about 3-4 Informational - see above - emails. If you unsubscribe from informational emails, you can subscribe again later via your Personal Support Page. Transactional or tax return and support related emails are not included in the informational email un-subscription.
Your Phone Number
Enter your phone number in your account during or after registration. Sign into your account and click on My Account.
Enter your phone number on your Personal Support Page if you wish to receive Premium Free Tax Support via text messages instead of emails. You will be able to set your communication preferences soon.
Registration Security Code, Username, Password
Didn't get your account registration Security Code or need to recover your Username or Password? Visit the Account Recovery page.
Learn about the security measures, privacy policy and cookie settings and in place.
Contact us now and get Premium Tax Support via your Personal Support Page or PSP. Work directly with your personally assigned Taxpert. All your tax questions will be stored on your Personal Support Page. Plus, we can schedule personal chat sessions with you.
Victim of Fake or Phishing Emails?
Did you get an unwanted email that looks like it's from the IRS or This identity theft process is called Phishing - yes, sounds like fishing. Please take immediate actions if you mistakenly fell victim to this.
Your Identity Theft Concerns, Questions
Do you have suspicion or knowledge of identity theft? Trust that is using the latest identity detection tools available. Report and share identify theft with us as soon as possible so we can help you.

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