Tax prep software for real-life returns.
Combine documents, fill gaps manually, trace numbers to their sources, and review generated forms before you file.
Source-linked
review trail
$0
prep + forms
Local
normal prep
Messy return workspace
Review before filing
W-2
No issues shown
1099-B
Review
1098
No issues shown
Return trail
source-linked
Wages
$128,400.00
Federal withholding
$18,920.00
Mortgage interest
$14,212.18
Dividend income
$2,031.64
Next step
Inspect the output
See the generated forms instead of trusting a hidden interview flow.
The problem
Tax apps are smooth until your return stops being smooth.
The hard part is not clicking through a wizard. It is knowing whether every document, adjustment, state detail, and manual correction made it to the right place.
Common pain
The simple-return trap
Many products feel easy until your situation needs investments, itemization, state nuance, or extra forms.
ErgoTax angle
ErgoTax is designed for reviewable complexity instead of pretending every return is simple.
Common pain
Manual entry with no map
When import fails, tax software often turns into a long sequence of fields with little context.
ErgoTax angle
Manual entry stays connected to the return, the document source, and the generated form.
Common pain
Black-box confidence
Interview flows can hide the actual tax forms and make it hard to understand what changed.
ErgoTax angle
ErgoTax keeps the output inspectable so you can see what the software is building.
Why ErgoTax
Less mystery than a tax wizard. More structure than a spreadsheet.
For non-simple returns
Multiple documents, investments, supported state returns, and fields that need a human check can stay in one review flow.
→Manual entry that makes sense
When automation cannot solve a field, you can enter it directly without losing sight of the return around it.
→Forms are not hidden
ErgoTax is built around reviewable output, so you can inspect what the software is producing before you rely on it.
→Private by design
Your preparation workspace runs locally during normal use, with clear limits on the operational data ErgoTax receives.
Privacy proof
Your tax return should not feed an ad network.
Some tax-prep sites have been reported to send sensitive taxpayer data to advertising platforms. ErgoTax is built differently: tax documents and return data stay local during normal preparation.
ErgoTax prep flow
E-file, if added in a future version, will require transmitting filing data to tax agencies and updated privacy terms before launch.
How it works
A calmer way through the messy middle.
Use automation where it helps, manual entry where it is needed, and visible forms where confidence matters.
01
Bring your documents together
Add W-2s, 1099s, mortgage forms, and supported state documents to one browser workspace.
02
Review the return, not just a wizard
See extracted values next to their sources, resolve uncertainty, and edit supported fields directly.
03
Generate forms you can inspect
Create federal and supported state forms locally for your review, then export or print when you are ready.
Built for
For the returns that make “simple filing” stop feeling simple.
Pricing
Get to a return you can review before you pay anyone.
Preparation and local form generation are free in v1 and are intended to stay free. E-file is not supported in v1 and is planned as a future paid feature.
$0
prep + generated forms
✓Federal preparation
✓Supported state preparation
✓Manual field editing
✓Local save and export
Questions
Clear expectations before you start.
Is my tax data sent to ErgoTax servers?
No. During normal preparation, documents, extracted values, saved projects, and generated forms are processed and stored locally on your device. Standard infrastructure logs may still include limited operational data such as IP addresses.
Can I e-file with ErgoTax?
Not in v1. ErgoTax prepares and generates forms locally for you to review and file separately. E-file is planned for a future version and is expected to have a cost.
Does ErgoTax support state taxes?
Federal and state preparation are both in scope, but state support varies. Check the state support matrix before relying on coverage for your filing.
Start your return
Stop hoping the wizard got it right.
Build the return, inspect the sources, fix the gaps, and review the forms. Always verify generated forms before filing; ErgoTax is software, not a tax advisor.