Robots and Humans
Working Together For The Win

We believe that technology is best paired with human expertise. That’s why we built and developed the Quote Builder - it’s like a custom onboarding call with an accountant, but instant, fast, obligation-free, and no pesky phone calls involved.

About Us

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Try Our Tax Quoter

Quote building is just the beginning of your journey.

At The Millennial CPA, we treat you to a premium and seamless tax preparation experience every step of the way. Centralize all your questions and documents into one convenient shared client portal and is vetted by a licensed CPA.

We blend smart automation with real human expertise

  • Everything is remote: Upload, sign, and get support from anywhere. Once you’re a client, log in to the Client Portal to engage in the tax prep process or communicate with The Millennial CPA directly, anytime.

  • No phone tag: Just streamlined communication via secure portal and email.

  • Structured Guidance: Gone are the days of asking yourself what tax forms you should be watching out for this year, or where in the software to enter which form. When you become a client, our custom onboarding experience will walk you through everything you need to do and more - simply sit back and wait for our email prompts, or download the portal app and check in whenever.

  • Real people: Not just number-crunching or one-and-done tax prep, but forward-thinking tax guidance and hand-holding when you need it most.

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Here at The Millennial CPA, the founder has spent their career not only preparing taxes season after season, but also investing in experimenting with and implementing cutting-edge software that isn’t just trendy - it actually works.

It’s the 21st-century tax prep dream we all deserve.

Who Are We For?

The Millennial CPA was built for:

  • Freelancers & 1099 workers

  • Startup founders & consultants

  • Self-employed creatives

  • Couples running side hustles together

  • Anyone sick of using TurboTax but unsure where to turn

If you want a one-stop shop to get your tax life in order and keep it that way, you’re in the right place. Whether you're growing your business, managing multiple income streams, or just trying to make tax season painless, we’re here to help you do it better.

Check out our transparent pricing, or take a walk through our Quote Builder for a free, expert quote on what we can provide.

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See our FAQ to learn more about what to expect when you become a client.