Helping you achieve your tax and financial goals
At Picnic Tax, we’ve designed our business with your financial success top of mind. We invite only top-quality accountants to work with us. We test and vet them extensively, and then we connect them to you, so you can have true peace of mind about your personal or small business taxes.
In addition to carefully curating our accountant network, we’ve designed your online CPA experience to be simple, straightforward and easy. Scroll down to learn how it works.
Each accountant on the site has passed our vetting process, so you know they are qualified.
Our use of technology greatly streamlines the process of working with an accountant.
Accountants are assigned to clients algorithmically based on your unique tax situation.
How Picnic Tax works
Tell us your tax or accounting needs. We use this info to get you an accurate price quote and start our accountant match process.
Our matching system finds you your perfect accountant. If you’d prefer to make the selection yourself before signup, we will present you with a few great options to browse and contact.
Upload your tax documents and other basic info. Our simple and clear language explains exactly what documents you need to track down. Then, stay in touch with and receive updates from your accountant as your work is completed.