PRELIMINARY — HUMAN REVIEW REQUIRED. This tool organizes facts and drafts workpapers. It is not a CPA, EA, or attorney and does not file returns or give final tax advice.
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Personal Tax Assistant is a private household tool for family and trusted friends. After sign-in you go to your Dashboard.
Household logins
Use one of these accounts. Change passwords later in Admin if you want.
| Role | Password | |
|---|---|---|
| admin | admin@household.tax | Admin2025! |
| member | alex@household.tax | Alex2025! |
| member | jordan@household.tax | Jordan2025! |
| member | casey@household.tax | Casey2025! |
New here? Read Getting Started.