Robinhood Takes on Tax Season With a New Suite of Services

Robinhood launches two new tax benefits: free DIY tax filing for all through april tax solutions, and complimentary, professionally managed tax and estate services for eligible Robinhood Concierge customers

Today, as part of Robinhood’s mission to become a true financial superapp, we announced a new collaboration with april, which will give Robinhood customers access to file their 2025 federal and state taxes at no cost through April 15, 2026. This comes on the heels of a recently announced pilot program that independently offers complimentary tax and estate services through licensed professionals to Robinhood customers who transfer at least $500K to the platform by March 15 and maintain $1M+ in assets in their account.

Free Tax Filing with april

Tax season can be complicated, expensive, and time-consuming. With this new solution, all eligible Robinhood customers can file their taxes with Robinhood via a simplified, mobile and web friendly experience powered by april. Customers can also access their potential tax refunds up to 4 days faster if they choose to deposit directly into their Robinhood brokerage account.

“Taxes are one of the biggest, most complicated, and stressful financial moments of the year, regardless of where you are on your financial journey,” said Oren Naim, VP of Platforms at Robinhood. “By teaming up with april, one of the industry’s leading AI-powered filing experiences, we’re helping customers across all income levels file with less friction and more confidence.

“We’re delighted to team up with Robinhood to offer april’s frictionless tax prep experiences through the Robinhood platform. As a premier trading and investment destination, Robinhood customers can now easily import their tax data and file seamlessly with april.” said Ben Borodach, CEO and Co-Founder of april.

The experience is designed for customers who file their taxes on their own and want a simpler alternative to traditional tax software. By filing through april, customers will get: 

• Free federal and single state tax filing through April 15 - with no hidden fees

• Guaranteed maximum tax refund*

• The ability to access their refund up to 4 days early with direct deposits into their Robinhood account

The new tax filing experience through april is rolling out now to customers on mobile and web.  

Robinhood will share applicable tax documents by February 17th, and customers can learn all about applicable taxes and forms, and what to expect by visiting the Robinhood Help Center or the Robinhood Tax Center directly in the app. 

To learn more about april, visit www.getapril.com.

Professional Tax and Estate Services through Robinhood Concierge

Entirely separate from the offering with april, Robinhood recently announced a pilot program that delivers full-service, white-glove tax and estate support for the most engaged, eligible customers. 

Through this experience, eligible Robinhood Concierge customers are personally matched with a dedicated tax professional and CFP® who can help manage a wide range of complex financial needs, including:

• Individual and joint tax returns

• Business taxes, K-1s and rental income

• High-volume trading, crypto, and capital gains

• Foreign income or foreign assets

“As investors’ financial lives become more complex, meaningful support matters more than ever,” said Pat Dunn, Head of Concierge Services at Robinhood. “With this pilot, our goal is to make professional tax and estate services a natural part of the Robinhood experience for our most engaged customers, so they can spend less time managing complexity and more time focused on growing and protecting their wealth.”

To be eligible for this exclusive tax benefit, customers must transfer at least $500K to Robinhood by March 15 and maintain $1M+ in assets on the platform. As part of the program, they'll also receive 1% match on all transfers from other brokerages to a Robinhood self-directed, taxable brokerage account. This elevated Robinhood Concierge tax experience is seamlessly built directly into the Robinhood app and delivered through trusted partners. Those who are interested can request access by visiting our Concierge services page.

Disclosures *Tax e-file services are provided by April Tax Solutions Inc. (“april”). Robinhood Financial LLC does not provide tax preparation or tax filing services. Eligibility requirements, terms, and limitations apply. Free tax filing available through April 15. Refund timing depends on IRS processing and other factors. 

Robinhood and april are separate and unrelated entities. Robinhood is not responsible for, and does not guarantee, the content of these third-party services or the collection or use of information by the third-party services regarding its customers.

Robinhood Financial LLC (“Robinhood”) does not provide tax preparation, tax filing, or estate planning services, including will or trust preparation. Tax preparation and filing services through Robinhood Concierge are offered through Tickmark, Inc. d/b/a Taxfyle (“Taxfyle”), and estate planning services are offered through Vanilla Technologies Inc. (“Vanilla”).

Robinhood, Taxfyle, and Vanilla are separate and unrelated entities. Robinhood Financial is not responsible for, and does not guarantee, the content of these third-party services or the collection or use of information by the third-party services regarding its customers.