Virtual Tax Preparation
Skip the trip to an office...
Focus on your life or business, and let us handle your taxes.
Get your taxes expertly prepared and filed by our Tax Pros from the comfort of your home or anywhere you want to be.
Easily upload your documents using your phone, computer, or tablet, and connect with our Tax Pros as needed.
Here's how our Virtual Tax Preparation works:
Let's Connect!
Let's get to know your unique tax needs and goals. Book a brief consultation to discuss your circumstances and concerns, helping us tailor the perfect tax strategies for you.
Service Confirmation
If our energy feels right for you, review and sign our Engagement Agreement.
We'll also provide our Tax Prep Checklist to help you gather all your tax documents.
Share Your Tax Details
Answer a few questions about yourself and your tax situation, and upload your tax documents in the same form using your phone, tablet or laptop.
You'll also get access to our Customer Portal where you can easily access all your tax documents or upload anything else needed to prepare your tax return.
That's it. Your assigned Tax Pro will dive in. Leave it to us, so you can confidently get back to your day-to-day, assured that we're diligently preparing your tax return.
Virtual Review & E-Filing
When your tax return is ready, we'll reach out to schedule a Virtual Conferencing meeting, where we'll walk you through your return.
Don't have time for a meeting? Not a problem. We'll just send you a recording so you can confidently sign off on your tax return.
Once you've electronically signed, we'll e-file your finalized tax return, send you a digital copy for your records and you're all done!
We do our best to track your refund and communicate any status updates.
Federal and State Personal Income Tax Return Filing
Prior Year Tax Return Filing
Amended Tax Return Filing
Tax Filing Extensions
FAFSA Financial Information Section Worksheet
W-4 Form Review & Preparation
Federal and State Business Income Tax Return Filing
Prior Year Tax Return Filing
Amended Tax Return Filing
Tax Filing Extensions
Let us prepare and file your income tax return including all federal and state filings, forms, and schedules. We file in all 50 states.
Uncomplicate Tax Season with Our Tailored Tax Preparation Service
IRS-Compliant Documentation Review
When it comes to deductions, credits, or expenses, we meticulously review all documentation provided to ensure it meets IRS requirements. Your peace of mind is our priority.
Year-Over-Year Comparison
Our Current Year vs Prior Year Return Comparison Report helps you understand changes, giving you the insights needed to make informed financial choices.
Transparent Review Meetings
We are committed to empowering you with a deep understanding of your tax situation. We review and provide straightforward explanations to help you grasp every aspect of your return via convenient video conferencing or recordings. Know exactly what's on your return, providing confidence in case of audits.
Optimizing Tax Strategies for Couples
For married couples, our analysis between Married Filing Jointly vs Married Filing Separately ensures you're electing the most advantageous tax strategy.
Uncovering Missed Opportunities
We believe in learning from history. For new clients, we look for potential missed savings or refund maximization by reviewing your prior year return.
If beneficial, we'll explore filing an amended tax return for your financial advantage.
Beyond Taxes: FAFSA & W-4 Assistance
Need help with FAFSA Financial Information or adjusting your W-4 form? We've got you covered beyond just tax filing.
Virtual Convenience, Real Expertise
Experience the convenience of our virtual services without sacrificing quality. From consultations to filings, get expert guidance securely from wherever you are. Get your taxes expertly prepared by our Tax Pros from the comfort of your home or anywhere you want to be.
Conveniently upload your documents using your phone, computer, or tablet, and connect with our Tax Pros whenever needed.
Let us prepare and file your personal and/or business tax return including all federal and state filings, forms, and schedules.
Virtual Tax Preparation available in ALL 50 States.
*successful completion of voluntary IRS program that includes 18 hours of continuing education and passing of comprehensive tax exam.
