Prefer to handle your taxes from home? Use our secure portal to have your taxes prepared completely online without ever having to meet face=to-face.
- Complete Our Digital Intake. We’ll match you with one of our tax advisors and set up your secure workspace where you can communicate with your tax pro, upload your tax documents, and review your completed tax return.
- Upload your documents. Once your documents are uploaded, your tax advisor will prepare your tax return and upload a copy for your review. You also have the option of scheduling a time to review your tax return with your tax advisor online in real-time.
- Finalize Your Tax Return. Once you approve your return, you can eSign your documents remotely and we will transmit them to the IRS and state (if applicable). We will notify you when they are accepted.
Q. What are virtual tax preparation services?
A. Our virtual tax prep services allow you to have your taxes prepared and filed online, without needing to visit one of our offices in person. You can securely submit your tax documents electronically, communicate with with our team via chat or video calls, and receive your completed tax return digitally.
Q. How secure are your virtual tax preparation services?
A. We prioritize security and use encrypted communication channels and secure servers to protect your personal and financial information.
Q. What documents do I need to provide for virtual tax preparation?
A. You'll need to provide documents such as W-2 forms, 1099 forms, receipts for deductible expenses, records of income, and any other relevant tax documents. You can download our document checklist of required documents based on your specific tax situation by clicking the button above.
Q. How do I communicate with my tax preparer during the process?
A. You will primarily communicate with our team via our secure messaging portal and video calls. You can discuss your tax situation, ask questions, and receive updates on your tax return status directly in our portal without needing an in-person meeting.
Q. What are the advantages of using your virtual tax preparation services?
A. Using our virtual tax preparation services offers several benefits, including convenience (no need to visit our offices in person), flexibility (communicate on your schedule), and access to our experienced tax professionals who specialize in serving individuals and small business owners.
A. Our virtual tax prep services allow you to have your taxes prepared and filed online, without needing to visit one of our offices in person. You can securely submit your tax documents electronically, communicate with with our team via chat or video calls, and receive your completed tax return digitally.
Q. How secure are your virtual tax preparation services?
A. We prioritize security and use encrypted communication channels and secure servers to protect your personal and financial information.
Q. What documents do I need to provide for virtual tax preparation?
A. You'll need to provide documents such as W-2 forms, 1099 forms, receipts for deductible expenses, records of income, and any other relevant tax documents. You can download our document checklist of required documents based on your specific tax situation by clicking the button above.
Q. How do I communicate with my tax preparer during the process?
A. You will primarily communicate with our team via our secure messaging portal and video calls. You can discuss your tax situation, ask questions, and receive updates on your tax return status directly in our portal without needing an in-person meeting.
Q. What are the advantages of using your virtual tax preparation services?
A. Using our virtual tax preparation services offers several benefits, including convenience (no need to visit our offices in person), flexibility (communicate on your schedule), and access to our experienced tax professionals who specialize in serving individuals and small business owners.
TAX PREPARATION WORKSHEETS
Self-Employed Worksheet ▸
Home Office Deduction Worksheet ▸
Rental Property Worksheet ▸
Truck Driver Worksheet ▸
Charitable Contribution Worksheet ▸