Virtual Tax Prep Process

Easy as 1,2,3

Step 1

​​Complete Digital Organizer

Step 2

Upload Tax Documents

​​Upload tax documents to secure portal at least 3 business days prior to your appointment:

https://watscpa.sharefile.com/r-r00c70db51d24eeba

Step 3

Reserve Your Spot!

From the convenience of your own home.

Once the return is drafted, we will meet with you via live chat on your PC for a "Final Review" before submission to the IRS and/or state.

The Fine Print

Payment

Once tax information is received, we will send an Engagement Letter for your signature and payment prior to working on your return. A 50% deposit is due at time of engagement. The reaming 50% is due prior to submission to the IRS/State Agencies. Please be advised we will not file your return prior to receiving payment. 

Completion Order

FYI - Tax returns are processed in the order of completed submissions. 

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