Virtual Tax Prep Process
Easy as 1,2,3
Step 1
Complete Digital Organizer
Personal Taxes - https://www.wats.biz/personal
Business Taxes - https://www.wats.biz/businesss
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
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.