Virtual Tax Prep Process
Easy as 1,2,3
Complete Digital Organizer
Upload Tax Documents
Upload tax documents to secure portal at least 3 business days prior to your appointment:
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
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.
FYI - Tax returns are processed in the order of completed submissions.