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. Book your Virtual Zoom Tax appointment.
Intro Meeting - Ideal for new clients to get to know us and our process before submitting documents, and returning clients with significant changes
Tax Return Review Meeting - (This meeting is optional). Once the return is drafted, we will send you a short video explanation of your return along with a request for your signature. Feel free to book this meeting if you need further clarification. Be sure to have your documents, organizer, and payment submitted by 3 business days prior to our scheduled meeting.
*We are not accepting face-to-face appointments at this time*
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 remaining 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.