For individual and business tax preparation, Complete your return with us in person or by using our client portal, no office visit is required. For in-person preparation, schedule an appointment for our 30-minute low-contact office visits. To complete your return virtually, email the contact form at Email Contact, to get started.
HOW DOES VIRTUAL PREP WORK?
- Send an email to firstname.lastname@example.org or call 866-754-1040 to get started.
- Once we receive your email, we will create a virtual portal for you, and upload applicable intake forms and checklists.
- Upload documents to the encrypted portal we create for you. Once received we will give a quote for service based on the documents received.
- Estimated cost of service sent to you for approval.
- 50% of the estimate required to begin.
- We complete the return, while you relax.
- A copy of the return is uploaded to your portal.
- Review documents for accuracy then sign documents to e-file.
- You receive the final invoice.
- Once the final invoice is paid we e-file your return to IRS and your state if applicable.
- We will email you when the return is accepted by the IRS, and your state (if applicable) along with instructions on how to pay or check the status of your refund.
- See graphical instructions here.