Virtual Tax Return

SIMPLE. SECURE. PERSONALIZED.

Stress-Free Tax Filing, Wherever You Are

Filing your taxes doesn’t have to be complicated or time-consuming. With our Virtual Tax Return service, you can handle your taxes from the comfort of your home while still receiving the same personalized attention you would in person. Our streamlined, secure process makes tax filing easy and efficient, saving you time while providing peace of mind.

How it Works

1. Schedule Your Appointment

Book a virtual meeting online or by calling our office. We’ll send you a confirmation email with a tax checklist to help you gather the necessary documents.


2. Submit Your Documents

Upload your tax documents through our encrypted client portal, fax them, or drop them off at our office. Choose what works best for you.


3. Review and Approve

During your virtual appointment, we’ll go over your documents, answer your questions, and provide a price quote. Most returns are completed during this time.


4. Verify and Sign

Once you approve your estimate, we’ll request proof of identity. You’ll then have access to our secure portal to review and sign all necessary forms.


5. Receive Your Final Return

Your completed return will be uploaded to the client portal, emailed, or mailed – your choice. Refund options are also tailored to your preference.

QUICK AND EASY

Frequently Asked Questions

  • 1. How do I schedule a virtual appointment?

    You can schedule your appointment online or by calling our office. We’ll send you an email confirmation and a helpful tax checklist to get started.

  • 2. Is the virtual process secure?

    Yes. Our client portal uses advanced encryption to ensure your sensitive tax documents are handled with the highest level of security.

  • 3. What if I’m not tech-savvy?

    No problem! We offer multiple ways to submit your documents, including fax or in-person drop-off, and are happy to guide you through the process.

  • 4. Can I choose between a phone or video meeting?

    Absolutely. Your virtual appointment can take place over the phone or via video – whichever makes you most comfortable.

  • 5. How will I receive my completed tax return?

    You can choose to have your tax return uploaded to the portal, emailed, or mailed directly to you.

  • 6. Can I have my preparation fees deducted from my refund?

    Yes, we offer the option to have your preparation fees withheld from your refund for added convenience.