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.