Virtual Tax Preparation Service
With our virtual full service tax preparation and e-filing service, there’s never a need to visit our office. Our secure document portal and suite of online tools allow you to provide us all your tax information electronically and securely. You get the same personal service that you'd receive visiting us at our office. Getting your taxes done with us is as easy as 1-2-3:
1. Get a quote and e-sign your engagement letter
2. Complete the Virtual Interview online questionnaire and upload your tax documents
3. We prepare your return and virtually consult with you
Throughout the entire engagement, you can always consult with us to share concerns and questions that you might have regarding your taxes. We're always glad to be of service.
Review of your prior return:
Included with your engagement is a complimentary review your prior tax return to see if we find any errors, including missed deductions and credits. If we discover errors, we will notify you and provide you with the option to amend your prior return so that you can claim a tax credit or deduction.
Bookkeeping:
To keep our prices as low as possible, our tax preparation service does not include bookkeeping. If you require assistance with getting your tax records in order we have a team of professional bookkeepers that we can refer you to.
Is it really this easy?
Yes! Many clients who have not had their taxes prepared by a professional tax preparation service are surprised that there is usually no need to discuss their situation or preview their tax documents. That's because the steps listed above ensure we get the information we need to prepare your return. We actually spend a minimum of 3 hours on every return we prepare. In fact, we have a vested interest to ensure that your return is prepared accurately and thoroughly because we guarantee the accuracy of our work.
With over 45 years of combined professional experience preparing federal and state tax returns, we have the expertise and experience to ensure that your return is prepared accurately, thoroughly, and with the maximum deductions and tax credits.
1. Get a quote and e-sign your engagement letter
- Complete our short online virtual interview form to tell us about your tax needs, questions and concerns
- We evaluate your tax filing requirements and send you an up-front quote
- If you'd like to proceed, we'll send you an engagement letter that you can e-sign using our digital e-sign service
- As a service for our clients, we won't process your payment until we've finished preparing your tax return
2. Complete the Virtual Interview online questionnaire and upload your tax documents
- Answer some questions using our online questionnaire that helps us identify all qualifying credits and deductions
- If you are self-employed and/or have rentals, we'll send you a simplified template to provide us your income and expenses
- Upload your tax documents to our secure portal at your convenience
- Click the button in your portal to tell us you're ready to have your return prepared and we'll add your return to our "queue" (like most professional tax firms, we prepare returns using a "first-in, first-out" method)
3. We prepare your return and virtually consult with you
- We prepare your return using the information you uploaded and the information you provided on the online virtual interview form
- We will contact you if we have clarifying questions or need additional information
- Once your return is prepared, we provide you an electronic PDF copy of your completed tax return for you to review
- After you review your return (and get your questions answered by us) we'll e-file your return(s) for you and send you a filing confirmation
Throughout the entire engagement, you can always consult with us to share concerns and questions that you might have regarding your taxes. We're always glad to be of service.
Review of your prior return:
Included with your engagement is a complimentary review your prior tax return to see if we find any errors, including missed deductions and credits. If we discover errors, we will notify you and provide you with the option to amend your prior return so that you can claim a tax credit or deduction.
Bookkeeping:
To keep our prices as low as possible, our tax preparation service does not include bookkeeping. If you require assistance with getting your tax records in order we have a team of professional bookkeepers that we can refer you to.
Is it really this easy?
Yes! Many clients who have not had their taxes prepared by a professional tax preparation service are surprised that there is usually no need to discuss their situation or preview their tax documents. That's because the steps listed above ensure we get the information we need to prepare your return. We actually spend a minimum of 3 hours on every return we prepare. In fact, we have a vested interest to ensure that your return is prepared accurately and thoroughly because we guarantee the accuracy of our work.
With over 45 years of combined professional experience preparing federal and state tax returns, we have the expertise and experience to ensure that your return is prepared accurately, thoroughly, and with the maximum deductions and tax credits.
