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Protection Plus – Audit Defense + ID Theft Restoration

We include Protection Plus $ 1 Million Tax Audit Defense and identity theft restoration services with all of our 1040 tax returns. If you receive a tax notice or suspect an identity theft incident, simply give us a call and we’ll handle the rest.


Virtual Preparation

Schedule Today

starting at $109*

File your taxes from the comfort of your own home.

Pressed for time? Introverted? We've got you covered. Connect with a tax specialist through Zoom, or by phone from any device with a camera, and upload all of your documents from any device. 


Here's how virtual tax preparation works:

Schedule an Appointment

Choose an appointment that works best for you. You will receive instructions on how to join a zoom video call. 


Gather your documents

Let us help you get organized before your appointment. New clients can expedite their process by filling out an intake form, and uploading documents through our Client Xchange. Existing clients can upload current documents to our Client Xchange.



Meet with your Tax Specialist

Your appointment is scheduled, you've completed a client intake form, and uploaded your documents. All that is left is meeting with your Tax Specialist. Review, and approve your return when it's finished. 

Features you'll love

Use any device

You can video chat through zoom with any device that has a camera, or call from any smart device that is connected to the internet. No need to use a computer if you don't have one available. 

Skip the office

From the convenience of any device, there is no need to come to the office for our virtual process. We prepare your return, and then send it to you for electronic signature. It's that easy!

Guarantee'd Accurate

When it comes to taxes, we don't guess. If one of our tax specialist doesn't know the answer, rest assured that they have options at their disposal to find the correct answer. 

Answers when you need

Have questions before, or after your appointment? Just send us a message on chat, and we'll get back to you as soon as possible! 

Relationship to rely on

Each year you can work with the same tax specialist as the year before. If they've moved on, all of our tax specialists are eager to assist you. 

We Can Help With

W-2 Income

1099 Income

Schedule C

Charitable Giving

Disaster or Theft Losses

Investments

Multi-State Income

Rental Depreciation

Rental Income

Retirement Income

Dependents

Amendments

Market Place 1095A

Documents list

This list is just an example of what you may need to bring. Your Tax Specialist will let you know what documents you will need to bring.

State ID/License

Social Security Card

All W-2's

All 1099's, if any.

All 1095A's, if any.

1098-T, if any.

1098 Mortgage Interest Statement, if any.

If you're claiming a dependent, you will need the following for each dependent:

Social Security Card

Birth Certificate

School/Doctor document with current address.

Identity Theft Restoration

If you suspect that your identity has been stolen, don't worry! Our tax return filing service includes comprehensive Identity Theft Restoration services through our partnership with Protection Plus. Benefit from: Fraud alerts, notify the right banks or agencies, alerting the local authorities, assistance with interpreting credit reports, credit monitoring for 6 months after an incident, and more!

More from Damian Fields

Low on Funds?

Need to file but low on funds? Pay your tax preparation fees with your refund.



starts at $40

File Now, Pay Later

Need to file but low on funds? Pay your tax preparation fees with Klarna.



$5

Refund Advance

Needs funds to hold you over until you get your refund? Apply for an advance when you file.



$0 - 36% APR

Disclaimers

Our company believes in full transparency. We do not profit from, or benefit from any bank product service fees. This includes Refund Transfer fees, NOW Advance Fees or any service fees we charge to use these services. We offer these services as a convenience to our clients, who all have unique needs and face different circumstances. 


Service Exclusions - 


We do not currently file returns for the following states, IOWA, MARYLAND, OREGON, NEW YORK and CONNECTICUT. 

We do not currently file returns for BUSINESSES. This includes 1065, 1120, 1120S, 1041, 990, 706 and 709.