Here's how virtual tax preparation works:
Choose an appointment that works best for you. You will receive instructions on how to join a zoom video call.
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.
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.
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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.

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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.