Our Process Is Simple
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Just use your phone, computer, or tablet to upload your documents, and connect as needed.Â
With virtual tax prep, you can take it easy during Tax Season and we will get you your maximum refund possible with 100% filing accuracy.
- Request an Initial Client Meeting via remote or in-person at our office
- Your choice – We will meet with you either via phone, virtually, or in-person in our office so we can assess your specific needs and provide you an estimated Quote for services
- Sign Engagement Letter and pay deposit
- Secure Client Portal account created so you can safely upload your documents
- Â Sit back and relax – We will timely prepare and file your tax return and will reach out with any questions or items needed along the way