Here's an overview of the process for virtual tax preparation:
Use our IRS registered tax return preparer.
Assist us in understanding you better.
Complete a brief questionnaire about your personal and tax information, then securely send a picture of your tax documents to your tax professional through the secure link.
Connect as needed.
If either of you have any questions during the review process, feel free to ask and take your time to relax.
You can choose to connect remotely using any device, through video call, telephone, or secure messaging.
Your tax professional begins working on your return. Simply review and approve it from any location. If you have any questions, they will guide you through the process, and then you are all set!
