Tax Preparation - Virtual & In-person

For individual and business tax preparation, Complete your return with us in person or by using our client portal, no office visit required.  For in-person preparation, schedule an appointment for our 30 minutes low contact office visits.  To complete your return virtually, email the contact form at Email Contact, to get started.


- Send an email to send us a message/ call 866-754-1040 to get started.

- We send an intake form and a checklist (if a business, a business-specific checklist) to help you gather documents.

- Upload documents to the encrypted portal.  Did you know you can use your iPhone to scan documents?  Use these Apple instructions to learn how.  Scan using iPhone tutorial.

- Estimated cost of service sent to you for approval.

- Pay 50% of the estimate required to begin the return OR you can select refund transfer (fee applies) and pay NOTHING UPFRONT.  If you choose refund transfer, your fees will be deducted from your refund.  We also offer taxpayer advanced loans through Refund Advantage for a fee.  Call/email to learn more about these programs.

- We then go to work completing the return, while you relax.

- Within 24 hours you receive the final invoice of the amount owed unless you are using a refund transfer.

- Pay and a copy of return uploaded to the portal.

- Review documents for accuracy then sign documents to e-file, (sent via encrypted server - DocuSign)

- Once signed, return submitted to IRS via e-file.

- We will email you when the return is accepted by the IRS and you can begin tracking it at 'where is my refund'.


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