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 virtuallyemail 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.

- Upload documents to the encrypted portal we create for you.  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.

- 50% of the estimate required to begin.

- We complete the return, while you relax.

- A copy of the return is uploaded to your portal.

- Review documents for accuracy then sign documents to e-file.

-  You receive the final invoice.

- 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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