Call 866-754-1040

Tax Preparation - Virtual & In-person

A busy office background

We will prepare your taxes for you so you can relax in the comfort of your home, and not stress about the process and your accuracy!  Let us take it from here.  

For individual and business tax preparation, Complete your return with us in person or by using our client portal, no office visit is required. 

For in-person preparation, schedule an appointment for our 30 minutes low contact office visits. 




- 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 virtual portal created 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, for both federal and state returns.

- 50% of the estimate required to begin.

- We complete the return, while you relax.

-  Final invoice is sent and once payment is made.  A copy of the return is uploaded to your portal.

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

- Return submitted to IRS via e-file.

- We will email you when the return is accepted by your state and the IRS, and if you expect a refund, you can begin tracking it with the IRS at 'where is my refund'We will have a link to your state, 'where is my refund'  for you to track the refund of your state also.



View all services