About Us

How does Virtual Tax Preparation work?

Virtual Tax Preparation is not about filing your tax return using DIY Tax Software. Instead, virtual tax preparation is having an expert prepare your tax returns without leaving the convenience of your home or office. With Virtual Tax Preparation, you simply schedule an initial consultation with a live tax expert that assesses your tax situation and goals via video conference, you then complete a secure online questionnaire and upload all tax documents. Once your tax expert has completed preparing your return you will be notified through our secure portal it will electronically file to the IRS.

What are the benefits of Virtual Tax Preparation?

In the past, before DIY Tax Software was even available on the market, most taxpayers had to schedule an appointment with a local accountant, drive to their office, and wait in line to complete their returns. Today, however, there is a much more efficient solution. Virtual Tax Preparation allows you to still have your taxes completed by a tax professional, without the need to schedule a meeting and bring binders of paperwork you collected in order to file your tax returns. All documentation you received can be easily uploaded securely to our portal without the need to leave your home or office. Even without a scanner, you can easily snap a picture of a tax document and upload it securely to your virtual tax expert. Most companies provide digital copies of tax documents including W-2, Mortgage Interest, Investment Summary Reports and 1099s which makes uploading these documents extremely easy.