Our virtual office: Convenient, Cost-effective & Fast:
- Download your Tax Organizer here, use our Online Tax Wizard, or email us your name & mailing address and we’ll mail one.
- Fill out the forms and send them back with your W2s, tax documents, (do not send any receipts) and a copy of last year’s return by:
- Secure Portal. Scan everything in 1 or 2 scans and upload – not 15 separate attachments please 🙂 If you’re a new client we need your social to set you up in the portal, so contact us.
- US Postal Service, Fedex, UPS, or you can use Tiny Scanner to scan everything from your phone into 1 PDF. Here is our Tiny Scanner tutorial.
- We Email you confirmation to say “We received your docs!”
- We begin processing your return, emailing you any questions we have along the way
- Most returns completed within 10 days of receipt
- We invoice you through the portal once the return is basically complete. After you’ve paid:
- We Email you the results: “You’re getting refunds of $_____!” or “You owe $____ and this is why”.
- We ask you whether you would like your return to be e-filed or have a phone or online meeting to review it together
- After you give us your permission, we efile the return and upload your return and e-signature documents to the portal for you to e-sign.
- If you request the printed folder and mail service (extra $10) then you receive a folder that has the documents you sent us, your copy of the tax return (Federal and State(s) and a few forms we need you to sign for our records by US Mail.
- You end up with:
- A tax return that has been prepared, reviewed and efiled by a professional that:
- you can contact any time of year for questions
- will assist you if you receive an IRS letter
- will prepare prior year tax returns if you are behind on your filing
- knows you and can give you customized financial and tax planning advice
- A tax return that has been prepared, reviewed and efiled by a professional that: