Virtual Tax Prep Process

Easy as 1,2,3

Step 1

​​Complete Digital Organizer

Personal Organizer - for personal tax returns (1040, Sch. C, Sch. E)
Business Organizer - for Business returns only (1120S, 1120, 1065, 990) 

Step 2

Upload Tax Documents

​​Upload tax documents to secure portal at least 3 business days prior to your appointment

Step 3

From the convenience of your own home. Book your Virtual Zoom Tax appointment

Intro Meeting - Ideal for new clients to get to know us and our process before submitting documents, and returning clients with significant changes


Tax Return Review Meeting - (This meeting is optional). Once the return is drafted, we will send you a short video explanation of your return along with a request for your signature. Feel free to book this meeting if you need further clarification. Be sure to have your documents, organizer, and payment submitted by 3 business days prior to our scheduled meeting.

*We are not accepting face-to-face appointments at this time*

The Fine Print


Once tax information is received, we will send an Engagement Letter for your signature and payment prior to working on your return. A 50% deposit is due at time of engagement. The remaining 50% is due prior to submission to the IRS/State Agencies. Please be advised we will not file your return prior to receiving payment. 

Completion Order

FYI - Tax returns are processed in the order of completed submissions.