What is a Virtual Tax Appointment?
Virtual tax appointments are an easy and convenient way to have your income taxes prepared by a tax professional without coming to our office. The entire tax preparation service is handled remotely using your favorite communication preference:
Using your communication devices, every part of the process will be simple -- talking with your dedicated tax preparer, transmitting documents and even signing the returns.
Virtual Tax Process
The virtual tax preparation process includes everything that you'd expect from a traditional tax appointment including:
- Appointment -- video or phone consultation/appointment
- Preparation -- by the same dedicated tax preparer
- Tax Return -- a PDF or paper copy of your completed return
- Signing -- returns can be signed electronically
- Filing -- fast and free e-File
Key advantages of virtual tax appointments are that save communiting time and you can have your taxes professionally prepared from anywhere --
If you want to come in for an in-person appointment at any time during the virtual tax process, just let us know or schedule a time using our online appointment scheduler. We are always happy to see our clients in person.
How It Works
There are 5 easy steps a Virtual Tax Prep.
- Contact us by calling (678) 919-1250
- Complete our online tax questionnaire ( individual, business)
- Scan or photograph your tax documents
- Send your documents through our secure portal, fax, traditional mail (USPS/FedEx) or dropoff
- We prepare your returns and contact you to review and finalize them.
What You'll Receive
At conclusion of the Virtual Tax Appointment, you'll receive everything that you need just as you would with a traditional tax appointment. We provide:
- An electronic copy of the returns for your records.
- Comfort in knowing that your returns were prepared accurately and that all deductions allowed by the IRS were claimed.
- A trusted financial professional who is available throughout the year.
Start Your Virtual Tax Appointment
Click the appropriate button below to complete the tax questionnaire and start the Virtual Tax Appointment.
Have questions?
If you have any questions, you may reach us via our contact form or phone at (678) 919-1250.