Virtual Tax Appointment

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 using your:

Phone
tax prep using your smartphone
Tablet
tax appointment using your tablet
Computer
tax preparation using your computer

Using these devices, you communicate with and transmit information to your dedicated tax professional to prepare your taxes.

Virtual Tax Process

The virtual tax preparation process includes everything that you'd expect from a traditional tax preparation including:

  1. Consultation
  2. Preparation
  3. Review
  4. E-Sign
  5. Submitting

Best of all, you can have your taxes prepared from anywhere such as:

Home
tax appointment from home
Work
tax appointment from work
Vacation
tax appointment from anywhere

We value you as a customer and want to meet your needs.  If at any time during the virtual tax process, you believe that an in office appointment would be beneficial, please let us know.  We are always happy to see our clients in person.

How It Works

There are 5 easy steps to complete the Virtual Tax Preparation appointment.

  1. Contact us by calling (678) 919-1250
  2. Complete our online tax questionnaire ( individual, business)
  3. Scan or photograph your tax documents
  4. Send your documents through our secure portal, fax, traditional mail (USPS/FedEx) or dropoff
  5. We prepare your returns and contact you to 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:

  1. An electronic copy of the returns for your records.
  2. Comfort in knowing that your returns were prepared accurately and that you claimed all of the deductions you were allowed by the IRS.
  3. A trusted tax and 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.

1040 Get Started Business Get Started

Have questions?

If you have any questions, you may reach us via our contact form, email at info@jjacksoncpa.com or phone at (678) 919-1250.