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:

tax prep using your smartphone
tax appointment using your tablet
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. Video or phone consultation/appointment
  2. Professional tax preparation
  3. PDF or paper copy of return for review
  4. Electronic or paper signing of return
  5. Free e-File

A key advantage of the virtual tax process is that you can have your taxes prepared from anywhere such as from:

tax appointment from home
tax appointment from work
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 all deductions allowed by the IRS were claimed.
  3. 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.