How Does This Work?
1. COMPLETE CONTRACT AND TAX ORGANIZER
Download and save as you go: 2023 Tax Organizer (Advanced), Adobe Acrobat required
2. PREPAY YOUR DEPOSIT
Use the cart below to prepay your deposit of $200. Ask for one when you book your virtual appointment below. An estimate of your final price will be communicated to you ASAP based on an evaluation of what is required to prepare your tax returns . Final invoices must be paid upon completion of your tax return preparation before we can file your returns. You can pay your invoice balance by credit card or from your refund.
3. UPLOAD YOUR COMPLETED QUESTIONNAIRE, STATE ISSUED ID/ PASSPORT, AND SUPPORTING TAX DOCUMENTS (PDF) SECURELY
Use the Guest Upload feature of our Secure Online Portal. Upload instructions and upload link are on your Tax Organizer (downloaded above).
4. IF YOU DESIRE, BOOK APPOINTMENT WITH A TAX PRO
This initial meeting is for those who want to review their submitted documents with a tax pro. It is also a good opportunity to ask any initial burning questions you have about your taxes.
Click here to book appointment
5. EXCHANGE DOCUMENTS IN PERSONALIZED, SECURE PORTAL
Within 24 hours we will create for you a free, secure, portal account where encrypted document exchange and communications can occur.
6. REVIEW AND SUBMIT TAXES!
Your completed tax documents will be uploaded for your review and electronic signature in as few as 7 days. You will have the option for a live review with a Tax Pro by phone or By Zoom video conference. NOW THAT’S CONVENIENT!
Remember, you’re eligible if…
You are eligible for REMOTE ADVANCED if you:
- are single or married and have children
- have other sources of income besides form W-2 wages
- have self-employment (Schedule C) or rental income (Schedule E) to report. We are not able to accommodate 1120, 1120-S, or 1065 tax returns online currently.
- received only form 1095-A for your health insurance coverage
- have investment income to report
- have itemized deductions to report
- are claiming Earned Income Tax Credit
- are claiming Foreign Income Tax Credit
- are filing a non-resident tax return (1040-NR)
- are renewing an ITIN
- are filing past-year/late tax returns
- have no cryptocurrency trading gains or losses to report
If any of the above criteria does not fit your situation, and you think you can use a simpler solution, we can serve you under our REMOTE BASIC service! CLICK HERE!
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