How Does This Work?
1. COMPLETE CONTRACT AND TAX ORGANIZER
Download and save as you go: 2023 Tax Organizer (Basic), Adobe Acrobat required
2. PREPAY FOR ACCESS
Use the cart below to prepay.
3. UPLOAD YOUR COMPLETED QUESTIONNAIRE, STATE ISSUED ID/ PASSPORT, AND SUPPORTING TAX DOCUMENTS SECURELY (PDF)
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 for you 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 24 – 48 hours from your time of upload. Our 1040 clients can review and sign tax documents on their mobile device or computer. NOW THAT’S FAST!
Remember, you’re eligible if…
You are eligible for REMOTE BASIC if you:
- are single or married with no children
- have up to three W-2 forms
- have up to two of each of these forms: 1099-INT (your interest income), 1098-E (student loan payments), Form 1098-T (education expenses for yourself)
- have no self-employment/business or rental income to report
- received only form 1095-B or 1095-C for your health insurance coverage
- have no investment income to report
- have no itemized deductions to report
- are not claiming any earned income credit
- are not filing past-year/late tax returns (only the most current tax year is eligible)
- have no cryptocurrency trading gains or losses to report
If any of the above criteria does not fit your situation, we can serve you under our REMOTE ADVANCED service! CLICK HERE!
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