How Does This Work?
1. DOWNLOAD THE CONTRACT AND TAX ORGANIZER
Click below to download the Archer Solutions Contract and Tax Organizer.
Be sure to download BOTH the Contract and the Tax Organizer. Click here for quick downloads:
2. PREPAY FOR ACCESS
Use the cart below to prepay.
3. UPLOAD YOUR DOCUMENTS SECURELY
Use the Guest Upload feature of our secure portal. You will receive this link upon activation.
4. BOOK A LIVE VIDEO CONFERENCE WITH A PRO
For a small fee, Book a Live Video Conference with a Tax Pro dedicated to simplify your journey. You will receive instructions on how to schedule the conference once confirmed.
5. EXCHANGE DOCUMENTS IN PERSONALIZED, SECURE PORTAL
Within 24 hours we will create for you a Free, secure, portal account where encrypted document exchange 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!