Virtual Tax Preparation

Why use virtual tax preparation?
  • So you can avoid taking vacation time to attend a tax appointment
  • So you will not rush through traffic to make it to an appointment
  • So you stay away from long cramped waiting rooms with a busy child
  • So you avoid multiple appointments to drop off tax documents and to review the completed return
  • The IRS also prefers e-filed tax returns which reduces common tax return errors



Tax laws are complicated, can be confusing and change frequently.  Let the assistance of an experienced tax professional pave the way through the pages and pages of tax law. With modern technology, taxpayers can benefit from an accurate tax return prepared by a credentialed, experienced professional from the comfort of their home.

What is virtual tax preparation?
Virtual tax preparation is a secure method that allows you to communicate with your tax accountant conveniently from a smart phone, tablet or personal computer.  Tax preparation and consulting can happen online entirely. Virtual tax preparation is secure and convenient for you.

How it works
  1. You may upload documents to a secure and encrypted website with a smart phone, tablet or personal computer. Documents can also be faxed or mailed
  2. Taxes are then prepared by a credentialed and experienced tax professional
  3. Then a virtual appointment will take place from your home, work or most anyplace
  4. The return is filed electronically and sent to the IRS and state agencies

Accounting, bookkeeping, business consulting and tax planning are also available virtually. 


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