Schedule Appointment
Schedule a free consultation to discuss your taxes and see how we can help.
File Tax Return
Get started on your tax return. A tax pro will be in contact with next steps.
Discounts & Rewards
Enjoy our promotions and discounts. We also offer rewards for repeat clients.
 

Virtual Tax Process

1
Tell Us About Yourself
We need your information to setup a private portal and ensure we file your taxes accurately.
2
Upload Tax Documents
Send us your tax documents using our secure online portal. We'll be in touch if we have any follow-up questions.
3
Review & File
We'll send your completed tax return for review with information about the numbers. After your review, we'll file your return(s).
 

Tax Return Benefits

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Client Portal

Secure Client Portal

We provide your own, personally encrypted client portal, through which you can accomplish all of your tax needs. Your secured personal portal allows you to upload and retrieve documents, and store your protected files and confidential tax documents. Access to your tax portal will be available to you for 3 years. All transmissions and files at rest on the server are secured with a 256-bit SSL encryption.

Client Portal

Accuracy Guarantee

We are so confident in our services; we provide a 100% accuracy and satisfaction guarantee. If an error is found on your tax return, made on our behalf, we will work with you and the IRS to rectify the issue, at no additional cost. We will also pay any interest or penalty that resulted from the error. However, we are not responsible for any actual tax liability and amount due, stemming from the error.

Client Portal

Free Services

Once we file your tax return, we consider you to be a client and will provide additional services at no cost. We will respond to any federal/state inquiry about your tax return at no charge. We are also available through out the year to answer any questions or provide free consultations on certain tax matters.

Client Portal

Payment

Payment is not due until you have reviewed the tax return(s), and are satisfied with our service. You will receive an eletronic itemized invoice where payment can be made with a click of a button. We accept debit cards and all major credit cards.

Client Portal

Records

We will maintain copies of all documentation you submited to help us prepare your tax return. We will also maintain copies of your complete tax return that was e-filed. These documents will be kept for 4 years. Copies will be provided for free upon request.

Free State Tax Return

Free State Tax Return

We will file one state return for free. Other state returns required to be filed will be charged an additional $39 per state.

Pricing

We price our services based on the form(s) required to file your tax return. Some tax returns are very simple while others can be quite complex. We believe charging per form is the most fair and transparent pricing model. We do not charge to enter any of your tax forms such as a W-2, 1099, etc. We do not charge to e-file your tax return as well. These are included in our base price.

Base Price

$99

What's Included?

  • Federal and 1 State Tax Return
  • Free e-file
  • Professional prepared tax returns
  • Access to your tax professional for a year
  • Peace of mind

Additional Charges:

  • Married Filing Status
  • Claiming Dependents
  • $25
  • $25

Additional Forms:

  • Schedule A - Itemized Deductions
  • Schedule C - Business Income
  • Schedule D - Capital Gains
  • $49
  • $69
  • $25

Still have questions? Or just want to discuss your situation?

Schedule an appointment when it's convenient for you.