Virtual Tax Preparation

How does it work?

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1. Login or create an account through our secure portal, Verifyle. Upload all tax docs along with the Intake Form below.

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2. Schedule an appointment, so we can go over your results together, and/or gather any other details to complete your return. 

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3. We will send you a copy to Review and Esign. 

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4. Pay via email invoice with debit or credit card.  

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IMPORTANT: Please upload all tax documents in Verifyle at least 3-5 days before your appointment. We cannot accommodate same-day virtuals. If you prefer to get your return completed sooner, please visit us in-person.