Remote Tax Service

Our remote tax services offer the opportunity to submit, review and complete your tax returns electronically with a phone interview and a final review prior to filing.

The process works as follows:

  1. Submit your documents using one of the following:
    • Client Portal – we will email you an invitation to our secure client portal, and you upload your tax documents after creating a unique username and password.
    • Email – we send a secure, encrypted email link, and you attach your tax documents in your reply email.
    • Fax
    • Traditional Mail
  2. Setup a call to review any outstanding questions and/or recommendations.
  3. Receive a pdf and/or paper copy of your tax return and electronically sign for filing after a final review of your taxes.