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:
- 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.
- Traditional Mail
- Setup a call to review any outstanding questions and/or recommendations.
- Receive a pdf and/or paper copy of your tax return and electronically sign for filing after a final review of your taxes.