Virtual Tax Preparation – Phoenix Tax Consultants

Virtual Tax Preparation

Make as little or as much of your tax preparation experience as you’d like virtual! Have a tax professional complete your return without ever leaving the comfort of your own home. Pajamas totally allowed.

  1. Request a link – Call the office at (610) 933-3507 and let us know you’d like to work virtually. We will send you a personalized link to our secure online portal.
  2. Once you’ve uploaded your documents, have a virtual meeting with your tax preparer to go over any questions and finalize your return.
  3. Review and e-sign your return.
  4. Pay online via check or credit card through our secure invoice system.
  5. Your returns are efiled, where applicable, and you receive a PDF copy for your records.
  6. Your refund or tax payment can be direct deposited or drafted directly from your bank account.

Want to upload your documents electronically but pay us person? Or prefer to receive a paper copy of your return? No worries! We can mix and match how things are done to fit your needs. Give us a call today!

Now Preparing Extensions and Strategic Planning - Don't Wait Until Tax Time!