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.
- 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.
- Once you’ve uploaded your documents, have a virtual meeting with your tax preparer to go over any questions and finalize your return.
- Review and e-sign your return.
- Pay online via check or credit card through our secure invoice system.
- Your returns are efiled, where applicable, and you receive a PDF copy for your records.
- 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!