Virtual Tax Preparation

How it works

We work hard to make tax preparation as easy on you as possible.

Everything is done virtually so you never have to worry about driving to an office (putting real pants on).

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Step 1:

Fill out our Tax Organizer

This is an encrypted online form.

 

Step 2:

Upload your documents

We use a bank-level safe online portal.

 

Step 3:

Book an appointment to review

Meet us for a friendly video chat. 

 TAX RETURN Pricing

Click below for an immediate price estimate before making any commitment.

Get your estimate here
(Our tax season begins February 1, 2020)

BELOW ARE STARTING PRICES

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We deliver the best refund possible, give you personalized attention, and offer insightful tax advice to help you grow your biz.

COMMON  QUESTIONS:

What sort of businesses do you help?

We specialize in doing taxes for online, service-based businesses. If you offer products with your services, that’s great (we do too)!

We also help handmade-product businesses (like Etsy shops).

If you run a brick and mortar business, click here to locate a local CPA.

Where are you located? Do you file taxes for my state?

Our team is based out of California, Colorado, Oregon, and Virginia! We work 100% online so all our clients must be able to communicate online and handle software online. We file tax returns for clients in all 50 states.

I'm not caught up on previous years' taxes yet, can you help me?

Yes. We can do back-tax work for up to three years back (2016) and will price it according to the workload, IRS correspondence needs, and complexity of the tax returns. Contact us.

Can you handle my sales taxes for me?

We offer guidance and referrals to SALT (sales and location tax) professionals but we do not offer any Sales Tax services with our bookkeeping and tax packages.

    I want to work with you next tax season, what should I do now?

    Get a price estimate! (click button above) Even if you don’t know all the details to your tax situation yet, learn the ballpark figures to help you determine your next move. 

      Can I pay you with my refund?

      We accept payment via debit/credit card or Paypal for tax prep fees. Payment is due before filing so paying with your refund isn’t an option at this point.

      I'm married, can you do his/her tax return too?

      This Q was really common last year. If you are married, it does not matter what each of you does for a living. You’ll file jointly. That’s a good thing; there are many benefits to filing jointly. Owning a business has nothing to do with your married filing status. No matter who owns what, you’ll both be on the personal tax return.

      You would only want to elect filing “separate” for very specific circumstances. (ie. one spouse owes the IRS a large sum of money, then you might want to file separately so you can get your own refund)

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