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

Below are our starting prices. You can receive a custom price estimate before making any commitment.

Join our waitlist!
(first come, first serve)

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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.

10 COMMON

TAX 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, and Oregon! 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.

Can you do both my business and personal tax return?

Yes! Come tax time, we'll do your personal tax return as well as your business taxes. Join our waitlist.

We offer business taxes for the following entities:

  • Sole proprietors
  • Partnerships
  • S-corporations
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 (2015) and will price it according to the workload, IRS correspondence needs, and complexity of the tax returns. Contact us.

I filed an extension for 2018, are you accepting new tax clients?

No, we are fully booked for October's deadline. 

My books are a mess! Do you do clean-up work?

Please contact Annette Bevers, CPA for clean-up work as we do not offer those services.

If you are interested in working with us for tax reasons, we ask that you have your books professionally brought up to date before we dig into your records. 

Can you handle my sales taxes for me?

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

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

    Get in contact with us! If we can help it, we like to learn about our clients and their bookkeeping situations before actual tax time. If bookkeeping help/guidance is needed, we can steer you in the right direction before it's too late.

      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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