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).


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. 


Below are our starting prices.

To get a personalized quote (no commitment), click here.

Please read FAQs below.

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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.



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.

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. 

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

Yes. You can fill out this tax quote form here for a price estimate. We will begin filing tax returns with extensions in June. We stop in September.

I did my 2018 taxes but received a letter from the IRS, can you help?

We request that you schedule a tax consult with Melissa so she can devote time to digging into your financial situation and then offer guidance. For complex circumstances, we can offer further assistance in resolving the issue with the IRS directly. This is determined case by case.

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

We are happy to offer referrals to amazing bookkeepers who do clean-up work but 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.

    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 this past 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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