Virtual Tax Preparation

 UPDATE: Tax season has been extended to July 15.

We will be taking new clients through May 15. Please click the button below to get started.

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. 







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.

Are you accepting new clients?

Because of the extended tax season, we are still accepting new clients to file 2019 taxes.

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 need a bookkeeper, can you do my bookkeeping?

Currently we are only offering tax preparation services. We can refer you to some awesome bookkeepers in our network to get your books all in order.

    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.

      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)

      Pin It on Pinterest

      Share This