Rather than bringing your tax documents into our offices, you can now upload them to us using our Secure Client Portal. This way we can prepare and eFile your taxes without you ever having to leave your home.
You give us your name and email address. We will create a Folder for you with your name on our Secure Client Portal. We will notify you via email that the Folder has been created. You then log onto the Secure Client Portal with your email and create a password.
You then Upload all your relevant tax documents into your Personal Folder. We are automatically notified that you have uploaded documents. Then we access the files and prepare your taxes. We then upload your tax and eFile documents to your Personal File. You download them, sign them, and upload again to your Personal Folder.
We then access all your signed documents and send them in to the IRS.
Please contact us by phone or by email if you are interested in Virtual Filing.
