How Virtual Tax Preparation Works
With 3- Easy Steps
- Document Exchange
Send your W2 or 1099 electronically and securely through a provided Dropbox®
link.
2. Tax Preparation
2. Tax Preparation
Your tax appointment is held by videoconference using Zoom®. The “Share Screen” feature allows you to see every step of the preparation.
3. Filing
3. Filing
Your taxes are electronically filed. Copies are delivered to you electronically. Refund is directly deposited in your bank account or received by mail as a check.