Frequently asked questions

1. How does virtual tax preparation work?

We securely collect your documents online, prepare your return, and review it with you virtually before filing. Everything is done remotely—from start to finish.

2. What documents do I need to get started?

Valid photo ID (driver’s license, state ID or Government Issued Passport), Social Security numbers or ITINs (for you, your spouse, and any dependents), Profit & loss statement or bookkeeping records, last year’s tax return, W2s , 1099 NECs

3.How do I send you my documents?

We’ll provide a secure link to upload your documents through our encrypted client portal. No printing, faxing, or mailing required.

4. Is it safe to share my financial documents online?

Yes. We use encrypted, secure portals to protect your sensitive information and follow strict privacy protocols to ensure your data stays safe.

5. Can I speak with someone if I have questions during the process?

Absolutely. We offer phone and video support so you can ask questions and get updates throughout the process.

6. How long does it take to complete my return?

Turnaround time typically ranges from 2-5 business days after receiving all required documents. 

7. What if I have past years’ taxes that need to be filed?

We can help you catch up on prior-year filings and get you back on track, whether it’s one year or several.

8. Do you offer tax planning or just tax filing?

We do both. In addition to preparing your return, we provide year-round tax planning to help reduce liabilities and prepare for the future.

9. Who is your service best for?

We work with individuals, families, and small business owners including freelancers, side hustlers and self-employed professionals seeking expert guidance, convenience and peace of mind.

Get expert tax advice today!

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