Virtual Tax Appointments

These days, everyone is finding new ways to get things done - from how to shop to staying connected with friends. We believe tax preparation is no different. That's why we offer Virtual Tax Preparation, which lets you tap into our tax expertise from the comfort of your home.


THREE EASY STEPS

  • Scan or Photo your tax documents*

  • Upload the PDFs or Photos to our Secure Client Portal

  • Sit back and relax while we complete your tax return with an eye toward maximizing your refund!


During the preparation of your tax return, should any clarification be needed, we'll reach out to you via email, call, or video conference. On completion and receiving your approval, we'll e-file your return to expedite the deposit of any refunds directly to your bank account.


*Learn how to create PDFs from photos taken with your iPhone or Android devices. For clients local to Santa Clarita and the surrounding valleys we're happy to arrange for a secure drop-off of your physical "document packet." We also accept traditionally mailed documentation deliveries if preferred.

RATES

Individual Tax Return - $300.00 **

Corporate Tax Return - $550.00 - $1035.00 **


For families with children filing W2s, we're happy to add their W2 Tax Returns for an additional $125.00 per child.
** Of course, with all Tax Returns there can be situations that require rate adjustments due to unique complexities. After our initial review of your documents, if a rate adjustment is required, we'll reach out to review with you prior to proceeding.

PAYMENT

We accept payments through Venmo, by check, or cash. Your Tax Return will be e-filed upon our receipt of payment. Feel free to call us at 661-272-0300 with any questions.