Virtual Tax Preparation
File Your Taxes From Anywhere in Five Fresh Steps.
Follow these steps to have your taxes completed in a timely manner. Please watch the walk-through and read all of the steps before starting your tax intake.
Start Here
Virtual Tax Preparation Walk-Through
Watch this first so you know exactly what to expect.
Start Your Tax Intake
Choose the section that fits your situation. Answer all questions that apply to you, your dependents, and your business (if applicable).
Get Set Up
Book an Appointment & Get the App
Need to meet with us? Book an appointment. Then download the Taxes To Go app to upload your documents for the 2025 tax year.
Book an AppointmentDownload the Taxes To Go AppCurrent Year · 2025 Tax Year
2025 Client Intake & Engagement
For W-2, self-employed (sole proprietors and LLC elections), 1099 contractors, and retired/senior clients. Use the Taxes To Go app and complete this form.
2025 Client Intake & Engagement FormCorporations, Partnerships & Estates
2025 Business Intake Forms
For corporations, partnerships, and estates and trusts only. Complete the form that applies.
Need More Time?
2025 Tax Year Extension
An extension gives you extra time to file your return, not more time to pay. The payment submitted here goes toward your final tax prep fee (not the IRS). If you owe taxes, a separate payment may still be required.
2025 Tax Year ExtensionPrevious Tax Years
File a Prior Year Return
Select the year you need to file and complete that year's intake form. Upload your documents to the intake form.
Please do not use the Taxes To Go app for previous years.
Amendments Only
Amend a Tax Return
Upload the tax return that needs to be amended and complete the amendment intake form.
Amendment IntakeAfter Your Intake
What Happens Next
We Prepare Your Return
Your tax professional completes your return and contacts you with any questions or concerns.
Review Call
You'll be entered into our client CRM and receive a call with your final findings: your refund or amount owed, plus the service fee.
Sign
Once you accept the terms, sign your return (your tax professional will give instructions) and sign both consent forms.
Invoice & Portal
We discuss payment options with you, then send an invoice to the email on file. You'll get access to your own personal portal with your digital return.
Questions?
Just Reach Out. We're Here to Help.
Call (678) 329-9241 · Email [email protected]
Hours: 10 AM – 6 PM Eastern