Virtual Tax Clients
Follow these "Fresh Steps" to have your taxes completed in a timely manner
Virtual Tax Preparation
Walk-through
CLICK BELOW TO WATCH FIRST!
STEP 1
(Please read or listen to all of the STEPS before starting the tax intake process)
1. If you need to make an appointment with Fresh Start, Please click here:
Click the button below to access "Taxes To Go" App:
Current Year Tax Filing- 2024 Tax Year
You may utilize the Taxes To Go app for the 2024 Tax Year and you should also complete the Client Intake/Engagement form below, which pertains to you and your situation. Please answer all questions that are necessary for yourself, dependents claimed, and business information (if applicable).
For W2, Self-employed (Sole Proprietors and LLC Elections), & 1099 Contractors Only
For Corporation and Partnership only
Previous Tax Year Filings
If you need to file for a previous tax year, please select the year and complete the form of the year that needs to be filed:
(Please do not utilize the taxes to go app for Previous Years)
If you need to file for a previous tax year, please upload your necessary documents to the previous year Intake Forms above instead of using the Taxes To go App.
Tax Amendments only:
Please upload the tax return that needs to be amended and complete the intake form by clicking the button above.
STEP 2
Your Tax Professional will complete your return and contact you, with any questions or concerns.
STEP 3
Each client will be entered into our Client CRM and receive a telephone call regarding the final findings for your tax return. This information will include your refund amount or the amount that you may owe, along with the service fee.
Click below to email us for any questions or concerns that you may have.
STEP 4
Once the terms are accepted, the client will need to:
1. Sign the Return (The Tax Professional will give instructions from here)
and
2. Sign the Consent Forms below:
STEP 5
The Pay Options will be discussed with the client. Once all details have been discussed, an invoice will be sent to the email on file.
Each client will receive access to their own personal portal where their digital return will be accessible.
