Getting Started

Are you looking for a convenient and simple option to file your taxes? Set up a virtual appointment today with one of our seasoned tax experts. All you need to do is upload your documents through our client portal and have access to a video call to verify your identity. We’ll do the rest.

Steps to start your virtual appointment

  1. Click here to view a list of our tax preparers
  2. Hit the “Book Virtually” button to choose a time and date
  3. You will receive a confirmation email of your request
  4. Within 24-48 hours, you will receive an additional email with your link to join the tax preparer virtually and a list of information you need to have on hand for the first chat
  5. Your tax preparer will begin the process of filing your return
  6. It’s that simple!