Virtual Tax Prep
Anytime, Anywhere!
No Appointment Necessary — answer questions and submit documents using your mobile device or computer
To prepare your return virtually you must have:
- Working Mobile Phone Number/Email Address
- Reliable Internet Access
- Ability to Upload Photos/Documents
- Ability to Video Conference via Zoom
Powered by GetYourRefund!
Click the link above, follow the simple step-by-step instructions, and provide your information and documents. We’ll take it from there! An IRS-certified preparer will connect with you when your return is complete.
Important: be sure to have the documents listed below for a successful tax preparation.
Virtual Tax Prep in Partnership with GetYourRefund
What You Need
- Current Government-issued photo ID for taxpayer and spouse
- Social Security cards and/or ITIN letter for everyone listed on tax return
- 6419 Advance Child Tax Credit and 6475 Economic Impact Payment (EIP) stimulus letters
- W-2s, 1099s, 1099-MISC, 1099-NEC, 1099-R, 1099-SSA for all employers, retirement, and social security benefits (no pay stubs accepted)
- Childcare statement from all providers with address and tax ID number (or provide receipts with amounts paid)
- 1098s for education expenses paid, mortgage interest paid, property taxes paid and a list of any other itemized deductions
- 1095-A for Marketplace Health Insurance Coverage
- Bank account and routing number for direct deposit
- Copy of prior-year tax return(may be required for new credits)