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

START VIRTUAL TAX PREP

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)