Virtual Tax Preparation
Let Taxes by Tara take the stress out of taxes for you!
Our virtual tax preparation service allows you to work with an experienced tax professional from the comfort of your home or office.
When you work with us, you will get personalized attention from an experienced tax professional who will help you navigate the complexities of filing taxes. We will prepare your return at your convenience and answer any questions or concerns that may arise throughout the process.
We want to walk you through the process so you know what to expect when you hire Taxes by Tara to prepare and file your tax return.
- We will provide you access to our online secure portal. You can access the portal on your computer or download the app on any device.
- To get started, we will send you our engagement letter (contract) for you to review and e-sign. This document outlines the scope of our services and other important information about working together.
- We will provide an organizer (questionnaire) for you to complete and upload your tax documents securely in the portal.
- We will review your organizer and provided tax documents and communicate with you if we need additional information.
- When your tax return is ready, we will upload it, along with the invoice and Form 8879, to your account.
- After you pay your invoice, you can review and download your tax return. When you are ready to file your tax return, please sign Form 8879, authorizing us to file your tax return electronically.
- After you sign Form 8879, we will electronically file your tax return.
At any time in this process, you can contact us via chat in the portal, email, phone call, or schedule a Zoom or Teams meeting. Use the “schedule” link to schedule an appointment with Taxes by Tara.
We are committed to helping you every step of the way in filing your taxes accurately and on time.