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Your Trusted Virtual Tax & Insurance Service

Expert tax planning, health insurance, and immigration consulting for solopreneurs. Schedule your appointment today!

Rated 5 stars by clients

★★★★★

Expert tax planning and preparation for solopreneurs with secure virtual appointments available.

Assistance with ACA, Medicare, and health insurance options tailored for your needs.

Support for family petitions, citizenship, and work/green card renewals through virtual consultations.

Convenient scheduling for all services, ensuring flexibility and confidence in your consultations.

Your Trusted Virtual Tax Experts

Providing comprehensive tax, health insurance, and immigration consulting services tailored for solopreneurs. Experience flexibility and confidence with our secure virtual solutions.

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Client Satisfaction

File your U.S. tax return easily and confidently from anywhere in the world. Our virtual tax preparation service ensures you can navigate tax season with significantly less stress and hassle. Rather than spending time waiting in an office, you can continue with your daily routine—whether you're working, studying, shopping, or relaxing. You'll receive the same level of support, guidance, and service as you would at a traditional tax firm, but without the wait or inconvenience.

Virtual Tax Filing Steps

  1. Schedule a Virtual Appointment
    Book a convenient time for your virtual tax filing appointment. You'll receive a confirmation email along with a detailed tax checklist to help you organize your documents. Review this checklist to ensure a smooth and efficient preparation process.

  2. Phone Consultation and Document Submission
    During the scheduled appointment, we’ll connect via phone. You’ll have the option to scan or take pictures of your tax documents using your smartphone, then upload them through our secure, encrypted client portal. If you prefer, you can also send your documents via fax—whichever method works best for you.

  3. Document Review and Pricing
    We will carefully review your documents, answer any questions you may have, and provide a price quote for the service. In most cases, we complete tax returns during the initial appointment.

  4. Identity Verification
    Once you approve the quote, we'll request proof of identity, including a picture ID and Social Security Cards for all individuals listed on the return.

  5. Receive Your Finalized Tax Return
    After the process is complete, a copy of your finalized tax return will be emailed or mailed to you for your records.

Additionally, we offer multiple options for receiving your refund. You can even choose to have your preparation fees deducted from your refund, with no out-of-pocket expenses.

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The Benefits of Our Virtual Tax Preparation Service

  • Flexibility and Convenience
    With virtual tax preparation, you’re in control of your schedule. No need to adjust to someone else’s availability—complete your taxes when it suits you. Whether you want to tackle it all at once or spread it out over time, you can do so from the comfort of your home or office, wherever you feel most at ease.

  • Confidence and Accuracy
    Unlike generic tax software, which leaves you relying on automated programs, our virtual tax preparation service guarantees accuracy and ensures you receive the maximum refund possible. We stay up-to-date with the latest tax laws, providing you with peace of mind and expert guidance throughout the process.

  • Faster Processing and E-Filing
    One of the key advantages of virtual tax preparation is the speed of e-filing. Your completed tax return is transmitted directly to the IRS electronically, eliminating the delays caused by paper mail. This means faster processing and quicker access to any refunds. Plus, the IRS can deposit your refund straight into your bank account, saving you a trip to the bank.

  • Digital Documentation
    Say goodbye to stacks of old tax records! With our virtual service, your tax documents are stored digitally, giving you easy access whenever needed. You can retrieve, share, or download your tax history with just a few clicks, ensuring your records are organized and readily available at all times.