Contact Me
Schedule a Zoom or phone consultation at your convenience. Let’s make tax season stress-free together. I look forward to helping you simplify your taxes with expertise you can trust.
F.A.Q.
Top 10 Frequently Asked Questions
How does virtual tax preparation work?
Virtual tax preparation is a convenient and secure way to handle your taxes. You’ll upload your documents through a secure portal, and we’ll communicate via phone, email, or Zoom. I’ll prepare your return and review it with you before filing. It’s efficient and stress-free!
Is my information safe when shared virtually?
Absolutely. I use encrypted software and secure file-sharing platforms to protect your sensitive data. Your privacy and security are my top priorities.
What documents do I need to upload?
• A government-issued ID
• Social Security cards for yourself and dependents
• Income forms like W-2s or 1099s
• Receipts or records for deductions
• Last year’s tax return, if available.
I’ll provide you with a detailed checklist to ensure you have everything ready.
Can we still have a face-to-face consultation?
Yes! We can schedule a Zoom meeting to go over your tax return, answer questions, and ensure you’re comfortable with every detail before filing
How do I upload my documents?
I’ll send you a secure link to my client portal where you can easily upload your tax documents. If you’re unsure about the process, I’m here to guide you step by step.
What if I don’t have all my documents yet?
That’s okay! Start by uploading the documents you have, and let me know what’s missing. We’ll work together to ensure your return is complete before filing.
How much do you charge for virtual tax preparation?
My fees depend on the complexity of your return. After a short consultation to assess your needs, I’ll provide a clear and upfront quote with no hidden fees.
What if I have questions after my taxes are filed?
I’m here to support you year-round. Whether you have follow-up questions or need assistance with a tax notice, I’ll be available to help even after your return is filed
Can I file virtually if I’m self-employed or own a business?
Absolutely! I specialize in virtual tax preparation for individuals, small business owners, and self-employed professionals. I’ll help you maximize your deductions and ensure compliance.
What if I need to amend my return later?
No problem! If an amendment is needed, I can help you file a corrected return quickly and accurately.