Remote Tax Prep - Simple, Secure, & Convenient

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We initiate your account, and you receive an email to activate your personalized, encrypted client portal.

Total data security and 24/7 access to your documents.

Use your smartphone or computer to securely drag-and-drop tax documents (W-2s, 1099s, receipts, and supporting documents) directly into your secure online portal. Receive confirmation once everything is submitted

Unless it's your preference, you don't have to mail or have an in-person visits.

Your advisor reviews all documents for accuracy and completeness.

- If anything is missing, we’ll notify you promptly  

- You’ll always know exactly what’s needed  

- We prepare your return using professional tax software  

- All eligible credits, deductions, and tax‑saving opportunities are applied  

- Accuracy and compliance are our top priorities 

Review your completed return in the portal. Ask questions, request changes and approve when ready. Once approved, securely sign your authorization form (8879) digitally. Nothing is filed without your authorization.

No printing, scanning, or faxing.

We electronically file (e-file) your return for faster processing and upload a final copy to your portal for your records. You receive confirmation when it’s accepted by federal and state agencies.

Faster refunds and secure, digital storage.