No office. No problem. Here's exactly how remote filing works.
If you've never worked with a tax preparer remotely, here's precisely what to expect at every step — from booking your first consultation to your completed filing.
1. Book
STEP 01Choose a consultation time that works for you — early morning, evening, or weekend.
2. Connect
STEP 02We talk by phone or video about your situation, so we understand exactly what you need before anything moves forward.
3. Get your document instructions
STEP 03Once your service is confirmed, we'll send clear instructions for submitting the documents your specific filing needs.
4. Provide documents
STEP 04Submit the requested information digitally, at your own pace — no printing, scanning, or office visit required.
5. We review
STEP 05We review what you've sent and follow up directly if anything else is needed — by email, text, or call.
6. We prepare
STEP 06Your filing or service is completed and checked against our accuracy review process.
7. Review & complete
STEP 07We walk you through the completed work, answer any questions, and e-file directly where eligible. You get confirmation and clear next steps — all remotely.