How Virtual Tax Preparation Works

Send your W2 or 1099 electronically and securely through a provided Dropbox®

link.

Your tax appointment is held by videoconference using Zoom®. The “Share Screen” feature allows you to see every step of the preparation. 

Your taxes are electronically filed. Copies are delivered to you electronically. Refund is directly deposited in your bank account or received by mail as a check.