How Virtual Filing Works.
Three steps. No office visit. Everything handled securely from your home.
What to Gather Before You Upload.
Don't worry about having everything perfectly organized. Upload what you have and we'll tell you if anything is missing.
- ✓W-2 from each employer
- ✓1099-NEC / 1099-MISC (freelance, contract)
- ✓1099-INT / 1099-DIV (interest, dividends)
- ✓1099-B (brokerage / investment sales)
- ✓SSA-1099 (Social Security benefits)
- ✓1099-R (retirement distributions)
- ✓1098 (mortgage interest)
- ✓Property tax statements
- ✓Rental income & expense records
- ✓Charitable contribution receipts
- ✓Medical expense records (if significant)
- ✓Home office measurements (self-employed)
- ✓Profit & loss summary or bank statements
- ✓Mileage log or vehicle records
- ✓Equipment & software purchases
- ✓Health insurance premiums paid
- ✓Quarterly estimated tax payment records
- ✓Prior-year Schedule C (if applicable)
- ✓LES or military W-2 (Box 12 codes)
- ✓PCS orders & moving expense records
- ✓Combat zone deployment dates
- ✓VA disability award letter
- ✓TSP contribution statements
- ✓ITIN documents (if applicable)
Not sure if something applies to you? Upload it anyway and we'll sort it out. Missing documents are the most common cause of delays.
Why Clients Trust Virtual Filing
With Their Most Sensitive Documents.
Virtual doesn't mean impersonal. It means your return is handled with the same care - on your schedule, from your home.
For clients who prefer not to use the portal, we offer document pick-up and delivery directly to your door. This service is limited and may not be available during peak filing season. Please contact us early in the season to arrange.
Virtual Filing Works for Every Situation
We Handle Them All.
Combat pay, PCS moves, SCRA/MSRRA protections, VA disability - handled virtually with the same precision as in-office.
W-2 filers, homeowners, life-event returns - upload your documents and we handle the rest.
Schedule C, quarterly estimates, home office, mileage - every deduction captured without a single office visit.
Remote workers, mid-year movers, and anyone with income across state lines - we get the credits right.
Brokerage statements, K-1s, rental income, depreciation schedules - complex returns handled completely virtually.
Fully virtual with portal guidance, or document pick-up and delivery for clients who prefer a hands-off experience.
Clients Ask.
We Answer.
Start Your Return Today.
No Office Visit Needed.
Submit your intake form and we'll reach out within one business day with your secure upload link and next steps. No appointment required to get started.