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Virtual Tax Preparation

How Virtual Tax Preparation Works:

The Benefits of Choosing Your Taxes Made Simple, Inc., Your Virtual Tax Preparation Firm.

 At Your Taxes Made Simple, Inc., we believe in making the client's experience professional, convenient and just plain SIMPLE.  Virtual Tax Preparation is the newest and most technologically savvy way of having your taxes figured.  It allows our clients to experience the tax season with far less stress and anxiety.   Read below to understand how Virtual Tax Preparation works and what you can expect when you have your taxes figured virtually

  • Clients can upload their tax documents via our secure and encrypted client portal or via fax, whichever method is most convenient for the client.  Our Client Portal supports Word, Excel, PDF, QuickBooks, TIFF, GIFF, JPEG, and Bitmap.

  • Clients do not have to waste time before work, during their lunch break, or after work sitting and waiting for a tax preparer to figure their tax return in any of our offices.    Why should clients waste their valuable time waiting when they can carry on with their normal routine of working, sleeping, shopping, being in class, studying, etc?  We can download the documents they have uploaded from the secure & encrypted Client Portal, figure their taxes, upload their completed return back into their very own private client folder and notify them via e-mail or text (client’s preference) when the return is complete for their review.  Clients have access to their personal Client Folder 24/7.  If we notify the client that we need additional documentation, no problem, just upload the document(s) when it is retrieved and we will know immediately.  No need to find time during the day to bring it in to the office. 

  • Clients will receive their very own login and password & their very own private, encrypted Client Folder.  Clients will then be granted access to our Client Portal where they will review our Welcome Letter, Written Guarantee, Privacy Policy, Consent forms and read information regarding our banking product options.  Clients will sign the necessary forms, then complete the Tax Organizer (Client Questionnaire) and upload their tax documents for preparation.  Clients will receive the same guarantee of accuracy, assistance and customer service as any brick and mortar retail tax firm, without the in-store wait and from the comfort of their own home, from school or even from work.

  • It’s as SIMPLE as that! Clients complete the questionnaire, upload tax documents, receive notification that the return is complete and it’s done! It’s practically painless! Once the return & invoice have been reviewed & agreed upon by clients, the clients return to our website where they may pay their invoice.  The client will be able to sign his or her return from any location and from any smart phone.

  • Because Your Taxes Made Simple, Inc. stands behind its guarantee, if you find our service to be less than par, we will make every attempt to make it right.   Please know that under no circumstances are clients under any obligation to file their taxes with us. We will immediately delete the clients’ account, private folder & all of its contents in our Client Portal.

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