INITATE Client Account   Click on "INITIATE Client Account" to receive an email from ("[email protected]") to activate a lockbox account with "Client Xchange"  
​WHY USE VIRTUAL TAX PREPARATION?

  • Electronic Tax Filing allows you to file your taxes safely from the comfort of your home or office
  • Secure lockbox to share important documents
  • It's more accurate 
  • Expedites your income tax refund
WHAT IS VIRTUAL TAX PREPARATION?
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  • ​Virtual Tax Preparation is not about filing your tax return using DIY Tax Software.
  • Virtual tax preparation is having an expert prepare your tax returns without leaving the convenience of your home or office.
  • You simply schedule an initial consolation with your Tax Agent that assesses your tax situation and goals.
  • After completing a secure online questionnaire, you can easily upload all tax documents.
We use ​Client Xchange virtual tax portal to keep your data secure. 
After your account setup is complete, you will be able to upload documents specific to your tax situation and we'll guide you through the rest of your return to maximize your return and expedite your refund.
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Submit your return, sit back and relax. You'll be notified upon acceptance of your return by the IRS.