Online tax preparation solutions have brought a new level of convenience. But as easy as DIY programs market themselves to be, they still lack the expertise and value only human advisors can provide. Professional preparers answer your questions and guide you to the deductions and strategies that minimize your tax burden and maximize your chance of a refund.

Live experts, not generic software§ 2.1

Instead of clicking through a generic program and trusting that downloadable software will fit your specific needs, our virtual service leverages technology that puts a live expert at your side — anytime. With extensive real-world experience, we’re available for even the most complex tax issues.

What virtual preparation covers§ 2.2

  • 02.01Individual preparationPersonal
  • 02.02Business returnsSmall business
  • 02.03Gift & estateForms 706, 709
  • 02.04Partnership & corporate1065 · 1120
  • 02.05Succession planningMulti-year
  • 02.06Out-of-state returnsResident · non-res.
  • 02.07Business start-upsEntity setup
  • 02.08Ex-patriotForm 1040-NR

Why clients prefer it§ 2.3

  • Flexibility. Prepare when you want — all at once, or a little at a time.
  • Confidence. No relying on a software manufacturer to get the rules right. Accuracy we stand behind.
  • Speed. E-filing transmits returns instantly. Refunds land in your bank.
  • Digital records. No boxes of old returns in the closet — everything lives in the portal.