Virtual tax preparation

Schedule yourvirtual tax appointment.

Professional tax preparation from the comfort of your home. Select a service, choose a convenient time, and let’s take the next step together.

100% virtualMeet from anywhere

Personal serviceClear guidance at every step

Work with a professionalSupport tailored to you

1
Choose a service
Select the support you need.
2
Select a date & time
Choose a slot in your timezone.
3
Your details & confirmation
Enter your name and email, then confirm.

Choose a service

Individual tax preparationIndividual federal preparation starting at $89. State preparation and additional forms are quoted separately. Mixed-income returns receive a personalized quote.Small business tax preparationSmall business federal preparation starting at $310. State preparation and additional forms are quoted separately. Approve your full quote before preparation begins.Free tax consultationA free, 30-minute conversation about your tax preparation needs.

Need another service or help choosing? Call (626) 927-7600.

Choose your time & complete your booking

Select your date and time, checking the timezone shown. Then enter your name, email, and any optional notes, and select Confirm to finish.

Individual tax preparation

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Please don’t include Social Security numbers, tax documents, or financial account details in your booking. We’ll guide you through secure document sharing separately.

What happens after you book

Review your booking email

Check the appointment details and meeting instructions sent to your email.

Meet virtually

Use the meeting instructions provided with your appointment.

Prepare with confidence

We’ll explain the next steps and how to share your documents securely.