Virtual Tax Preparation Service

In addition to in-person tax appointments, we also provide virtual tax preparation services so that you can take care of your taxes from the convenience of your own home or office. You will receive our same personable, thorough service from one of our tax experts who will conduct a full interview with you using video conferencing software that is both secure and easy to navigate. Even when meeting virtually, you can be assured that we will do everything we can to get you the best possible results on your return.

1. Call our office at 610-565-8009 to set up your virtual tax preparation appointment. We will set you up on our secure portal where you'll upload your tax documents at least 24 hours before your appointment.
2. A link to the virtual appointment will be sent to you in advance. All you need to do is log on at your scheduled time. We use secure video conferencing software that allows us to meet online and conduct an appointment just as if we were meeting in-person in our office.
3. Following your appointment, we will forward you your tax returns through DocuSign or our secure portal for your review and signature. Once we receive the signed documents, we submit the returns to the IRS and the states. You just sit back and wait for your refund.