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

1. Call our office at 610-565-8009 to set up your virtual appointment. Our office administrator will set you up on our secure client portal where you will upload your tax documents at least 24 hours before your virtual 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 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.

---

Our team is available to answer any questions you may have and help you walk through the process. Virtual tax preparation is a safe, easy and convenient way to connect with our tax experts for professional service that you can trust.

---