To ensure we can serve you as quickly and efficiently as possible, please only begin our virtual process once you have all the required documents, ensure you can take and upload clear photo of these items, check the online portal for new requests and information regularly (at least daily), and understand that delays will occur during times of high demand, such during the last few weeks of tax season. Beginning the virtual tax preparation process before you have received your W-2, 1099, or other tax forms.Missing the appointment call with your tax preparer.Missed communication from virtual tax volunteers.Unclear or illegible photos of documents uploaded.However, there a few common reasons for delay: If you upload all your required documents at once and are available, our volunteers can have your return completed in as little as two days. Unfortunately, we cannot walk you through each step of the process. You must be comfortable navigating an online platform.If you do not have access to a suitable camera (such as a smartphone camera) and/or a scanner, we recommend that you visit an in-person site.
You will need to be comfortable taking clear, legible photographs of all your documents and be comfortable taking a picture of yourself.If you do not feel comfortable sharing this information virtually, we recommend that you visit an in-person site instead. You will need to submit very sensitive information, such as your Social Security Card, Photo ID, tax documents, and bank information (if you wish to direct deposit) through an online portal.However, there are a few things to consider if you wish to use our virtual tax services: Our virtual tax volunteers can also answer any questions you might have. In a lot of ways, it isn’t any different- a team of volunteers will receive and review your tax and income documents, they will prepare your return, check it for any errors, and submit it to the IRS on your behalf.
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