File Taxes Now - Virtual Option
Before you begin, please ensure you have digital copies of all the necessary documents ready on the device you will use to complete this intake. This includes W-2s, 1099s, deduction receipts, and any other relevant tax documents.
Smart Intake Form
1. Enter your personal information (name, address, social security number, etc.).
2. Upload your tax documents. Follow the prompts to upload your W-2s, 1099s, receipts for deductions, and any other necessary forms. Ensure each document is clear and legible.
3. Review the information entered and documents uploaded to ensure everything is complete and accurate.
Schedule a Confirmation Call
Choose a convenient date and time for our office to call you to confirm your documents.
Final Appointment Scheduling
Schedule your final appointment to have Daryl Hall complete your taxes.