Experience Hassle-Free Tax Filing With Our Virtual Services

Tax Preparation

Standard Tax Return

For clients who need their personal taxes prepared. This service includes:

  • Preparation and e-Filing

    • We will prepare and file Federal 1040, corresponding personal forms and schedules, state forms, and itemizing if needed.

  • Document Portal

    • You will have access to your tax documents through our online document portal in case you need them throughout the year.

  • e-Signature for Tax Documents

    • Review your tax return and sign it directly from your smartphone, tablet, or computer without having to interrupt your busy schedule or leave the comfort of your home.

download__2_-removebg-preview

Business Owner Tax Return

For clients who are self-employed or have a mixture of self-employed income and other types of income. This service includes:

  • Preparation and e-Filing

    • We will prepare and file Federal 1040, corresponding personal forms and schedules, state forms, and itemizing if needed.
    • We will prepare and file either the schedule listed or a combination of the following schedules listed: Schedule C - Profit or Loss From Business, Schedule E - Income or Loss From Rental Real Estate, Schedule F - Profit or Loss From Farming, Schedule D - Capital Gains and Losses, etc.

  • Document Portal

    • You will have access to your tax documents through our online document portal in case you need them throughout the year.

  • e-Signature for Tax Documents

    • Review your tax return and sign it directly from your smartphone, tablet, or computer without having to interrupt your busy schedule or leave the comfort of your home.
    • We work by appointment only. Please book your appointments in advance by using the button below. (After you book your appointment, keep an eye out for emails from us.)

Things To Know

  • Our tax professionals are trained and a part of the annual filing season program. They stay up-to-date on the latest tax laws.

  • Every tax return we prepare is double-checked by a second Insta Tax professional to ensure our accuracy.

  • Your Peoples tax professional will communicate with you throughout the entire process via phone and email.

  • Once your tax return is completed, your tax pro will go over your tax return with you and answer all of your questions.

  • When you’re ready, you can sign through our secure portal, or you can come to one of our offices to sign if preferred.

  • Credit card payments can be taken on our secure website or by phone. Or you can pay $0 upfront cost for your tax prep fees and have them taken out of your refund.

  • Have a question you don’t see answered here? Email us, and we’ll get right back to you!

File Now
credit cards

Curious About Our Tax Preparation Pricing?

We are competitive with the national tax firms, lower than most CPAs, and are a true value. Your cost is based on the complexity of your income tax return, without regard to the amount of your tax refund or time taken to prepare your return. If you’re not completely satisfied with our tax preparation service, you may decline to accept the return, and there will be no fee. We will be glad to provide an estimate without obligation.

Secure Client Portal

For your peace of mind, our client portal employs the very latest in tried and tested security innovation, which means you know that whatever it is you are sending, sharing, or saying, you can be absolutely confident that no one else is intercepting or viewing your material. Your security and privacy are a top priority.

FAQs

Virtual tax preparation lets you file your taxes with a remote tax professional from the comfort of your home without having to make an office visit. Your tax prep is done by a skilled tax pro who will reach out with any questions at your convenience. All you have to do is upload your tax documents to your secure account, connect with your tax pro and review them, and relax at home (or wherever you like) while your tax pro completes your return.

Despite efforts by the federal government to simplify the tax code, handling your own tax returns can be costing you. DIY software is a great solution if you have a simple tax situation. However, if you have rental properties, investments, sale of assets, or perhaps a business, handling your own taxes might be costing you more than what you think you might be saving by not paying a tax professional to prepare and file your taxes. An incorrect return can result in assessed fines and penalties by both federal and state taxing agencies. Receiving letters from the IRS or your State Department of Revenue can be confusing. Therefore, a tax professional can assist in preparing your returns accurately and help you in the event you receive correspondence by the IRS or State Department of Revenue.

In the past, before DIY tax software was even available on the market, most taxpayers had to schedule an appointment with a local accountant, drive to their office, and wait in line to complete their returns. Today, however, there is a much more efficient solution. Virtual tax preparation allows you to still have your taxes completed by a tax professional, without the need to schedule a meeting and bring binders of paperwork you collected in order to file your tax returns. All documentation you receive can be easily uploaded securely to your portal without the need to leave your home or office. You can easily snap a picture of a tax document and upload it securely to your virtual tax expert. Most companies provide digital copies of tax documents, including W-2, mortgage interest, investment summary reports, and 1099s which makes uploading these documents extremely easy.

While we cannot speak for other virtual accounting offices, we take client sensitive data security very seriously. The form we use to exchange client information uses a high level of encryption technology—the same technology used to access your online banking information. Since your sensitive financial information is now stored in a highly secure cloud system rather than in a traditional filing cabinet at your local accountant’s office, your information is much more protected and secure.

You have different options to pay for your tax prep. You can pick what’s best for you. You can choose to use your debit or credit card to pay at the time of filing, or you can choose to pay $0 upfront with our Assisted Refund product, and your tax prep fees will be deducted from your tax refund.

Once you've uploaded all of your documents, your tax pro will work to complete your return within 7 days.

They will take the time to understand your personal tax situation and get you every credit and deduction you deserve. You and your tax pro will communicate by exchanging secure real-time chat messages or by scheduling a phone call with your tax pro at a time that's convenient for you. When ready, your tax pro will prepare your tax return in a timely manner.

The IRS accepts digital versions of paper documents; therefore, keeping all your records in a digital format allows you to save space and reduce the chance that important financial documents can become illegible or destroyed over time. Tax documents stored in a hot attic for seven years could become illegible, which can be a real issue if you were audited by the IRS. Virtual tax preparation allows you to download a copy of the tax return and store all documents indefinitely without the need to print out any documentation.

As a virtual accounting firm, Insta Tax will offer you highly trained and experienced tax professionals to assist with all of your tax filing needs. Whether you have a more complex individual tax return to file, a business, or revenue from international sources, we have all your filing needs covered. Leverage the expertise of our highly trained tax professionals to assist you with your tax needs directly from the comfort of your home or office.