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TAX SERVICES

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What is it like to work with a virtual tax pro?

  • Custom Client Portal Set Up

    All of my clients are set up with customized Client Portals. All of your Tax Organizers, emails and pretty much everything between me and you will be in this portal. You will have a password to enter into your portal and will be able to log in and out as you gather your tax items.
  • Jan 26, 2019

    Upload Your Documents

    Attached to the portal will be an encrypted link to upload your documents. I do not consider email a secure form of communication so any tax items like W-2's, 1099's, 1098's will be uploaded to my secure portal. 
  • Jan 26, 2019

    1st Draft of Return

    Once I receive everything, I will start your return. I will reach out to you if I have any questions or if I think that anything may be missing. 
  • Jan 26, 2019

    Meet With Me Online To Review

    Once I complete your 1st draft of your tax return, I will reach out to you so we can chat. We will go over everything to make sure all looks good and to answer any questions you may have. 
  • Jan 26, 2019

    File Your Return

    After we are done, you will electronically sign your Tax Return and then I will transmit the return to the IRS and State (if applicable) and send you a final copy for your records.

READY TO GET STARTED?

fill out my contact form and I'll be in touch soon!
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How much does all of this cost?

IN ADDITION TO YOUR INDIVIDUAL RETURN
IN ADDITION TO YOUR INDIVIDUAL RETURN
*Disclaimer: These are the prices for my most common tax packages. If you have other tax situations in addition to the above please contact me for a custom quote.

Nacondra's business name says it all. Her services are truly exceptional. She is prompt, friendly, and genuine. She even went above and beyond to do some research for me, I can't wait to work with her again in the near future! I would give ten stars if I could.

Meagan Mae

I don't think words can express what this company as done for me, I was at a point where I didn't see the light at the end of the tunnel. However when EXCEPTIONAL got involved things changed quickly and for this I'm so ever grateful!! I will and have recommended them to people I know near and far so hopefully when reading this you will jump on board and let them handle your financial issues and taxes!!!

Corey

5 Bookkeeping tasks to do each month

5 BOOKKEEPING TASKS YOU SHOULD BE DOING EACH MONTH

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