PLEASE INCLUDE THE FOLLOWING INFORMATION IN FIELDS TO THE RIGHT.  BELOW IS A STEP BY STEP INSTRUCTION FOR YOU TO FOLLOW.

 

Name:      Taxpayers First and Last name

Email:       Best email to confirm appointment

Phone:     123-123-4567 (10 digit number) 

D&T Preference:  Dates & Times your Available (pst)

Subject:   Virtual Tax Appointment 

Message:  Please Include the following info below

 

• The State your from other than California

• Indicate to us If you have internet access

• How we can expect to receive the documents from you.(Scan or Fax or Picture)

 

Please make sure that you send all of your Tax Documents* that apply to you 3 days prior to your confirmed Virtual appointment time for better time efficiency. Email them in PDF Format to: virtualonlinetax@gmail.com or

Fax (Attention Data Entry Dept) 562-395-9991

 

*Documents include: , W2's, 1099's (all), Mortgage interest & proporty tax, Child care Information, Itemized Business Expenses, Income Property Info, K1, social security card for dependents, Medical Insurance and School records or Dependent medical records for those qualifying for the EIC (earned income tax credit)

 

 

WHAT TO BRING TO YOUR APPOINTMENT CHECKLIST

 

If you are an independent contractor (1099 Misc) please include a summary of Business Writeoffs!  If you do not have one you can purchase a spreadsheet with us.

          Click here on              

 "TAX SPREADSHEET"