Frequently Asked Questions about Our Virtual Tax & Business Services
At True Blue Tax Co., we know taxes and business finances can feel overwhelming, but you don’t have to handle it alone. This page answers common questions, from how to upload documents in our secure portal to what’s included in your personalized quote.
Yes. Our tax preparation, bookkeeping, and business support are handled securely online. You can upload documents and sign forms through our portal without an office visit. You still receive one-on-one support throughout the process.
Absolutely. We stand behind our work. Whether you have follow-up questions or receive a notice from the IRS, we’re here to help.
Have a question? Contact Us »
Absolutely. We’ll review your current records, organize everything, and make sure your books are accurate and up to date. From there, we help set you up with a clear, reliable system going forward. Our goal is simple: make your bookkeeping stress-free so you can focus on running your business.
Yes. We’ll review the expenses and records you provide, compare your eligible itemized deductions with the standard deduction, and explain which approach makes sense for your return. If itemizing is appropriate, we can handle it for you.
No! Our process is designed to work around your schedule. You can upload documents, ask questions, and sign forms whenever it’s convenient for you, no appointment required.
If you’d like to talk things through first, you’re welcome to schedule a call »
A copy helps us prepare an accurate return, but you can still get started without it. If you don’t have one, we’ll guide you through how to request it.
Absolutely! We can help with prior-year returns and returns filed after an extension. If a deadline passed before you filed, we can help you get caught up as well. Tell us the tax year and any notices you’ve received when requesting a quote.
Yes. True Blue Tax Co. is proudly based in Northern Kentucky, and we prepare Ohio state tax returns. If your situation involves both Ohio and Kentucky, we can review what you need and guide you through the filing process virtually.
Yes! We’re proud to be based in Northern Kentucky, but you don’t need to live nearby to work with us. Our secure virtual process makes it easy to work together remotely.
Yes. We use QuickBooks Online for bookkeeping. Whether you already use it or need help getting set up, we can help you get your books organized.
It’s easy!
- Request a tax quote »
- Get set up with a secure client portal
- Upload your documents & complete your organizer
- We prepare, review, and e-file your return keeping you updated every step of the way
We use the portal for documents and sensitive information. You can ask questions through the portal or by email.
Want the full breakdown? See How It Works »
Pricing depends on the details of your return, including factors such as self-employment income or filing in multiple states. Share a few details through our quote form, and we’ll provide a personalized estimate before work begins.
Ready to get started? Request Your Free Quote »
After we e-file your return, we’ll let you know when the IRS and any applicable state tax agency accept it.
Yes! We’ve designed everything to be as simple as possible, and we’re always available to guide you if you get stuck. Shoot us an email or give us a call and we will be happy to help.
Yes. We use bank-level encryption and a secure online portal for uploading documents and signing forms. Please use the portal for sensitive tax information rather than sending it through regular email. Your privacy and security are top priorities.
Yes! Requesting a quote is free and does not obligate you to move forward. We’ll review the details you provide and explain the proposed price before any work begins. It’s fast, secure, and built to give you peace of mind from the start.
Ready to get started? Request Your Free Quote »
Once you’re set up in our portal, you’ll receive a checklist tailored to your situation. Common documents include:
- Prior year return
- Tax organizer (we provide this)
- W-2s or 1099s
- Small business income & expenses
- Identification (photo ID, SSN)
Pricing depends on your transaction volume, number of accounts, whether your books need cleanup, and the level of ongoing support you need.
For a customized quote, you can share a few details here »
You can message us directly in your portal or send us an email. We pride ourselves on being responsive and helpful.
Have questions? Contact Us »
True Blue is more than just a name, it’s a reflection of who we are and what we stand for.
In Australia, “true blue” means genuine, loyal, and trustworthy. Those are the values our founder brought with him from Down Under to the Bluegrass. Now proudly rooted in Northern Kentucky, we carry that spirit into virtual tax preparation, bookkeeping, and business support with integrity, clarity, and care.
Want the full story? Learn More About True Blue »
We offer virtual tax preparation for individuals, families, and small businesses, along with monthly bookkeeping, cleanup, and ongoing business support.
Most federal individual income tax returns are generally due April 15. The date can change because of weekends, holidays, or special relief, and business return deadlines may differ. We can also help with extensions and prior-year filings.
Filing virtually with True Blue Tax Co. means no in-person appointments, paperwork piles, or waiting rooms. You can securely upload documents from your phone or computer whenever it’s convenient. You’ll work directly with the person preparing your return, who will answer your questions and make the process simple and personal.
Still have questions?
We’re here to help — just send us a message » and we’ll get back to you quickly.