How Our Virtual Tax Preparation Works
We make tax preparation simple, secure, and fully online. Here’s what to expect in four steps.
1. Request a Quote
Tell us a little about your tax situation using our online form. We’ll review the details and send a clear, personalized quote.
2. Get Set Up
We’ll email you a secure link to your client portal. Simply create a password to view your engagement letter. Sign it if you’d like us to get started. Your portal keeps everything organized and is available 24/7.
3. Upload Documents
Snap photos of your tax forms or drag and drop PDFs, upload your prior-year return, and complete your online organizer. We’ll review everything and let you know if we need anything else.
4. We Handle The Rest
We’ll prepare your return and make it available in your portal for review. Once you approve and sign, we’ll e-file it and confirm when it’s accepted. That’s it! Your return is filed, and you never had to leave home.
Watch a Quick Demo
Take a look at how easy it is to file your taxes securely and virtually with True Blue Tax Co.
Your data is protected with bank-level encryption. You can view your documents and message us anytime in your portal. We’re here to support you at every step.