Our Virtual Accountant Tax Prep Process

Hey there! We know tax season can feel like a rollercoaster, but don’t sweat it. Taxes don’t have to be a stress-fest. With our virtual team, you skip the awkward office meeting and get expert-level help from the comfort of, well, wherever you like. Think of us as your tax prep BFFs—here to make things simple and hassle-free. So without further ado, here’s the scoop on how our virtual accountant team makes tax prep easy—so you’ll know exactly what to expect:

1. The Onboarding Process

We handle things on a first come, first served basis—but with a sprinkle of seniority magic. 🪄

  • Returning Clients: You’ve got dibs! If you’re already part of the fam, your spot is locked in. We’ll start sending out invites the last week of January, starting with our long-timers. By mid-March, everyone on our roster will be in the loop.
  • New Here? No worries, there’s room for you too! Get started by booking a discovery call

Pro Tip: Not ready to file when you get the invite? No biggie—ignore it! We’ll remind you a month later. Still not ready? You can always file an extension (we go over the pros and cons here)

2. Tax Prep (A Peek Behind the Curtain)

Once you send us your info, here’s what happens:

  1. First Review: One of our tax wizards (aka virtual accountants) will look over your docs and reach out with any follow-up questions. They will then work their magic and prepare your tax return.
  2. Double Check: Your return is reviewed by a Tax Lead as they double-check for accuracy and that we found all the deductions possible!
  3. Turnaround Time: Plan for 4–6 weeks, but it depends on how complex your return is and how speedy you are with responses. Sometimes it’s less and sometimes it’s more! 

Have questions? Always feel free to reach out—we’re here to keep the process smooth and stress-free.

virtual accountant for small business

3. Tax Consultations (Your Questions, Answered)

When your return is ready, you’ve got options:

  • A Call: Hope no zoom and chat with us to get all your questions answered.
  • An Email: Skip the call and we’ll send everything in writing.

We’ll cover all the important stuff—like which deductions and credits we snagged for you and tips to navigate estimated tax payments—so you can feel confident (and maybe even a little tax-savvy).

4. Filing Your Return

Once you’ve had an opportunity to thoroughly review your return, here’s how we wrap it up:

  1. You e-sign your return.
  2. You pay us for our incredible work. *pats self on back*
  3. We electronically file your return.
  4. We’ll send email confirmation once the IRS has received and processed your return.
  5. You give us feedback on your experience so we can know how to better serve you in the future.

After Tax Season

Tax season is over—take a deep breath! Before you stash those receipts and forget about taxes until next year, it’s the perfect time to reflect on what worked and what didn’t. Staying organized and planning ahead now can save you major stress (and serious money) next year.

That’s where we come in. Our Tax Planning and Prep Package is designed to keep you ahead of the game with expert advice, personalized strategies, and year-round support. Ready to save thousands? (Yes, THOUSANDS!) Let’s chat and get you set up for success.


Now What?

If you’re already a client, sit tight—we’ll contact you when it’s go-time. For now:

  • Make sure your bookkeeping is up-to-date.
  • Start gathering those tax docs

Not a client yet? Let’s change that! Book your tax consultation here and work with a virtual accountant who knows how to make taxes simple, stress-free, and (dare we say?) kinda fun.

We’re here to make this tax season your easiest one yet. Let’s do this!

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