Remote Tax Preparation
Tax Season 2023 has begun!
We offer remote tax filing for individuals and small businesses. With new restrictions and guidelines, it can be overwhelming trying to figure out what you can and cannot do.
We understand the frustration and our experienced professionals want to lighten that burden. Take a minute to review our Services , products and pricing or conduct your own research using our “Resources” tab.
We’re also proud to be listed as one of Philadelphia’s best Tax preparation firms of 2021-’23 by Expertise.com. For over 25 years we have served residents throughout Pennsylvania and nationwide. So… Welcome! If you’re a returning client, Welcome back!
Ready to file? Hit the “Begin Questionnaire” button below.
**IMPORTANT: BEFORE UPLOADING YOUR DOCUMENTS REVIEW THE: TAX PREP CHECKLIST TO MAKE SURE YOU HAVEN’T FORGOTTEN ANYTHING.
What to expect: Tax year 2022
The IRS has hired thousands of customer service reps to handle your tax questions and needs. Despite their best effort they are still overwhelmed, and processing returns may be delayed for some. It is highly suggested that you provide verifiable info and all taxable income to avoid a hold on your return. Please DO NOT call our office for refund status. We will not be able to provide any additional information from what’s on the irs.gov website. For refund status visit “Where’s My Refund”
- After you have gathered your forms, select a “Questionnaire” button below for the tax year you are filing. (Returning clients must also complete the questionnaire)
- After completing the questionnaire, returning clients can upload documents using their existing Share-file account
- After completing the questionnaire, new clients will be given access to create a share-file account, via our secure client portal.
- We will promptly prepare your return and follow up with you via email or phone.
- Processing times may vary. A return without complications will be complete within 24-48 hrs.
- If you are self-employed, please complete the “Business Expense” worksheet.
Now let’s get started!
NOTE: All filers must complete the questionnaire before your return can be prepared.
Beginning February 18, 2023. Drop off hours: Saturdays only 10-3:30p
To speed up the drop off process, complete the questionnaire for the year you are filing and schedule your drop off appointment within the questionnaire.
What you need before you begin, for 2021 and earlier:
- Advance child tax credit total payment amount for 2021 (if applicable)
- 2021 3rd Stimulus amount only. (Not 2020)
- Unemployment form 1099-G (if applicable)
- W2’s and other taxable income statements
- Charitable contributions
- 2019 Return (New clients only)
- Childcare and dependent care (name, address, tax ID)
- Union dues: Local name and total amount
- To report business expenses, complete the “Business Expense Worksheet”
TAXPAYERS WITH DEPENDENT CHILDREN UNDER 17, READ THE CHILD TAX CREDIT INFORMATION BELOW BEFORE YOU BEGIN.
NOTE: All filers must complete the questionnaire before your return can be prepared.
Advance Child Tax Credit Payments for 2021 filers
If you received Advance Child Tax Credit payments in 2021, it is recommended that you have the total amount of payments before filing. This amount can be found on the IRS letter 6419 mailed to you in recent months. If you do not have the letter visit the IRS website below to get your total amount. To check the amount of your ACTC payments, contact the IRS Advance Child Tax credit payment Hotline: 1-800-908-4184.

“Advance Child Tax Credit Payments in 2021”: Find details about the advance Child Tax Credit payments including: payment totals, how to get them or stop getting them.
Get your stimulus payment amounts, for 2020 and 2021 filers.
To check the amount of your 2021 3rd Stimulus payment, contact the IRS Economic Impact Payment Hotline: 1-800-919-9835 or visit “irs.gov”: To create an account and view your payment.
Drop offs
If you’re not computer savvy, print and fill out a “New client” drop off form
Call the office to schedule a drop off appointment 302-834-6597. Saturdays ONLY 10-3:30p
New clients must have birth certificates and social security cards for all dependents listed on the return. **Processing times may vary. A return without complications will be complete within 24-48 hrs.
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