Excel Future Clients...
Scheduling an appointment will ensure that your taxes are being prepared in a timely manner. You can expect to meet virtually with a tax professional and have your taxes filed within two days of your appointment.
You will be able to upload your documents securely such as W2s to your own client portal by simply taking a picture. Through the client portal; you will be able to send and receive documents from your tax preparer.
A tax professional will review your documents and prepare the return for you. After the return is prepared; you will have the opportunity to review and approve your taxes.
Frequently Asked Questions...
What’s the difference between filing virtually with Excel Tax Company rather than Do-It-Yourself online tax preparation programs?
Excel Tax Company gives you the opportunity to connect with a tax professional who will prepare and file your return for you. Unlike the do it yourself programs; Excel Tax Company will offer support for ensuring you get the maximum return based on your situation. Before your taxes are filed; our tax professional reviews documents with you and provides detailed explanations of taxes and credits that are applied to your return.