Your next steps..

This is one of 2 forms you will need in order for us to process your return. We will not be able to process your return without this form filled out.

This contract is required for every tax client at Virtual Tax Prep. This engagement letter is designed to confirm the terms and conditions under which we will provide you with tax services. It also outlines the responsibilities for each of us in this process.

We created a Tax Preparation Checklist for to make it easier to organize documents. We recommend that clients print it out and check off necessary documents. Then place a copy with their drop-off packet and keep a copy for their records.

We do need all original documents to be in your drop-off packet. However, we won’t need your photo identification (I.E. a driver’s license) or social security card until pick up.

Drop-Offs are only allowed during business hours. We will not be responsible for any documentation that is not given to us during business hours. You will not be required to pay until pickup.

Once your return is nearly complete, we will contact you and schedule a time for you to sign, pay, and pick up your documents. At that point, we will need your identification and social security card (for you, your spouse, and dependents) in order to complete your return. Please note that no returns will be sent to the IRS without payment.