Your next steps..
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Gather Your Documents
We created a Tax Preparation Checklist for to make it easier to organize documents. We recommend that clients print it out and check off the necessary documents that they need.
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Download the Virtual Tax Prep App
VTP’s mobile app can be accessed from anywhere. It also can be used on the desktop as well if you’d prefer to upload your documents via your computer.
Once you complete your interview, the financial consultant assigned to your case will email you our Engagement Contract. This must be signed in order for us to start work on your return.
We pride ourselves in being transparent with our clients, so you are able to track your return/refund status directly from the app. This way you can have a front row seat and see exactly what is happening during your return process.
*The fees posted on the mobile app are for clients using the Bank Product option only. Fees will be significantly reduced when paid by Credit Card.*