Virtual Tax Preparation Steps

Step One: Ready to Get Started

Contact the office & let us know you’re ready to get started.

Step Two: Gather Information

Gather/Scan your documents to prepare for uploading. If this is your first time filing with Penny Pinch Tax, find last year’s taxes to upload as well. Click here for a list of common items needed.

Step Three: Virtual Process

You will receive an engagement letter to review and sign, then an Organizer to fill out with all of the pertinent information.

Step Four: Deposit & Documents

Documents will need to be uploaded for us to evaluate & assign the best tax professional for you. A deposit will also be collected, so that we can get you in queue. Deposits vary based on the complexity of your tax situation.

Step Five: Tax Pro Assigned

You’ll be matched with a tax preparer that is the best fit for you.

Step Six: Set Review Appointment

You will receive a notice from TaxDome when it’s time to set up your review appointment. Prior to your review time, your invoice will be uploaded into TaxDome.

Step Seven: Zoom Review

During the review, we will walk through the tax return – so you can understand how we reached the bottom line. We will answer any questions you have as well.

Step Eight: E-Sign the Return

After the Zoom review meeting, we will upload the signature pages for you to electronically sign. If you are married and filing a joint return, both parties will need to sign — each person will need their own email address to log in to TaxDome and e-sign.

Step Nine: Filing – All done!

Once the review is complete, invoice is paid, and papers are e-signed, we will electronically file your tax return. Once we have the acknowledgements back from the Federal and State(s), we will send out an email through TaxDome to let you know. Please note, this may take 24 hours or longer due to slowdowns in IRS systems during busy times.