How Our Tax Preparation Works

Simple, Professional Tax Filing Process
Our virtual tax preparation makes income tax filing easy with a proven 4-step process. Whether basic tax return preparation or complex tax planning, our professional tax service delivers accurate results with complete audit assistance included for clients in Los Angeles and Tampa.

Simple, Professional Tax Filing Process
Our virtual tax preparation makes income tax filing easy with a proven 4-step process. Whether basic tax return preparation or complex tax planning, our professional tax service delivers accurate results with complete audit assistance included for individuals and businesses across Los Angeles and Tampa.

Why Our Virtual Tax Preparation Process Works:

• Electronic Tax Filing: Fast, secure e-filing with IRS confirmation
• Same Day Tax Filing: Get your quote and file same day
• Virtual Tax Preparation: Complete your return from anywhere in Los Angeles or Tampa
• Audit Assistance Services: Free audit protection with every return
• Professional Tax Service: IRS-certified preparers review every return
• Tax Deductions Help: We identify every credit and deduction
• Year-Round Support: Available 24/7
• IRS Tax Filing Help: Expert guidance for complex situations

Our team ensures a smooth and reliable experience through our virtual tax preparation system, serving clients nationwide, including Los Angeles and Tampa.

Step 1

Start with Meta Tax

Tell us about your year in two minutes. We use your answers to map the right credits, forms, and state returns.

What we ask

• Life changes: job, dependents, school, marriage/divorce, home, moves, business.
• Income sources: W-2, 1099-NEC/K, interest/dividends, crypto, rental, K-1.
• States involved and prior year filing status.

Next: Docs & Upload

Step 2

Secure document checklist & upload

Upload through our encrypted portal. Snap a photo or drag-and-drop we accept PDF, JPG, PNG, HEIC.

Typical documents

• W2s, 1099s (NEC, INT, DIV, B, G, R), SSA-1099.
• Childcare, tuition (1098-T), student loan interest (1098E).
• Homeowner docs (1098 mortgage interest, property tax), purchase/sale closing statements.
• Business: income summary, expenses, mileage, home office, asset purchases, prior year return.

Tips

• Clear, edge to edge photos. One document per file when possible.
• We’ll flag anything missing and provide a tailored checklist.

Next: Kickoff Call

Step 3

Kickoff call & identity verification

Meet your preparer, confirm goals, and verify your identity. If needed, we’ll help you request an IRS IP PIN to protect your return.

What happens

• We walk your intake answers and clarify dependents, credits, and states.
• Identity check and fraud-prevention steps (IP PIN guidance on request).

Next: We Prepare

Step 4

We prepare & optimize your return

Your preparer builds the federal and state returns, then a senior reviewer checks for accuracy and savings opportunities.

What we optimize

• Dependents, filing status, Child/Dependent Care Credits, education credits.
• Retirement contributions, HSA, itemized deductions vs. standard.
• Small-business/1099: QBI, vehicle/home office, depreciation/Section 179.
• Multi-state, part-year resident, and local taxes where applicable.

Quality checks

• Math and efile diagnostics; reject-prevention checks.
• Risk review for common audit triggers; documentation notes.

Next: Review & ESign

Step 5

You review & esign

We send a plain-English summary and your full draft. Ask questions, request edits, and approve when it’s perfect.

Approve to file

• You e sign IRS Form 8879 (and state equivalents) to authorize efile.
• We store your docs and signed forms in your secure portal.

Next: File & Track

Step 6

We file & track with you

We transmit your return electronically. If the IRS/state rejects for a data mismatch, we correct and resubmit.

After submission

• Confirmation of IRS/state acceptance in your portal.
• Refund status links and guidance for direct deposit or payments.

Next: Year Round Support

Step 7

Year-round support

Notices, amendments, and planning we’re here beyond April. Upload any IRS/state letters to your portal and we’ll respond with a plan.

We can help with

• IRS/state notices and responses.
• Amended returns, prior-year catch up, estimated taxes.
• Mid year tax planning to avoid surprises next season.

Next: Pricing

Transparent pricing

Only pay for what you need

What’s included

• Dedicated preparer + senior review, federal + one state return.
• Optimization for credits/deductions and reject prevention checks.
• Secure portal, e signature, and digital copies of your full file set.

Extras (if applicable)

• Additional states, business schedules, rental properties, crypto, or amended/prior-year filings.

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Note: Turnaround time varies by case and document completeness. Nothing here is legal or tax advice. We’ll confirm details against current IRS/state rules before filing.