Yes, absolutely and here’s why. First, its more affordable when you hire a remote accountant or tax specialist over an in-person one. Because there’s no overhead, you’re not paying for someone’s expensive view of the city office. Second, you ‘ll receive the same top-tier service you would if you were in person. If not better, virtual tax preparers have no receptionist to screen your calls, just you and your accounting specialist, on a zoom chat, phone call, email, and/or they’re only a text away. And yes, you can text your tax professional with any questions or concerns you may have. That is if you hire the right one, because at VTE, if we miss your call we’ll return your call at our earliest convenience during open business hours. Because there are no ghosting clients in remote accounting.

And if that’s not enough to convince your fancy, view our comparison chart as to why you should go virtual/remote to file your taxes this year:

Can I use a virtual tax accountant/specialist over an in-person tax preparer or CPA if I have a lot going on financially?

Absolutely, in fact most virtual professionals have the same training, the same credentials, and the same experience as the in-person professional. The only difference is that every task is performed electronically or via phone. In this case, Zoom/FaceTime or a simple phone call replaces in-person interaction. Just simply express and explain your financial situation to your specialist, and from there an execution plan is designed or disclosed specifically for your needs.  

Rather you have multiple streams of income, a 9 to 5, a second job, side gig or side hustle, virtual tax professionals can help with all complex financial situations. Including freelance income, real estate, interest, and dividend investments. And are experts when it comes to income made in foreign countries and dealing with sales tax collected from online sales. 

Virtual Tax Preparers have experience preparing taxes for an array of scenarios across a vast amount of industries with one goal in mind: reporting accurate individual and business federal and state returns, by applying all legal qualifying deductions, credits, and tax rules to minimize tax expense to the IRS and/or maximizing tax return payouts.

Does it matter what state I reside in?

As long as you reside in the USA, you can work with a remote tax preparer. VTE is currently accepting clients from all 50 states.

And unlike your local accountant, remote accountants are up to date on all state laws. This is helpful when you’ve made income in multiple states and want to maximize your tax results.

What else can my virtual tax accountant/specialist assist me with?

If your files are in a disarray, remote tax preparers can help organize your files in a timely manner, in time for the upcoming tax season. Now offering bookkeeping services at an affordable rate.

Secondly, we offer a second set of eyes, when it comes to lowering your tax bill or maximizing your tax refund. When we notice areas where you can improve your cash flow, increase profits, make money, or save money — we generously provide suggestions you can easily utilize for the following tax year. 

You see, when you return year after year, you save and make more money. Because unlike your ordinary accountant, we do more than just calculate numbers. We study them, we analyze them and provide suggestions that help the everyday worker, the serial investor, the small business owner, the medium to large corporation, the movie producer and film studio turn ideas into cash flow and profits. We help the entrepreneurial mindset make strategic financial moves that increases income oppose to losing earnings during the upcoming tax season.

Can I afford an accountant or is it beneficial to hire a virtual tax specialist if I work a 9-5?

Absolutely, since most earners are required to file taxes. Therefore, don’t believe the myth that accountants are only for the rich, the wealthy, and/or the newly retiree. Good accountants offer accounting services for all walks of life. Especially, for businesses and individuals who want to accomplish a goal.

If you can dream it, your accountant can help turn it into a financial reality. And is one of the only services that pays for itself. In fact, most individuals and business owners who have the backing of an accounting professional make and save more money oppose to those who file taxes themselves. 

Because our mission at VTE is to make clients money, oppose to costing them a fortune. 

Accounting Software?

Although, we’re proficient in many softwares. Only the software best suited for your scenario or industry are used. For example, for film production we use Movie Magic Budgeting & Scheduling, though also proficient in Quickbooks, Excel, Xero, & Oracle for real estate, construction, retail, and other industries.

Drake, UltraTax, & ProConnect for tax prep, while Corvee and TaxPlanIQ are used for advisory. Soraban and TruePrep are used for workflow.

Service & Customer Service?

We find the best service arrives when we listen assertively. Since, every client situation or goal is different it’s best to just ask, listen, then create a plan to execute, based on the client’s needs. So, you never pay for something that’s unneeded. Once the plan is in place, we act effectively aiming to have tax client’s files completed in 1-3 days.

Though clients needing budgets, their workflow is a little different. And depends on the clients need, we offer bi-weekly, monthly, and quarterly service to ensure our clients remain organized, in compliance with the IRS, and on route to meeting their financial goals and/or deadlines. 

Similar service is offered for advisory clients and depends on the scope of the industry, project, and/or goal. Our goal is always to ensure each client is on route to meeting their financial trajectory. Therefore, we meet with clients bi-weekly, monthly, and/or quarterly to analyze, revise, and/or adjust accordingly, to remain on path to maximizing yearly profits, increasing cash flows, and lowering tax bills. 

Hours?

The best thing about working with virtual accountants are the flexible hours. Running late? Speak to us when you’re available. Need to meet after work? Speak to us when time allows. 

VTE is not your average accounting and investing firm, we meet our clients on their time. 

Files & Documents?

Since most accounting softwares are moving towards cloud-based technologies, clients have access to files and documents when available and needed. All invoices, tax forms, and contracts are in one location. As long as you have access to the Internet, you’re just a click away from what you need.

Clients are notified via email when forms are available and completed.

Confidentiality?

At VTE we value your trust as well as your privacy. And is why our top priority is to manage all tax documents with extreme care. Other than reporting what is required to file your federal and state returns, rest assuredly client’s information is never shared with an outside source, unless it’s authorized by the client themselves.

Audit Protection

Rest assured knowing you are protected! Although we aim for accuracy, but in the slim case there are mistakes or errors made on our end, we will acknowledge our errors and cover you at no extra cost to you.

Though there are times when audits are inevitable. In this case we have Enrolled Agents available to assist you at an affordable rate. 

Contact?

Tax season is here in full effect and if you’re ready to file your returns with our low online rate. Book your appointment today!!!

Available this year only, so take advantage of our tax sale: starting at $128 for most individual federal and state returns, and starting at $150 for most small business, corporations, trusts, and estates federal and state returns.

In Conclusion

Taxes can be extremely complicated, but it doesn’t have to be with the help of a virtual preparer. Virtual tax preparers are here to make the process easier, not complicate it even more. Instead, we ensure you’re taking advantage of all legitimate deductions and credits you legally qualify for. Therefore, maximizing your tax payout and/or for clients who believe they may owe, pay the least amount possible.

Therefore, lessen your odds of making a mistake, stressing over complicated tax returns, missing out on money owed to you, or paying more than you’re obligated to pay.