- This is a virtual web conference via Zoom that you can use with or without video.
- You will receive instructions on how access the call after you book your appointment.
After our call, you will receive an invitation via email to setup your secure portal. This portal will allow you to:
- Complete your tax organizer
- Upload your documents
- Sign your return and other important documents
- Pay your remaining balance *(Refund Transfer service also available through MetaBank)
*Refund Transfer service allows clients to have their tax preparation fees paid from either the federal or state refund. Additional charges will apply