Virtual Tax Preparation

Score Factor Tax Pro

As times change, so will your tax needs. This year, prepare your taxes from the comfort of your own home without the office visit. File virtually, and let a Tax Pro do the work for you. Follow the five steps below to have your taxes completed.

STEP 1

1) Make an appointment with Score Factor by clicking here:

Complete the Client Intake form below once you have scheduled your appointment or if an appointment is not needed. 

Make sure you enter your information and upload your documents requested in the Client Intake Form.

Client Intake

STEP 2

Your Tax Professional will complete your return and contact you, if necessary with any questions or concerns.

STEP 3

Each client will be entered into our Client CRM and receive the final findings from your tax return. This information will include your return amount or the amount that you may owe, along with the final price for the service. (Each client may opt out of this service by simply telling their Tax Professional that he/she would prefer to receive a secured email instead.)

STEP 4

Once the terms are accepted, the client will need to:

1) Sign the Consent to Use and Consent to Disclose below once you have agreed to the submission of your return.

STEP 5

The Pay Options will be discussed with the client. However, if a payment should need to be made you can click below or wait on your invoice.