FAQs

How does remote tax preparation work?

Our process is fully digital. You upload your documents to your secure client portal, we prepare your return, and you review and sign everything online. It’s designed to be simple, organized, and convenient.

What if I forget my username or password?

On the login page, click “Forgot Username or Password” and follow the prompts. The system will guide you through recovering your login information.

Is my information secure?

Yes. All documents are stored and transmitted through an encrypted, secure portal. This protects your Social Security number, financial records, and all sensitive information far more effectively than email or paper documents.

How will we communicate during the process?

We communicate through your portal, email, or phone—whichever you prefer. You’ll always work directly with Rick Gobell, EA, ensuring consistent, personalized service.

How do I upload my documents?

You can upload files directly from your computer or mobile device. Just log into your portal and place your documents in the “To Preparer” folder. Most common file types are accepted.

How do I review and sign my return?

Once your draft return is ready, you’ll receive a notification. You can review it online and sign electronically—no printing or scanning required.

What if I need to send additional documents later?

You can upload additional items at any time. We’ll review them and update your return as needed.

How do you ensure accuracy if we never meet in person?

We use detailed questionnaires, personalized checklists, and a thorough review process to ensure accuracy. Rick’s 35+ years of financial services experience and attention to detail provide an additional layer of confidence.

How long does the process take?

Turnaround time depends on when documents are submitted and the complexity of your return. Most returns are completed promptly once all information is received.

Yes. As an Enrolled Agent, Rick can represent you before the IRS for existing tax matters, including notices, audits, and payment issues.

Do you offer help if the IRS contacts me?

What if I’m not very tech‑savvy?

No problem. The portal is designed to be user‑friendly, and we’re happy to walk you through any steps you’re unsure about.

What services do you offer besides tax preparation?

We also provide bookkeeping and tax consulting services, including strategic tax planning and IRS representation.

How much do you charge to prepare a tax return?

Because our process is fully remote, we’re able to work efficiently and pass those savings on to our clients. Basic individual tax returns start at $125, with final pricing based on the complexity of your return and the forms required. Before any work begins, you’ll receive a clear estimate so you know exactly what to expect.