Virtual Tax Preparation Services
Our Services
We provide comprehensive virtual tax preparation services tailored to meet individual and small business needs. Our offerings include personal and small business tax filing, tax consultations for personalized guidance, and amended returns to ensure compliance and maximize refunds. We’re here to make tax season smooth, accurate, and convenient for you.
Our Process
We begin with an optional virtual consultation to discuss your tax needs, offering flexibility from the comfort of your home. To start, new clients will create their portal access before accessing the intake form. Once logged in, you’ll securely upload your documents through the intake form. After that, we’ll review your documents, prepare your return, and apply any relevant deductions and credits to minimize your tax liability. Once your return is ready, we’ll send it for your virtual review and digital signature. Any questions can be addressed through the portal or via a video chat. After signing, we’ll e-file your return with the IRS and state agencies and provide ongoing support for any follow-up questions or amendments.
Our Specialty
At KPA Financial Services, we specialize in virtual tax preparation services for individuals, families, and small businesses. Our expertise includes personal tax filing, small business tax returns, amended filings, and assisting self-employed individuals with their tax needs. We focus on supporting new small business owners, helping them navigate tax laws and maximize deductions and refunds. Additionally, we offer business formation services to help clients start and grow their businesses, all through convenient, virtual consultations.
NEW SERVICE OPTION
Introducing: VIP Live Virtual Tax Preparation
Skeptical about virtual tax prep? Want real-time insight into your return? With our exclusive VIP Tax Prep Sessions, you can:
* Watch your tax return being prepared LIVE via secure screen share with our CEO, Kibriana Adams
* Ask questions in real time and get instant answers
Your Tax Preparation Hub
Manage Your Tax Filing with Ease
Frequently Asked Questions
Please reach us at info@kpafinancials.com if you cannot find an answer to your question.
The tax filing deadline is April 15th, with an extension until October 15th. However, if you're hoping to claim a refund, you have 3 years to do so.
Here is a list of common required documents for tax filing: an unexpired ID, birth certificate(s) for dependent(s), proof of income, social security card(s), last year's return, and bank information
KPA Financial Services specializes in working with sole proprietors and LLCs, but we are happy to assist businesses of all sizes. If we are unable to meet your specific needs, we have a network of trusted referrals to ensure you receive the help you need.
Yes, we specialize in helping self-employed individuals with tax filing. We understand the unique tax needs of freelancers, contractors, and small business owners.
An amended return is a corrected version of your tax return, filed when there’s an omission or mistake on the original return that needs to be updated with the IRS.
Yes! Our tax preparation services are completely virtual, allowing you to file your taxes online at your convenience.
If you miss the filing deadline, you may face penalties. However, we can still file your taxes after the deadline. If your documents are submitted through our intake form, we’ll ensure your return is filed when the IRS reopens (if it hasn’t been submitted before the IRS closes for the year).
The tax deductions you can claim depend on your business type. To help maximize your deductions, it’s important to maintain good records throughout the year. Our team can guide you on what to track to optimize your deductions.
We provide each client with a secure portal accessible only by you and your tax professional. Additionally, we follow a strict Written Information Security Plan (WISP) to ensure your data remains safe.