Virtual Identity Verification

To protect your personal information and comply with IRS and FTC requirements, all new clients must complete a brief 30-minute Virtual Identity Verification Call before submitting tax documents or scheduling a drop-off.

During the call, we will:

• Verify your identity

• Complete your tax interview

• Explain our process and answer questions

Once verified, you may upload your documents securely or book a drop-off appointment—whichever you prefer.

Details:

• Location: Virtual (Zoom or Microsoft Teams)

• Duration: 30 minutes

• Please have your required documents ready (download our Virtual Tax Checklist).

This step keeps your information secure, prevents identity theft, and allows us to begin your tax return with confidence.