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 tax documents to our secure online portal.

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, helps to prevent identity theft, and allows us to begin your tax return with confidence.