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Welcome To My Virtual Tax Office Website!
Although I've been in the Tax field since 2013 and E-filing returns since 2016, I'm so excited to announce my 3rd Year in Service as a Virtual Tax Office!
My W2 and Self Employed Clients enjoy the convenience of filing their taxes from their phone, PC or tablet in a private, secure remote setting right from the comfort of their homes.
This Year, For my New Clients .. I have a SPECIAL BONUS!!! CHECK IT OUT!
My W2 and Self Employed Clients enjoy the convenience of filing their taxes from their phone, PC or tablet in a private, secure remote setting right from the comfort of their homes.
This Year, For my New Clients .. I have a SPECIAL BONUS!!! CHECK IT OUT!
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How my Virtual Tax Office works..
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Review all details regarding my Tax Preparation Service. I designed this page to give Clients up front information and let you decide if you are ready to Click the "Book Now" Button. $25 Reserves your session and will be applied to your final tax prep fees. Please note this Booking fee is non-refundable if you do not E-File your taxes via my Virtual Tax Office. |
I'm excited to get started, Once I receive your booking fee and appointment details, you'll receive a confirmation with a meeting link to my Virtual Tax Office. You will also be asked to create a User name and Password so that we are always connected and create a secured portal to access your tax return and forms. |
Get Ready to file! Gather all of your household information and Tax documents along with your Schedule C Business Income and Expenses worksheet . Be Sure to scan all of your documents in a file location that is easily accessible in .pdf form for easy uploading to my secured portal. |
By now your booking fee has been paid, you should have your Client Intake Form and Business Expense Report completed, signed and returned back to me. We are Ready for Our Meet! My Virtual Tax Office is Open!!! Just follow the link you received in your confirmation email and Jot down the meeting code. LET'z Get It! .. LEt'z G😎😎😎😎! |
Can you explain your fees?
Yes, Great Question! The filing system I use has a predetermined cost for each tax form you need filed with the IRS;
Meaning-> For each box I that I have to enter, the numbers are generated into a specific tax form, ->For each form you tax situation needs, A total cost is populated at the end, showing the number of tax forms that will be transmitted to the IRS.
There are direct costs associated with filing your return such as E-File Fee, Audit Support, Bank Transfer Fees. These are paid directly to the Service Provider and will be deducted from your anticipated refund or included in your final payment if paying for your tax session upfront.
I require a $25 Non Refundable booking fee . This fee ensures your time slot and a dedicated review of your tax situation. While you are not obligated to file your taxes with Worth Administration;
If I transmit your taxes to the IRS, I will deduct the $25 booking fee reducing your total tax preparation cost.
Case Scenario- Taxpayer sets up online appointment to file her taxes. And Pays the $25 Booking Fee
She is head of household, Has (1) W2, and (1) Dependent Child under 17 Years of age. Number of Federal and State Forms needed to file = 12 pages 4 forms!!
Tax Preparation fee for this client is approximately <$220.00+
Why the + PLUS- IN ADDITION TO $220? Yes…..
Meaning-> For each box I that I have to enter, the numbers are generated into a specific tax form, ->For each form you tax situation needs, A total cost is populated at the end, showing the number of tax forms that will be transmitted to the IRS.
There are direct costs associated with filing your return such as E-File Fee, Audit Support, Bank Transfer Fees. These are paid directly to the Service Provider and will be deducted from your anticipated refund or included in your final payment if paying for your tax session upfront.
I require a $25 Non Refundable booking fee . This fee ensures your time slot and a dedicated review of your tax situation. While you are not obligated to file your taxes with Worth Administration;
If I transmit your taxes to the IRS, I will deduct the $25 booking fee reducing your total tax preparation cost.
Case Scenario- Taxpayer sets up online appointment to file her taxes. And Pays the $25 Booking Fee
She is head of household, Has (1) W2, and (1) Dependent Child under 17 Years of age. Number of Federal and State Forms needed to file = 12 pages 4 forms!!
Tax Preparation fee for this client is approximately <$220.00+
Why the + PLUS- IN ADDITION TO $220? Yes…..
- If she adds a Qualifying dependent
- If she or one of her Dependents has a 1098T School Tax Form
- If she is also adding a Schedule C
- If she is adding a Schedule C with reconstruction help
- If she is a Homeowner
- If she is does not have the $220 to pay at the end of the tax preparation session and needs a Bank Transfer Service.
- If She is adding Identity Theft or Audit Subscription.
- If She e-Files State or Federal
how do i prepare for virtual tax preparation meet?
What I need from You:
- Photo of Tax Payer’s Government Issued Identification. (MUST BE VALID)
- Actual W2’s Tax and other Income Statements (Unable to Accept Last Paystub)
- Completed and Signed Customer Intake Sheet that lists members of the household info that you intend to file.
- Completed and Signed Schedule C Expenses and Income Sheet. (if applicable)
- Your Signed Consent giving me permission to apply and submit an application on your behalf for any bank products or upsell services offered during the time of your tax preparation.
- Make sure all documents including intake forms are scanned and saved in a location that is easy to find.
- iPhone Users – Use the NOTES app to scan your document in .pdf format. Go to NOTES-> Tap the New Note Icon-> (paper with a pencil on it) Tap the camera icon, Select SCAN DOCUMENTS.
- Download your W2’s from Employer’s Payroll/Paycheck site, save as .pdf in a file location that is easily accessible.
- Use an All in One Printer/Scanner or a printer that support EPrint.
- Scanned documents can be sent directly to my Office by Clicking Here. Or UPLOAD them via the Worthy Admin App.
What if I can't pay my Tax filing fees at the time of appointment?
No Worries :) , you just need the $25 Booking Fee and then Get a Refund Transfer -
This is an additional fee that you will pay for the convenience of having your tax preparation fees come out of the refund. Once the IRS accepts and releases the refund, it will get deposited into a temporary third party bank account that MetaBank will be set up for you. You do not need your banking information. Once the funds hit the account, I will print you a check, direct deposit, or add to a PrePaid Debit Card, subtracting the refund transfer fee and the tax preparation fee from the refund amount. These fees will come out of Federal or State Refund, whichever funds 1st.
This is an additional fee that you will pay for the convenience of having your tax preparation fees come out of the refund. Once the IRS accepts and releases the refund, it will get deposited into a temporary third party bank account that MetaBank will be set up for you. You do not need your banking information. Once the funds hit the account, I will print you a check, direct deposit, or add to a PrePaid Debit Card, subtracting the refund transfer fee and the tax preparation fee from the refund amount. These fees will come out of Federal or State Refund, whichever funds 1st.
are you offering any incentives?
YES! ...YES INDEED.. Follow me on Facebook, Instagram, Twitter for weekly discount offers that pertain to a theme.
Special End Of Tax Season Prize Drawing
Also---> EACH TAX YEAR I CELEBRATE CUSTOMERS WITH A RAFFLE DRAWING.
There is a Special Prize Awarded at the end of the Tax Season:
2019- Android Tablet with $150 Google Ad Sense Certificate- A&M Custodial Services of Mishawaka, IN
2020- Apple Watch Series 5 w/GPS+Cellular - LaKeisha C. of Shreveport, LA
2020- Apple AirPods - Jowan W. of South Bend, IN
2021- Amazon Alexa Echo Show 5 w/Stand- Sonya K. of Indianapolis, IN
FireStick Lite w/Remote- Richard N. Plymouth, IN , and an Echo Dot with Wall Mount Valerie M. of South Bend, IN
2022- Cruise Travel Gift Paid Exclusively by Worth Administration. Recipient must pay taxes and port fees upon Sailing. (You have 24 Mths. to set sail and plan) Transportation to Port of Embarkation is not included. TBD
DETAILS TO FOLLOW ONCE DESTINATIONS AND TRAVEL LOGISTICS ARE CONFIRMED and
To be eligible for the drawing:
There is a Special Prize Awarded at the end of the Tax Season:
2019- Android Tablet with $150 Google Ad Sense Certificate- A&M Custodial Services of Mishawaka, IN
2020- Apple Watch Series 5 w/GPS+Cellular - LaKeisha C. of Shreveport, LA
2020- Apple AirPods - Jowan W. of South Bend, IN
2021- Amazon Alexa Echo Show 5 w/Stand- Sonya K. of Indianapolis, IN
FireStick Lite w/Remote- Richard N. Plymouth, IN , and an Echo Dot with Wall Mount Valerie M. of South Bend, IN
2022- Cruise Travel Gift Paid Exclusively by Worth Administration. Recipient must pay taxes and port fees upon Sailing. (You have 24 Mths. to set sail and plan) Transportation to Port of Embarkation is not included. TBD
DETAILS TO FOLLOW ONCE DESTINATIONS AND TRAVEL LOGISTICS ARE CONFIRMED and
To be eligible for the drawing:
- Must be one of the 1st 200 Clients to File 2022 Taxes at Worth Administration's VTO.
- Efile your Return
- Get Your Return Accepted By IRS
How do get up to $6,000.00 of my return -> TODAY?
Refund Advanced Loan – Available until February 28th, Allows Taxpayer to get an advance of a portion of their refund instead of waiting for the PATH ACT Rule for Taxpayers who are claiming EITC, Child Tax Credit or Schedule C Deductions and Credits. You can apply for 25%, 50%, or 75% of your Tax Refund. There is a $150 fee in addition to the tax preparation and Refund Transfer costs when taxpayers need immediate cash or when a sudden un-expectancy occurs and you would like to apply for this loan.
- Actual Loan Amount is Determined by the Bank based on Preset Qualifications and your Refund amount to cover the loan.
- I will go over all of the loan's conditions and the amounts that you can apply for with you.
- Signature Consent is required to use your Tax Information in connection with this loan.
- Loans are provided solely by MetaBank's Discretion. Worth Administration Virtual Tax Office and 1040 TaxBiz have no bearings on their decision or loan amount that they approve.
- Once your return is accepted by the IRS and Loan amount is approved by the bank, I can print you out a check the same day the funds are available, Add to PrePaid Debit Card, or Foward it to your Bank as Direct Deposit.
What is Str8 e-file?
A Str8 E-file is a client who pays the tax preparation fees before submitting the return to the IRS. My clients can pay by cash, credit card, or by debit Card. I also accept PayPal, CashApp, Zelle or Apple Pay. By paying you up front, your refund will come straight (Str8) to you from the IRS.
Depending on which method you choose, the refund will come in either a check by mail or a direct deposit into their bank account. The only fees filing this way are your $25 booking fee (Deducted from Prep Fees if Transmitted to the IRS) and filing fees that I'm charging to do the tax return. No money comes out of your refund.
Depending on which method you choose, the refund will come in either a check by mail or a direct deposit into their bank account. The only fees filing this way are your $25 booking fee (Deducted from Prep Fees if Transmitted to the IRS) and filing fees that I'm charging to do the tax return. No money comes out of your refund.
Rosetta marie, Other Folks are offering federal and state filing fee for free $-0-.. Why choose worth administration?
I'm offering $CASH NOW$ bank product for all EITC, Child Tax Credit and Schedule C filers so they don't have to wait until Mid March and BEYOND to get a Tax Refund that they need NOW.
Also if any of these apply to your tax situation—
Also, their user-friendly FREE version will not seek out deductions and credits for you, ... I WILL.
Also if any of these apply to your tax situation—
- Itemized deductions
- 1099-G Unemployment
- Business or 1099-NEC income
- Stock sales
- Rental property income
- Credits, deductions and income reported on schedules 1-3, such as the Student Loans
- Interest Deductions
Also, their user-friendly FREE version will not seek out deductions and credits for you, ... I WILL.
WHAT TO EXPECT WHEN FILING YOUR TAXES WITH WORTH ADMINISTRATION?
Here's what you can expect when filing your taxes with Worth Administration:
- A thorough assessment of your tax filing needs.
- Determine the best filing status that fits your income situation.
- Analysis of all deductions applicable to your income and expenses.
- Review of your tax forms for accuracy to ensure IRS Acceptance.
- Secured Work environment that is data protected. Our session is relayed via a secured portal from the comfort of your home. Documents you upload to me is safe and encrypted.
- Offers that pertain to your financial health with ways of getting immediate cash for un-expectancies.
- Refund Options such as Printed Check, Direct Deposit or I can load your refund to a Prepaid Debit Card.
- Tax Prep discounts that you will not get with other programs or tax office competitors.
- Customer Appreciation Gifts such as Travel Discounts and Hotel Stays for that Much Deserved Vacation.
- Entry into End of Tax Season Drawing for a Special Prize.
- 100% Audit Support Included with Your Tax Return. Allow Experts to Handle IRS Letters, Notices or Review Process on your behalf without hassle.