How Virtual Tax Filing Works

Option 1:

VIRTUAL - SELF PACED

1. Start: Sign Up!

To Start, ciick File Taxes at the menu. Complete the basic questions, complete the agreement, and your return begins!

2. Complete Your Self-Paced Interview

Upload documents and answer tax questions at your pace.

3. We Review Your Information

Your preparer reviews your information and requests anything that's missing!

4. You Receive Your Draft Return

The draft of your return is uploaded for your review.

6. Complete Payment

Complete payment based on your chosen payment option

7. Return Finalized & Filed!

The return is fiinalized and filed!

Option 2:

VIRTUAL - LIVE INTERVIEW

1. Start: Sign Your Service Agreement

To Start, click File Taxes at the menu. Complete the basic questions, complete the agreement, and your return begins!

2. Complete Basic Intake Form

 Upload your documents and answer basic tax questions.

3. Schedule & Complete Live Interview

 You receive a link to book your interview and complete your Live Interview with your preparer.

4. You Receive Your Draft Return

After the interview, we review your return and upload the draft for your review

6. Complete Payment

Complete payment based on your chosen payment option

7. Return Finalized & Filed!

The return is fiinalized and filed!

How to Start:

Click "File Taxes" at the Menu

 

Enter Email Addres to Get Started

 

Click Continue

 

Complete the Basic Details Form

 

Click "The Know Network - Tax Preparation" under Service Description

 

Click "Continue"

 

Start Return

Need an In-Person Appointment?

Click to Schedule