Convenient Video Conferencing with Tax Plus Experts

Start Your Taxes Virtually

  • Five easy steps from start to finish.
  • There is no additional cost for video conferencing.
  • Perfect for local and remote clients.
  • Great Zoom video conferencing quality.
Schedule Conference

Our simple five-step process assures a smooth, productive tax filing experience while protecting your personal information. You will need internet access, a video camera, a speaker, and a microphone. What you can expect:

Step 1. Schedule Your Video Conference.
Step 2. Gather & Send Us Your Tax Information
Step 3. Expect a DRAFT of your Tax Filings.
Step 4. Join Your Video Conference Appointment.
Step 5. Finalize Your Tax Filings.

Tax Video Conferencing Details

Step 1. Schedule Your Video Conference.

Fill out the form on this page or contact via e-mail or phone 310.398.3231 to schedule a one hour Zoom conference. Izaira will send a confirmation via e-mail for the Zoom video conference with a link to the conference which will look like this:

(Name of TaxPlus Representative) is inviting you to a scheduled Zoom meeting.
Topic: My Tax Meeting
Time: Jan 23, 201,9 8:00 AM Pacific Time (US and Canada)
Join Zoom Meeting

Step 2. Gather and send Tax Information

Izaira will e-mail you the appropriate tax organizers if requested. If you are an existing client the organizers are customized based on prior year information and password protected with your tax id. Otherwise, for new clients, the tax organizers will be standard but based on your specific tax situation.

Gather all relevant tax documents, complete the tax organizer(s) and send them to Izaira via our secure document exchange link in Izaira’s e-mail signature below the company logo. E-mail or call your tax representative with any tax questions during your document gathering process. Once your documents are complete, send them to Izaira as soon as possible ahead of your video conference.

Step 3. Expect a DRAFT of your Tax Filings

The TaxPlus representative will work on your returns and e-mail or call with any questions in the time before the video conference. They will send you a DRAFT of your tax forms for review ahead of your video conference. This is only a DRAFT that could change significantly when reviewed in depth together during the video conference.

Step 4. Video Conference Appointment

On the date and time of your video conference, you will click on the pre-established link that Izaira e-mailed. The one-hour conference will resolve any final questions to arrive at an optimal tax filing.

Step 5. Finalize Your Tax Filings

Upon your approval, the TaxPlus representative will send you a final copy for your e-signature. Once we have your e-signatures we can e-file your tax returns!

Contact or call 310.398.3231 to schedule your tax preparation video conference.