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Virtual Tax

Virtual Tax Service

BRIGIM has years of experience filing personal tax returns and business clients in Orange County for clients from different states and countries.

 

Since the onset of the pandemic, we have been helping clients prepare and file their tax returns virtually. This eliminates the need to make the annual pilgrimage to our office while guaranteeing that you receive the same care and attention from our reputable professionals.

 

At BRIGIM, we never outsource your tax return to foreign 3rd parties, nor do we prepare your return using DIY Tax software.

Our hands-on approach also applies to virtual tax preparation.

  1. Schedule an initial consultation with our licensed CPA to assess your tax situation and goals

  2. Sign an engagement letter outlining the service and responsibilities.

  3. Pay a retainer fee.

  4. Complete a secure online questionnaire and upload tax documents through our secure client portal.

  5. An experienced accountant will be assigned and communicate with you during the preparation.

  6. Review the draft tax return uploaded to the client portal.

  7. Your assigned accountant will schedule a call/meeting with you to walk you through the tax return.

  8. Sign the return electronically and pay the balance online.

  9. We will E-file your returns upon receiving your signatures.

Contact us today to have a trusted and experienced professional help with tax filings, no matter where you are.

Our client portal is open to your year-round and easy to use*.

 

You can upload your documents during the tax season or submit them whenever you receive them to ease your organizing effort at the end of the year. You can easily snap a picture and upload it securely through APP. If you need a copy of your return, you can log in through a web page or APP to retrieve it anytime. It is your file cabinet in the cloud.

*We take clients’ privacy and sensitive data very seriously. Our portal uses a high level of encryption technology.

Contact us Today

for a Free Consultation

20 Corporate Park, Suite 260,

Irvine, CA 92606  


info@brigimcpa.com

Tel: +1 (949)-387-4999