Virtual Tax Preparation
Ask the Tax Nerds!
We study the Tax Law so you don't have to.
What documents are needed to file my return with Tax Nerds?
Since most of our returns are prepared digitally, we request all necessary income forms such as a W2, 1099, or ledger/statements for cash income. We also request a photo of a valid identification (license, passport, etc). Along with these items, we ask that you submit an Identity Check which is a picture of you holding your license next to your face. Lastly, for any credits, such as the Child Tax Credit or Earned Income Credit, our Tax Nerds will document answers to questions they ask you and also require you to upload proof of Child Residency for dependents you claim.
If I didn't receive any stimulus payments, can I claim it on my return?
If you are eligible for the stimulus and you did not receive it, the IRS allows you to claim it as the 'Recovery Rebate Credit' on your tax return. Our Tax Nerds will ask you to provide from 1444 to verify the stimulus amounts you have received (if any) to make sure you are claiming an accurate amount. The same rule applies for the Advanced Child Tax Credit, however the form to verify your amount received is 6419.
How do I file with the Tax Nerds if I'm located out of state?
Our system allows us to request and retrieve your tax documents from you digitally. Our Tax Nerds will anazlye your tax scenario and request the necessary documents to prepare your return. You will upload them on our user-friendly interface. Once complete, you will receive an email to digitally review and sign your tax forms. The process can be completed all over-the-phone!
How much does it cost to file with the Tax Nerds?
Because each tax scenario can be unique, it is difficult for us to quote you on a flat fee without knowing what your tax return truly entails. What we can tell you is, our prices are based on the forms it takes to prepare your return. For a complete breakdown of the price per form,
Do I have to pay the tax preparation fees upfront?
The best part about filing with the Tax Nerds is that we offer a 'Zero-Out-of-Pocket' cost option to our clients. By opting into our refund product offered through Refund-Advantage, you can choose to have your tax prep fees deducted from your tax return once it funds. Ask your Tax Nerd for more information regarding our Refund Transfer program.
*Additional Fees aside from Tax Prep apply.