People often ask if I can prepare their taxes even they cannot come by my office to drop off their documents, or return later to review and sign. The answer to that question is most definitely "YES!"  I do tax return preparation for people as far away as Afghanistan. We just need to make arrangements to transfer the documents and information securely. For this I use a combination of phone, email, and an encrypted portal.  The general process is outlined below.  If you're interested, contact me at (757) 407-4189.

Distance Tax Client Flowchart

That's the basic process. I think it's pretty simple. I prepare dozens of tax returns annually for clients I don't see in person. It is a growing segment of my business. Many military families PCS away from the Hampton Roads area, but want to maintain continuity with PIM Tax Services for their tax needs. Modern technology makes it possible to do easily and safely. Check it out and see!