YOUR TAXES.
YOUR MONEY.YOUR FUTURE.
Professional tax preparation with a modern touch. File from wherever you are, explore your refund advance options, and stay connected every step of the way.
YOUR TAXES.
YOUR WAY.
One convenient starting point for everything you need, whether you're filing for the first time or returning for another tax season.
Start My Taxes
Take the first step toward a smoother filing experience.
Request an Estimate
Ask our team about a preliminary tax estimate.
Check My Status
Request a preparation update from our team.
Ask a Question
Need help? Connect with the right team member.
Refer a Friend
Know someone who needs tax help? Share the experience.
MORE OPTIONS.
LESS WAITING.
Explore refund advance options when you file with Virtual Money Tax Services. Eligibility and funding are determined by the participating financial institution.
CHECK MY OPTIONS ↗Offer amount is a design placeholder pending confirmation of current program terms. Subject to eligibility, approval and applicable terms. No guarantee of approval or funding.
Your next step starts here.
TAX TIME, SIMPLIFIED.
Our four-step experience gives you clarity, convenience, and support from start to finish.
GET STARTED
Select the service you need and tell us a little about your situation.
UPLOAD SECURELY
Submit your required documents using your private client portal.
REVIEW & SIGN
Review your prepared return and complete required authorizations.
STAY INFORMED
Get updates and follow your tax preparation progress.
BE YO OWNBOSS.
Thinking bigger? Explore tax preparer opportunities, training, and the tools to help you take your next business step.
REAL PEOPLE.
SMARTER SERVICE.
We believe filing taxes should feel organized, approachable, and convenient. Our goal is to help you understand the process while making it easier to connect with the support you need.
WORK WITH US ↗Start the filing process without unnecessary back-and-forth.
Clear next steps and helpful communication throughout preparation.
Answers to common tax questions in easy-to-understand language.
A service experience centered on your filing needs.
LET'S MAKE YOUR
NEXT MOVE.
New to Virtual Money or filing with us again? Tell us which service you need and we'll help you find the right next step.
Begin your request online with our connected client service forms. The private client portal is being configured separately.
Tell us what you need.
Begin with our secure general inquiry form. A tax preparer can follow up about next steps and document requirements.
START MY TAX REQUEST ↗Do not enter Social Security numbers, bank details, or upload tax documents using this general request form. Private uploads will be available only after client verification.
WE'VE GOT
ANSWERS.
Helpful information before you begin.
Can I get my taxes prepared online?
Virtual Money Tax Services is designed for a convenient, virtual-first process. Specific intake, document transfer, and signature steps depend on the secure workflows connected to your account.
What documents do I need to get started?
Common documents include government-issued identification, W-2s, 1099s, and relevant dependent or expense records. Your preparer can provide a checklist tailored to your circumstances.
Is a refund advance guaranteed?
No. Refund advances are subject to eligibility, financial institution approval, and the terms of the available program.
How do I check my tax preparation status?
You can request a tax preparation status update using our online form. Once the private client portal is activated, verified clients will also be able to sign in and see case updates. This is different from checking an IRS refund after filing.
Can I become a tax preparer?
Use the Tax Preparer Opportunity section to learn more about available training and business opportunities. Details and eligibility must be confirmed with the team.