Virtual Tax
Our goal with every client is to make business less stressful, which is why we offer our Virtual Tax Return Preparation (Corporate & Personal) and Virtual Tax Assistance Service (Year-End 1099s & W9s).
Our Virtual Tax Preparation services offer completely remote and paperless tax preparation for both Corporate and Personal returns — simply upload your tax documents via our secure online client portal or share access to your own cloud platform and we’ll go to work.
When your return is ready, sign your tax return documents online and we’ll electronically file them. Our meetings are online – meet with us from the comfort of your home or on-the-go using your computer, tablet or smartphone!
Our Virtual Tax Assistance services offer hands-off 1099 & W9 preparation as well as e-filing. Our Team reviews and verifies information with your Owners and Vendors, makes updates accordingly, and ensures the appropriate filings are made on your behalf so that you are always in-compliance.
Online Convenience
Get your taxes done by an Ex-Big 4 (PricewaterhouseCoopers (PwC), Ernst & Young, KPMG, and Deloitte) tax professional, in the convenience of your own home.
E-File
All tax returns, 1099s, and state-specific filings are e-filed. Quick and Easy with back-up files available as-required.
Professional & Personal Service
We are committed to giving all our Clients the professional service and personal care they deserve, especially as it relates to tax filings.
Transparent Pricing
Tax returns are quoted in advance based on the complexity of the forms involved. For 1099s, OptimalBooks does not charge a markup or fixed price on filings. Clients pay all applicable e-filing costs directly and just pay OptimalBooks hourly.
Pricing
1099 Preparation
$28/Hr
Tax Return Preparation
Send us your prior year’s personal and/or corporate tax returns and we’ll provide a timely quote.
By Quote
FREQUENTLY ASKED QUESTIONS (FAQ)
Can you file 1099s/tax returns in my state? Who pays for filing fees?
- Yes, we can e-file both 1099s and tax returns in any state; Clients pay applicable filing fees.
Is year-end 1099 preparation included in the cost of monthly bookkeeping?
- Given the seasonality of 1099 preparation (end of year only), it is paid separately from monthly bookkeeping.