If you haven’t worked virtually with a CPA or EA before, then up until now, you have either gone to an accountant locally and dropped off your documents in a clasp envelope, or prepared your taxes on your own through TurboTax, H&R Block, or another self-preparation-type interface. With virtual tax preparation, Eco-Tax gives you access to a secure portal where you can log in and upload your scanned or downloaded documents. You don’t have to prepare it yourself and you don’t even have to leave the house!

Tax planning is the practice of building and implementing strategies that will save taxpayers money and ensure that taxes are paid in a timely manner and kept up to date. Such strategies include implementing the use of a tax-deferred retirement account or changing one’s tax structure. Tax preparation is taking the relevant financial information of a business or individual and translating it into a tax return that is compliant with IRS regulations while simultaneously making sure that all benefits available to a taxpayer are capitalized on for maximum tax savings.

As part of the membership, you will have an accountant assigned to you. You will have their email address and you are free to call in and ask questions as often as you’d like and can even schedule time with your accountant for more in-depth consultations as needed. Unlike the traditional model where a client is billed for an accountant’s time, Eco-Tax members get the benefit of unlimited consultation as needed. There is no limit on how often you can communicate.