Stay Well this Tax Season & GO VIRTUAL!

Peoples Tax professionals will expertly prepare your tax return, sign and e-file it to the IRS after it has been reviewed and signed by you, without you ever having to leave your home or office. We will communicate with you as needed by phone and email.

Secure Client Portal

For your peace of mind, our Client Portal employs the very latest in tried and tested security innovation… which means you know that whatever it is your sending, sharing or saying, you can be absolutely confident that no-one else is intercepting or viewing your material. Your security and privacy is a top priority.

Things to Know

• Our Tax Professionals are trained by our sister company, The Income Tax School. They stay up-to-date on the latest tax laws.
• Every tax return we prepare is double-checked by a second Peoples Tax Professional to ensure our accuracy.
• Your Peoples Tax Professional will communicate with you throughout the entire process via phone and email.
• Once your tax return is completed, your Tax Pro will go over your tax return with you and answer all of your questions.
• When you’re ready, you can sign through our secure portal, or you can come to one of our offices to sign, if preferred.
• Credit card payments can be taken on our secure website or by phone. Cash, check or credit card can be taken at our RVA tax offices.

Step One

Register for our Client Portal.

Step Two

Once you receive an email that access has been approved, complete online drop off form in Client Portal.

Step Three

Upload your tax documents. Review our Tax Appointment Checklist to make sure you include all required documents for your tax return. *Don’t forget a scan or image of your driver’s license and social security card.*

Once we receive your information, we will assign you to a Peoples Tax Professional who will get in touch with you via email or phone. The average time frame for the entire process from start to finish is between 5-7 business days once we have all of your supporting documents.