|Tax-Aid is offering virtual tax services. That means you can email or mail us all of your tax documents and we will prepare your tax return for you. Everything will be sent back to you via email or mail. If you want to email us your documents, you will either need a scanner or the camera on your phone or computer to take photos of your tax documents.|
Please follow these steps:
Step 1: Complete our tax questionnaire completely. Click this link to complete the questionnaire.
If you prefer, you may download, print and mail us the questionnaire via US mail to our office along with all of your tax documents using the Checklist below. Please note, we check our mail only once a week so this is the slowest option.
Step 2: Provide your tax documents. If you submit your tax questionnaire via this website with the link above, you will be given an option to directly upload your tax documents into a secure file folder unique to you. You can use a scanner or the camera on your phone to take photos of your tax documents that pertain to your situation. Please refer to the Checklist of Tax Forms below for the items we need.
Step 3: Send an email to us at firstname.lastname@example.org or call us at 415-229-9240 and let us know you’ve sent us all of your documents.
Step 4: Tax-Aid will contact you to set up an appointment to review your documents with you and let you know about the next steps.