How the Remote Tax Preparation Process Works
Our goal is to make the handoff from the referring professional to PG Tax Services simple while giving the client personal attention and a clear understanding of what is needed.
A clear seven-step process
Referral Received
An attorney or other professional refers a client who may need current or prior-year income tax returns prepared. Any known court, filing, or other time-sensitive deadline should be identified with the referral.
Secure Document Collection
PG Tax Services contacts the referred client and provides access to a secure electronic document-sharing process. The client is asked to identify the tax years that need attention and provide available tax documents along with a copy of the most recently filed tax return, if available. Documents can be uploaded from a computer, tablet, or smartphone, and many documents can be photographed and uploaded directly from a mobile device, so a scanner is not required.
Initial 30-Minute Video Conference
After the initial information is received, we schedule a 30-minute video conference to better understand the client’s filing history, how the client previously filed, income sources, employment or self-employment, business activity when applicable, missing records, and the specific returns that may need to be prepared. The conference can be conducted in English or with Spanish-language assistance when needed.
Determine the Scope
After reviewing the available information and speaking with the client, PG Tax Services identifies the returns and additional records needed to proceed. The scope of the tax preparation engagement and applicable fees can then be discussed before preparation moves forward.
Prepare the Returns
Once the necessary information has been received and the engagement is accepted, PG Tax Services prepares the applicable federal income tax returns through a remote electronic process using professional tax preparation software.
Signatures, Filing & Completion
Required signatures and electronic filing are handled electronically when available. If a return must be filed by mail, the completed return and applicable filing instructions can be provided to the client for mailing.
Professional Status Updates
With the taxpayer’s authorization, the referring professional can be kept informed of meaningful milestones, including client contact, receipt of documents, preparation status, and completion or delivery of the applicable returns.
How to Obtain an IRS Wage and Income Transcript
If original tax documents are no longer available, a Wage and Income Transcript may provide information from certain documents previously reported to the IRS, including Forms W-2 and 1099.
- Visit the IRS website and open the Get Your Tax Record / transcript service.
- Sign in to your IRS Individual Online Account, or create an account and complete the IRS identity-verification process.
- Access your available tax records or transcripts.
- Select the Wage and Income Transcript for the tax year requested by PG Tax Services.
- Download or save the transcript.
- Upload the transcript using the secure document link provided by PG Tax Services.
Do not provide your IRS username, password, or identity-verification information to PG Tax Services or to the referring professional.
The IRS may update its online-account process. Always follow the instructions on the official IRS website.
Information to have available
- The tax years that need attention
- Available W-2s, 1099s, and other tax documents
- A copy of the most recently filed tax return, if available
- Complete information about wages, side-job, self-employment, cash, check, and payment-app income
- Any known court, filing, or other time-sensitive deadline
Common questions
Do I need to visit an office?
No. PG Tax Services is set up to complete the tax preparation process remotely.
Do I need a scanner?
No. Many documents can be photographed and uploaded directly from a smartphone.
Can I receive Spanish-language assistance?
Yes. Spanish-language assistance can be made available when needed, including during the initial video conference and client communication.
What if a return must be mailed?
The completed return and applicable filing instructions can be provided to the client for mailing.
Ready to begin?
Start with a written intake. Secure document instructions follow after contact.