Tax Return Services

This process handles onboarding clients for tax return preparation services from Soto Accounting.

Begin by selecting below if you’d like your services provided virtually or in-office.

Our virtual process includes online onboarding with e-signatures and secure file upload portal. Communication may occur over phone, email, or zoom. The typical turnaround time for virtual tax return services is usually 1-2 weeks. You can expect longer turnaround times as we approach the deadline.

Our in-person process includes a 1-hour in-office session where we onboard and complete your tax returns all at once. If an additional session is required then a meeting (virtual or in-person) will be scheduled after the initial session. Basic tax returns may be completed in one session. More complex tax returns may require additional sessions.

If you’re a new client and would like a discovery call before onboarding, then please Click Here to schedule a meeting and Click Here for our services and pricing.