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Virtual tax preparation · Secure · English & Spanish
Virtual Tax Preparation: File Your Taxes From Home
Skip the waiting room. APEX Income Tax & Multiservice prepares your tax return 100% online. Book a time that works for you, upload your documents through our secure portal, and review your return with a real tax professional over Zoom. Quick turnaround, flexible hours, and service in English or Spanish, wherever you live in the U.S.
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Virtual tax preparation starts at $200 · Call or text (972) 803-6207
4.9 ★
276 Google reviews
Fast
Quick turnaround once your documents are in
Flexible
Evening & weekend times in tax season
Secure
Encrypted upload & e-signature portal
Tax preparation that fits your schedule
No driving, no waiting room, no time off work. You get the same professional preparation our Oak Cliff office clients get, done on your time.
Quick turnaround
We start preparing your return as soon as your documents and deposit are in. If we need anything else, we message you right away so nothing sits waiting.
Flexible hours
Open 7 days a week during tax season (January 2 – April 18) with evening appointments. After tax season, Monday–Friday plus Saturdays 10:00 am – 5:00 pm.
A real person, in your language
You review your return one-on-one with our team over Zoom, in English or Spanish, and get every question answered before anything is filed.
Every return, 100% virtual
We prepare every type of return virtually
Personal or business, current year or years behind: if we prepare it in our office, we can prepare it virtually.
Personal tax returns
W-2 employees, families, retirees and students (Form 1040).
Personal tax preparation →
Prior-year & unfiled returns
Behind one year or several? We prepare past-due returns and help you get caught up.
Business tax filing →
Self-employed & small business
Freelancers, gig workers, contractors and sole proprietors (Schedule C).
Business tax filing →
LLC tax returns
Single-member and multi-member LLCs, including LLCs taxed as an S corporation.
Business tax filing →
Corporate tax returns
C corporation (Form 1120) and S corporation (Form 1120-S) returns.
Business tax filing →
Partnership tax returns
Partnership returns (Form 1065) with Schedule K-1s for each partner.
Business tax filing →
Not sure which return you need? Book a virtual appointment and we will tell you during intake.
How it works
Your virtual tax return in 9 simple steps
From booking to filing, everything happens online through secure links we send you.
Get started
1
Choose a date & time
Pick the appointment that fits your schedule from our online calendar. Book now →
2
Receive your secure intake link
We text and email you a personal intake link to fill in your information.
3
Upload your documents securely
Upload your W-2s, 1099s, ID and other documents through our encrypted portal. Please never send tax documents or Social Security numbers by regular email or text.
4
Pay your deposit invoice
If you pay your fees directly, a 50% deposit of the estimated preparation fee is required. Paying from your refund instead? Your deposit is just $50. Once it’s paid, your return goes into preparation. See payment options →
We prepare your return
5
We prepare your return
Our team prepares your return. If anything is missing, we message you, so reply quickly to keep your return moving.
6
Review your return on Zoom
We schedule a Zoom meeting to walk you through your return, finalize the details and answer all of your questions.
Sign, pay & file
7
Approve & e-sign
Once you approve your return, at the end of the session we send your e-file authorization to sign through our secure portal.
8
Pay your final invoice, or pay from your refund
After you sign, we send your final invoice for the remaining balance. If you chose to pay from your refund, there is no final invoice: the remaining fee is deducted from your refund when the IRS releases it.
9
Get your copy. We e-file with the IRS.
We send your copy of the completed return through the secure portal and transmit your return to the IRS electronically.
Why choose APEX
Local expertise vs. big-box virtual tax offices
National chains and online tax services handle millions of returns. We handle yours, with an experienced local team that stays with you all year.
| APEX Income Tax & Multiservice | Big-box & national online tax services | |
|---|---|---|
| Who prepares your return | ✓Experienced local tax professionals from our Oak Cliff, Dallas office | Whoever is available in a national network |
| Same team every year | ✓Yes. We get to know you and your history | Not guaranteed |
| English & Spanish | ✓Fully bilingual team, from intake to your Zoom review | Varies by location and service |
| Available after tax season | ✓Yes, year-round: Monday–Friday plus Saturdays | Many offices are seasonal or have limited hours |
| One-on-one review before you sign | ✓Yes. A live Zoom review with our team | Varies by package |
| Option to meet in person | ✓Yes, at 2743 S. Hampton Rd, Suite A, Dallas | Depends on the provider and location |
| Business, LLC, corporate & partnership returns | ✓Yes, all prepared virtually | Varies by provider and often by service tier |
| Prior-year & unfiled returns | ✓Yes, one year or many | Varies by provider |
| Help with IRS letters after you file | ✓Yes. Call or text us any time of year | Varies by provider and package |
Comparison is general and based on typical national chain and online tax service offerings. Features, hours and pricing vary by provider, location and package.
Why choose APEX
Local expertise vs. big-box virtual tax offices
National chains and online tax services handle millions of returns. We handle yours, with an experienced local team that stays with you all year.
| APEX Income Tax & Multiservice | Big-box & national online tax services | |
|---|---|---|
| Who prepares your return | ✓Experienced local tax professionals from our Oak Cliff, Dallas office | Whoever is available in a national network |
| Same team every year | ✓Yes. We get to know you and your history | Not guaranteed |
| English & Spanish | ✓Fully bilingual team, from intake to your Zoom review | Varies by location and service |
| Available after tax season | ✓Yes, year-round: Monday–Friday plus Saturdays | Many offices are seasonal or have limited hours |
| One-on-one review before you sign | ✓Yes. A live Zoom review with our team | Varies by package |
| Option to meet in person | ✓Yes, at 2743 S. Hampton Rd, Suite A, Dallas | Depends on the provider and location |
| Business, LLC, corporate & partnership returns | ✓Yes, all prepared virtually | Varies by provider and often by service tier |
| Prior-year & unfiled returns | ✓Yes, one year or many | Varies by provider |
| Help with IRS letters after you file | ✓Yes. Call or text us any time of year | Varies by provider and package |
Comparison is general and based on typical national chain and online tax service offerings. Features, hours and pricing vary by provider, location and package.
Payment options
Two easy ways to pay
Virtual tax preparation starts at $200. Your exact price depends on your return and is confirmed on your invoice before any work begins.
Payment options
50% deposit required for all virtual clients
If you are not using a bank product, all virtual tax preparation clients pay 50% of the estimated preparation fee up front to reserve your spot and start preparation. The balance is due after you review, approve and e-sign your return, before we deliver your final copy and e-file.
Option 2 · Pay from your refund
Start with just $50. The rest comes out of your refund.
Expecting a refund? Pay a $50 partial payment up front. It is credited to your preparation fee. The remaining fee is deducted from your federal refund through our bank product (a refund transfer), so there’s nothing more to pay out of pocket.
The bank product is optional and provided through our bank product partner, Santa Barbara Tax Products Group (SBTPG). A separate bank fee applies and is disclosed before you choose. It is not a loan. Your fees are paid only when the IRS releases your refund, and the IRS controls refund timing. You can always pay your fees directly instead and avoid the bank fee.
What to have ready
- Photo ID for you (and your spouse)
- Social Security or ITIN numbers for everyone on the return
- W-2s, 1099s and any other income forms
- Form 1098 (mortgage interest) and 1098-T (tuition), if any
- Form 1095-A if you had Marketplace health insurance
- Childcare provider name, address and tax ID
- Last year's tax return (new clients)
- Bank routing and account number for direct deposit
- IRS Identity Protection PIN, if you have one
Your information stays protected
Personal tax returns
Documents, signatures and your finished return all move through a secure, encrypted client portal, never regular email.
Written security plan
We protect client data under a Written Information Security Plan, as the FTC Safeguards Rule requires for tax preparers.
Confidential by law
We use your tax information only to prepare your return, as federal law (IRC §7216) requires. See our Privacy Notice.
Virtual tax preparation FAQ
Do I have to mail my passport to the IRS?
No. As a Certifying Acceptance Agent, we verify your original documents in our office and certify them. You keep your passport.
How do I apply for an ITIN?
You submit Form W-7 with your federal tax return and supporting identity documents. We prepare and review everything, certify your documents, and submit the package.
How much does it cost?
Your ITIN application is prepared at no additional charge when you file your tax return with APEX. You can also file Form W-7 directly with the IRS at no cost.
How long does it take to get an ITIN?
The IRS says to allow 7 weeks, or 9 to 11 weeks during tax season (January 15 to April 30) or if you apply from overseas.
Why do ITIN applications get rejected?
Most often for missing or incorrect documents, a missing tax return, or an expired ITIN that was not renewed. Reviewing everything before submission prevents most of these.
Do I need to renew my ITIN?
If it has not been used on a federal tax return at least once in three consecutive years, it has expired and must be renewed before you file.
Is an ITIN the same as a Social Security number?
No. An ITIN is a tax processing number only. It does not provide Social Security benefits, work authorization or immigration status, and it is used only for federal tax purposes.
Can I get an ITIN without filing a tax return?
Usually Form W-7 must be attached to a federal tax return. The IRS lists limited exceptions, such as certain third-party reporting situations. During your free review we check whether an exception applies to you.
Can you certify my children’s documents?
Yes, for passports and birth certificates. The IRS allows a Certifying Acceptance Agent to authenticate those two documents for dependents. Other dependent documents must be sent to the IRS or taken to an IRS Taxpayer Assistance Center, and we tell you which applies.
Can I open a bank account with an ITIN?
Many banks and credit unions accept an ITIN to open checking or savings accounts, but each bank sets its own rules. Ask your bank what it requires.
What happens if I file with an expired ITIN?
The IRS will still process the return, but it can delay your refund and disallow certain credits until the ITIN is renewed. Renewing before you file avoids that delay.
Do you help in Spanish?
Yes. Our service is fully bilingual, and this page is also available in Spanish.
Ready to file from home?
Choose a date and time, and we’ll send your secure intake link right away.
Important notice
APEX Income Tax & Multiservice LLC is a private, independent firm. We are not a government agency and are not affiliated with the IRS, the Texas Secretary of State or the Texas Comptroller. ITINs (Form W-7) and business registrations are available directly from the government at little or no cost at irs.gov and sos.texas.gov; you are not required to use a paid service. Our fees cover professional preparation and submission help only, and government fees are separate. We cannot guarantee approval or processing times and do not give legal or immigration advice. Questions: info@apexincometax.com.
