Personal Tax Guidance with Digital Convenience
What to Expect with McClurg Tax Solutions
Virtual Tax Prep Frequently Asked Questions
Is the entire tax preparation process virtual?
Yes. Consultations, document collection, tax preparation, return review, signatures, and electronic filing are completed online, giving you personal support without an office visit.
How do I securely submit my tax documents?
After getting started, you will receive instructions for uploading your documents through McClurg Tax Solutions’ secure online system. Sensitive information should never be submitted through standard email, text, or the website contact form.
How long does the process take?
Timing depends on the complexity of your return, the completeness of your documents, and the time of year. Ben will provide a clearer timeline after reviewing your filing needs.
What happens if I am missing a document?
Ben will let you know what additional information is needed before your return can be completed. Filing may be paused until all required documents are received.
Will I review my return before it is filed?
Yes. You will have an opportunity to review your completed return, ask questions, and provide the required authorization before it is electronically filed.
How will I know when my return has been accepted?
McClurg Tax Solutions will confirm when your return has been electronically submitted and accepted by the appropriate IRS and state tax agencies.