• Virtual Money Tax Services | Quick Tax Information Update — 2027 Filing Season

    A fast pre-intake/update form for Virtual Money Tax Services. Estimated 3–5 minutes. This is not a filed return, and sensitive documents must be sent only through the secure portal.

  • Contact Information

  • Format: (000) 000-0000.
  • What do you need help with? (Choose all that apply)*

  • Individual Tax Details

  • Filing Status*
  • Employed with W-2 Income?*
  • Self-Employed?*
  • Dependents?*
  • Life Changes
  • Health Marketplace Insurance?

  • Prior-Year Tax Return Details

  • Filing season note
  • Tax year(s) from prior return*

  • Amended Return Details

  • Tax years needing amendment*
  • Was the original return filed?*
  • Was the original return prepared by our office?*
  • What needs correction?*

  • S Corporation Return Details

  • Tax year(s) S-corp return needed*
  • Owners / K-1 needed?*
  • Bookkeeping / financial statements available?*
  • Payroll / W-2 issued to owner?*
  • First-year S corp?*

  • Self-Employed / Small Business Details

  • Income forms received*
  • How complete are your bookkeeping records?*
  • Do you use a vehicle for work?*
  • Do you have a home office?*

  • Education / School Tax Credit Details

  • Who is enrolled at an eligible college or trade school?*
  • Enrollment status*
  • Program level*
  • Form 1098-T available?*
  • Scholarships or grants received?*

  • What Changed Since Your Last Return

  • What changed since your last return?*
  • Expenses, deductions and tax benefits to review
  • Readiness items
  • Update Since Last Filing
  • Are you a prior client?
  • Contact Notes
  • Do not enter Social Security numbers, EINs, bank account/routing numbers, IRS IP PINs, dates of birth, passwords, or upload tax documents in this public form. Use https://virtualtaxproportal.lovable.app/auth for private documents after identity verification.
  • I understand this quick information update does not file a tax return or guarantee a refund or refund advance. The office may request more information securely.*
  • Should be Empty: