Available nationwide · Remote & secure

Professional services from anywhere in the country.

Our full team — same experts, same credentials — available by phone, video, and secure document upload. No office visit required.

  • 🔒 Secure document upload
  • 📋 Same advisor as in-office
  • ✍️ Review and sign remotely
  • 📱 Track your return anytime

Two ways to connect

Know exactly where to go.

Upload your documents

First-time or returning virtual client? Start here. Create a secure account and upload your tax documents directly.

Open document portal →

Existing client portal

Already working with us? Log in to your Atom client dashboard to manage your case, communicate with your advisor, and view your documents.

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How it works

Four steps. That's it.

01

Create your account

Visit our secure document portal on your phone or computer and create an account. If you have filed with us virtually before, sign in to your existing account.

02

Upload your documents

Gather your tax documents — W-2s, 1099s, last year's return — and upload them directly to your secure account. Our team is notified as soon as your documents arrive.

03

Review and sign

We prepare your return and share it with you for review. When everything looks right, sign it electronically so we can file it.

04

Track and receive

After signing, we file your return electronically. You can track the status of your refund anytime by logging into your account or using the IRS refund tracker.

Services

What we can do remotely.

Virtual tax preparation

Individual and business returns, prepared, reviewed, and e-filed.

IRS representation & audit support

Fully remote through IRS Power of Attorney — you never have to appear.

Business formation & advisory

LLC, S-Corp, and C-Corp setup with all documents handled digitally.

Certified translations

Delivered digitally and accepted by USCIS, courts, and universities.

Bookkeeping & payroll

Ongoing remote engagement — monthly books, W-2s, 1099s, quarterlies.

FAFSA & university assistance

Financial aid forms and university application support, start to finish.

Please note: Notary services and certified DMV translation require an in-person visit at one of our three Connecticut locations.

Why remote clients trust us

You've never met us. Here's why that's fine.

Licensed in Connecticut, serving clients in all 50 states.

Certified translators on staff — English, Spanish, Portuguese.

IRS Power of Attorney allows us to represent you without you being present.

Jovanny Ortiz, MBA (Sacred Heart University) — corporate tax specialist.

15+ years · 5,000+ returns filed.

Questions

Remote work, answered.

Yes — we prepare returns for clients in all 50 states. You upload your documents through our secure portal, we prepare and review your return, then file it electronically. Most returns are completed within 72 hours of receiving complete documents.

Ready to get started?

Book your virtual consultation — it takes less than 5 minutes.

Already a client? Log in to your portal