Your taxes, done well, from anywhere
Clients in Minnesota, California, Virginia and overseas work with Jerome the same way local clients do: securely, by phone or video, without a single trip to an office.
Remote tax preparation works in four steps: you upload documents to a secure client portal, meet with Jerome by phone or video, review your return online, and sign electronically so it can be e-filed. You keep a copy of everything in the portal.
How it works
- Book a call. A short conversation to understand your situation and quote the work.
- Upload securely. You get a private portal link. No email attachments with your Social Security number in them.
- Meet when it suits you. Phone or video, in English or Spanish.
- Review and e-sign. Approve your return online and Jerome e-files it.
Why clients choose remote
- No office visits or waiting rooms
- Documents stay organized in one secure place
- Works for snowbirds, travelers and people living abroad
- Same Enrolled Agent, same review call, same care
Prefer to meet in person?
Clients in Homestead, Florida City, Cutler Bay, Palmetto Bay and the rest of South Dade can meet Jerome in person. Many do a first meeting face to face and the rest remotely.
Common questions
Is it safe to send tax documents online?
It is safer through a secure portal than by email, which is why Jerome uses one. Never email Social Security numbers or full tax documents to anyone.
Can you prepare returns for any state?
Jerome prepares federal returns for clients anywhere in the U.S. Ask about your state return during your first call.
Do I ever need to meet in person?
No. Everything can be done remotely, including signing. In-person meetings are available in South Dade if you prefer them.
It's always tax time. Let's get ahead of it.
Tell me what is going on with your taxes or your business. A short call is usually enough to know the next step.