Online tax preparation gives you a way to work with a tax professional without making an office visit. You can discuss your situation, provide requested records securely, and ask questions about your return from wherever you are.
At My Online Tax Pro by Collins Income Tax & Solutions, LLC, you work directly with Craig Collins or an associate. The process starts with understanding what you need and confirming which services fit your situation.
Start with a conversation about your tax needs
Your first conversation helps identify the work involved. You might need a personal return prepared, help with self-employment income, business tax preparation, or assistance with an older return.
Be ready to explain:
- Which tax year or years you need help with.
- Whether you have employment, retirement, investment, or business income.
- Whether you moved or worked in more than one state.
- Whether you received a tax notice or have an approaching deadline.
You do not need to put sensitive details into your initial message. A general description gives your tax professional a starting point.
Before agreeing to services, ask about the scope of work, fees, expected timing, and how questions will be handled.
Submit documents through the secure process
Once services are confirmed, you will receive instructions for submitting requested documents through the Mango client portal.
Do not attach tax returns, identification documents, or financial statements to the public contact form. Keep Social Security numbers, tax identification numbers, and bank account information out of ordinary inquiry messages.
A remote process still depends on complete records. Organizing your documents before uploading them can make it easier to identify missing information and reduce follow-up questions.
Expect questions about your records
Tax preparation involves more than transferring figures from forms. Your preparer may need to clarify income sources, changes in your household, business activity, or information that differs from a prior return.
The IRS notes that reputable preparers ask for records and receipts and ask questions to understand the return. Its guidance also encourages taxpayers to check a preparer’s qualifications and availability. IRS guidance on choosing a tax return preparer
If you are unsure whether a document matters, ask before leaving it out.
Review your return before authorizing filing
Take time to review your completed return and ask about anything you do not understand. Check personal information and, where applicable, refund deposit details.
Never sign a blank or incomplete return. The IRS reminds taxpayers that they remain responsible for the information reported, even when someone else prepares it. IRS tips for choosing a tax professional
Ask what filing confirmation you should expect and how to obtain your completed return for your records.
Know where to turn afterward
Before the engagement ends, confirm how to raise a follow-up question and whether additional work would require a separate service agreement.
If you later receive an IRS or state notice, mention the notice and its response deadline when contacting your tax professional. Use the secure document process when requested.
Get started with personal guidance
Explore our personal tax preparation services or business tax and bookkeeping services.
To discuss your needs, call 850-391-7659 or email office@collinsincometaxsolutionsllc.com with a general inquiry. Requested tax documents should go through Mango after services are confirmed.