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REMOTE TAX PREPARATION
NATIONWIDE (100% ONLINE)
 

Klomark Accounting provides remote tax preparation for clients across the United States. Our process is straightforward: upload documents securely, we review and ask targeted clarifying questions if needed, you review the completed return, and we e-file after approval.​

Secure upload • Clear communication • Federal + state filing

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Who This Is For

✅ This service is a good fit if you:

  • Want a professional tax preparer without in-person meetings

  • Have W-2 income, 1099 income, or both

  • Are self-employed (Schedule C) or have side income

  • Sold stocks/crypto and received a 1099-B (investment activity)

  • Own rental property (Schedule E)

  • Lived or worked in one or more states

  • Want clear answers and organized final copies for your records

What’s Included

📌 Remote tax preparation typically includes:

  • Federal return preparation and e-file

  • State return(s) preparation and e-file (as required)

  • Review of documents provided + targeted follow-up questions

  • Clear summary of key results (refund/balance due and major drivers)

  • E-file authorization process

  • Secure delivery of final copies for your records

Note: Additional state returns and highly complex situations may require a custom quote.

How the Remote Process Works

🧾 Our remote process is designed to be simple and consistent:

  1. Intake
    Complete a short intake so we understand what changed this year.

  2. Secure Document Upload
    Upload your tax forms and supporting documents securely.

  3. Review & Clarifying Questions
    We identify missing items and ask only what’s needed to file accurately.

  4. Preparation & Client Review
    We prepare the return and send it for your review before filing.

  5. Approval & E-file
    After approval and authorization, we e-file and deliver your final copy.

Document Checklist (What to Upload)

📂 Common documents include:

Income

  • W-2

  • 1099-NEC / 1099-MISC / 1099-K (if applicable)

  • 1099-INT / 1099-DIV

  • 1099-B / brokerage summary (stock sales, capital gains/losses)

  • 1099-R (retirement), SSA-1099, unemployment (if applicable)

Deductions / Credits (as applicable)

  • Mortgage interest (Form 1098)

  • Property taxes and state/local tax items

  • Childcare expenses

  • Education (Form 1098-T)

  • HSA documents (1099-SA / 5498-SA)

  • IRA contributions (Form 5498)

If Self-Employed / Rental / Investments

  • Business income & expenses summary (or bookkeeping export)

  • Rental income & expense summary, repairs/improvements

  • Investment statements showing proceeds and cost basis (when available)

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Common Issues We Help Prevent

🛡️ A few examples of preventable issues we watch for:

  • Missing forms that can trigger IRS matching notices

  • Stock sales reported without cost basis (which can overstate taxable gains)

  • Unclear business expense support or mixed personal/business items

  • Rental repairs vs. improvements misclassification

  • Multi-state filing requirements overlooked

Transparent Pricing (Scope-Based)

💲 Transparent pricing logic is primarily driven by:

  • Type of return (individual vs. business)

  • Number of tax forms and schedules required (e.g., Schedule C, Schedule E, capital gains)

  • Investment activity and reporting complexity (1099-B, cost basis, multiple brokerages)

  • Rental property activity (income/expense categories, depreciation, multiple properties)

  • Number of state returns and nonresident filings

  • Quality and completeness of records provided (organized documents reduce time and cost

FAQs

Do you work with clients nationwide?

Yes. We serve clients across the United States through a remote process.

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Do I need an in-person appointment?

No. The entire process can be completed online.

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How do I send documents securely?

You’ll use a secure upload method to submit documents, and final copies are delivered securely as well.

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Can you handle self-employed income, rentals, or investment activity?

Yes. We handle Schedule C (self-employed), Schedule E (rentals), and investment reporting (1099-B and brokerage summaries),

depending on your situation.

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Can you file multi-state returns?

Yes, when required. Multi-state filings are priced based on the number of states and complexity.

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What happens after I approve the return?

You complete the e-file authorization step, we e-file, and you receive final copies for your records.

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READY TO FILE REMOTELY?

Contact Klomark Accounting to request a quote or begin the remote intake process.

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