Virtual Tax Preparation Services

Available Nationwide

You don’t have to live in Great Neck—or even in New York—to get high-quality, personalized tax help. At Premier Tax Planning, we’ve made it easy for clients across the U.S. to prepare, file, and plan their taxes from anywhere using our secure virtual systems. Whether you’re a long-time client who moved out of state, or a new client looking for expert support beyond seasonal tax chains, we’ve got you covered.

Real Tax Advisors. Real Conversations. All Online.

We’re not a DIY app or faceless call center. When you work with us, you get an experienced tax professional who will personally prepare and review your return—just like we’ve done for local Long Island clients for over 40 years. The only difference? We meet online instead of in person.

Who Uses Our Virtual Tax Services?

  • Busy professionals who prefer to handle everything digitally
  • Families who’ve relocated out of state
  • Business owners and freelancers who need support beyond basic filing
  • Retirees traveling or living part-time in multiple states
  • Anyone who wants personal service without having to leave home

How Virtual Tax Prep Works

1. Schedule Your Virtual Appointment
Book a call at your convenience—no travel time or office wait. We’ll meet by phone or an online meeting platform to understand your situation and walk through the next steps.


2. Upload Your Documents Securely
Use our encrypted client portal to share your tax documents, W-2s, 1099s, investment info, and anything else we’ll need. No printing, scanning, or emailing required.


3. We Prepare Your Return
Our team prepares and reviews your federal and state returns, then meets with you virtually to walk through everything before we file.


4. You Sign & File from Anywhere
Once you approve your return, we e-file it and provide confirmation—no in-person signatures required.

Local Expertise, National Service

While we’re based in Great Neck, NY, we prepare returns for clients in all 50 states. We’re familiar with multi-state filing rules, part-year residency issues, and common scenarios for clients living in states like Florida, California, Texas, North Carolina, and more.

Why Work with Premier Online Instead of a Tax App?

Human Expertise

You’ll work with a real advisor—not software. We know the questions to ask and the strategies that apps miss.


Fully Personalized Advice

We help you make smart decisions based on your income, investments, and long-term financial goals.


Tax Planning Included

Our virtual service doesn’t stop at filing. We can help you reduce next year’s tax bill by reviewing potential deductions, retirement contributions, or other strategic moves throughout the year.

Frequently Asked Questions

  • Is virtual tax prep secure?

    Yes. We use encrypted software for all document uploads and electronic signatures. Your personal information is protected at every step.

  • Can you still help if I moved during the year?

    Absolutely. We regularly prepare multi-state and part-year resident returns. We’ll make sure everything is handled correctly.

  • How long does the process take?

    That depends on the complexity of your return and how quickly we receive your documents. Most virtual clients are fully filed within 1–2 weeks.

Work with Us—No Matter Where You Are

You don’t have to sacrifice quality for convenience. With Premier Wealth Planning, you’ll get expert tax support—delivered your way.