Your Virtual
Tax Office
Managing your finances shouldn’t be stressful. At Rock Point Tax Prep, we specialize in making tax preparation and bookkeeping simple, accurate, and tailored to your needs. Whether you’re an individual, a small business owner, or an independent contractor, our Tax Prep & Bookkeeping Experts are trained to save you time and maximize your financial potential.
- Personalized Solutions
- Experienced Professionals
- Peace of Mind
Providing expert solutions. We offer accuracy.
Our Stress-Free Tax Preparation Process
As your Tax Prep & Bookkeeping Experts, we make the tax preparation process simple and stress-free. We work with you from start to finish. Here's our 5 Simple Step Process:
- Get Started: Reach out to us through our website, mobile platform, or by phone. We’ll discuss your needs and set up your account on our secure platform.
- Submit Your Information: Upload your tax documents via our secure mobile platform. Simply take photos or upload files—your information is encrypted and fully protected. If the platform isn’t for you, we’ll provide alternative ways to securely send your documents.
- Review and Consultation: We’ll review your documents and financial information, and if necessary will schedule a virtual or in-person consultation to go over details, ask questions, and ensure everything is accurate.
- Tax Preparation: Our experts will prepare your tax return, maximizing deductions and ensuring compliance with the latest tax laws.
- Approve and File: Once your return is ready, we’ll review it with you for final approval. With your go-ahead, we’ll securely e-file your taxes.
Our partnership doesn’t end after filing. We’re available year round to answer questions and assist you with bookkeeping if needed.
Let Rock Point Tax Prep handle the details while you focus on what matters most. Ready to get started? Contact us today!
How We Meet
At Rock Point Tax Prep, we make taxes simple and convenient with our virtual tax office. All meetings are held online, so you can connect with us from anywhere—no travel needed.
In Morgantown? Prefer an in person meeting? Just give us a call, and we’ll arrange a time that works for you.
For Business Clients: We can come to your location, saving you time and letting you focus on running your business.
Whether virtual or in person, our goal is to make tax preparation and bookkeeping easy and stress free. Let’s get started!