Conquer Tax Season With A
Tax Preparation VA
Don't let admin tasks bottleneck your firm during tax season. SageDoer provides **Pre-Vetted Tax VAs** ready to handle document collection, data entry, and initial return prep. Your dedicated Project Manager ensures accuracy and security—included at no extra cost.
Tax Preparation Support
Our VAs are familiar with major tax software and the specific workflows of busy tax practices.
Document Collection
Chasing clients for missing W-2s, 1099s, and receipts. Organizing files securely in your portal.
Data Entry
Entering client data into tax software (Drake, ProConnect, Lacerte) for your review.
Extension Filing
Preparing and filing extensions for clients who need more time, ensuring compliance and avoiding penalties.
Client Onboarding
Sending engagement letters, setting up new client profiles, and ensuring all KYC documents are signed.
Workpaper Prep
Organizing supporting documents and creating workpaper files so the CPA can review efficiently.
Status Updates
Emailing clients with updates on their return status, answering basic non-advisory questions.
Invoicing
Generating invoices for tax prep services, sending them to clients, and following up on payments.
Scheduling
Managing the firm's calendar during peak season, booking review meetings, and minimizing no-shows.
Bookkeeping Cleanup
Cleaning up messy QuickBooks files before tax prep begins to ensure accurate reporting.
E-Filing Support
Assisting with e-filing submissions, checking acceptance status, and saving confirmations to client files.
Practice Management
Updating task statuses in Jetpack Workflow, Karbon, or Canopy to keep the team aligned.
Client Newsletters
Formatting and sending tax deadline reminders and firm updates via email marketing tools.
The Only VA Service With
Complimentary Dedicated Supervision
Unlike freelance marketplaces, we provide a complete support system to ensure your tax season runs smoothly.
Pre-Vetted & Ready
No long hiring cycles. We have a pool of seasoned Tax VAs ready to deploy immediately.
We Manage Daily
Your PM monitors attendance, accuracy, and task completion every single day so you don't have to micro-manage.
We Maintain Comms
No more "ghosting". Your PM ensures smooth communication and bridges any gaps between you and your VA.
We Report Results
Receive detailed weekly reports on tasks completed and hours used. Total transparency, zero guesswork.
Simple Pricing
No hidden fees. No contracts. Cancel anytime.
Part-Time Support
Perfect for smaller firms.
- Dedicated Tax VA
- Project Manager Oversight
- Time Tracking & Screenshots
- Weekly Status Reports
- Standard SOP Creation
- Backup Support Included
Full-Time Support
For busy tax seasons.
- Dedicated Tax VA
- Priority Communication
- Project Manager Oversight
- Time Tracking & Screenshots
- Detailed Weekly Reports
- Advanced SOP Documentation
- Backup Support Included
How to Get Started
Share Requirements
Send us your firm's needs via our onboarding form or email.
Match
We select the perfect pre-vetted Tax VA from our pool.
Onboarding
We help set up secure access, software, and workflows.
Freedom
Your VA handles the prep work. You focus on advisory.
Frequently Asked Questions
Ready for Tax Season?
Your new tax assistant is ready to start. Share your requirements to find your match.
Share Requirements