01
In-Person
Meet at our private home office by confirmed appointment.
- Appointment required
- Bring requested tax documents
- Office address is provided with confirmation
How to File
Choose the tax-preparation experience that fits you.
Work with Clemons Tax Services in person, remotely, or virtually. The process is designed to be simple, secure, and organized.
02
Remote
Complete your filing process without coming into the office.
- Use the secure Client Portal
- Upload requested documents
- Communicate remotely throughout preparation
03
Virtual / Video
Meet by video when a face-to-face conversation is helpful but travel is not.
- Schedule a virtual appointment
- Upload documents securely
- Review questions together online
The Filing Process
Five clear steps.
Whether you file in person, remotely, or virtually, the overall process stays organized and easy to follow.
1
Choose your filing option
Select in-person, remote, or virtual service.
2
Gather your documents
Use our resources and document guidance to prepare what is needed.
3
Provide documents securely
Upload through the Client Portal when it opens or bring them to your confirmed appointment.
4
Preparation and review
We carefully prepare your return and follow up if additional information is needed.
5
Approve, sign, and file
After your review and required signatures, we complete the filing process.
Protect your information: Do not email Social Security numbers, W-2s, tax returns, or other sensitive tax documents. Use the secure Client Portal when available.
Private Office Address
Because our in-person office is a private home office, the street address is shared only after an appointment is confirmed.