Expert Tax Preparation, Virtually!

Stay home and have your taxes prepared from the comfort of your home.

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Why choose Credit Prime Tax?

Our virtual tax preparation service offers hassle-free and accurate tax preparation from the comfort of your home. Upload your documents securely, communicate with your tax preparer, and receive completed tax returns electronically. Our service is competitively priced and flexible. Maximize your tax refunds and simplify the tax preparation process – try our virtual tax service today!

File now, Pay later

Conveniently pay your tax prep fees over time with Affirm® via our ClientCredit option.*

pay-by-refund

Don’t worry about pulling out your wallet. We’ll simply deduct your tax prep fees from your federal refund and send the balance to your bank account.

Fast Cash Advance

No need to wait weeks for your refund. With a Refund Advance Loan, you get the money you need fast, up to $7,000*

Secure Client Portal

Our mobile-friendly client portal serves as a gateway between you and your tax preparer allowing you to securely file your taxes from the comfort of your home.

tax audit defense

$1 Million Tax Audit Defense and Identity Theft Restoration is included with your tax return. Count on us if any issues arise with the State or IRS.

Referral Program

Earn a $25 Visa Gift Card for every person you refer that becomes a client! There’s no limit to the amount of people you can refer.

Virtual tax prep made simple

From Start to Refund

Say goodbye to the hassle of scheduling appointments and waiting in line at a tax office. Our client portal provides a simple, organized, and secure space to send and receive tax documents, answer your questions, sign returns, and so much more. 

Get Excited about filing

The process is easy!

1

Create an account

Create an account so that we can set up your secured client portal. 

2

Tell us about yourself

Answer some basic questions about your tax year and upload your tax documents. 

3

Enjoy your refund

We’ll get to work and reach out to you for more info if needed.

About Us

Mission Statement

Our mission is to provide personalized and efficient tax services to individuals and businesses. We strive to simplify the tax process and help our clients make informed decisions that maximize their financial benefits. We are dedicated to building long-lasting relationships based on trust, integrity and exceptional customer service.

$ 0
Federal + 1 State*
$ 0
+Self-Employed/Schedule C*
$ 0
Visa Gift card per referral

You ask, we answer

Here are our FAQ. If you have any additional questions, call or text us at 1-844-441-7979

  • Social Security numbers for everyone listed on the tax return,
  • Bank account and routing numbers,
  • Various tax forms such as W-2s, 1099s, 1098s and other income documents or records of digital asset transactions,
  • Form 1095-A, Health Insurance Marketplace statement,
  • Any IRS letters citing an amount received for a certain tax deduction or credit.

 

Remember to report all types of income on the tax return. This is important to avoid receiving a notice or a bill from the IRS. Don’t forget to include income from:

  • Goods created and sold on online platforms,
  • Investment income,
  • Part-time or seasonal work,
  • Self-employment or other business activities,
  • Services provided through mobile apps.

Please DO NOT email or text your documents to us. Use your secured client portal only.

Maintaining the privacy and security of your documents is our top priority.

If you have any issues uploading your documents, please contact us, and we’ll be happy to assist.

We have multiple payment options to choose from:

  1. Pay with your federal refund.
  2. Pay with your credit/debit card or e-check (ACH). (We may delay the filing of your return until e-check clears with your bank)
  3. Pay over time with Affirm®*

No, we are a virtual-based tax firm. You get expert tax preparation without leaving the comfort of your home.

Our business hours are: Mon – Fri, 10 am to 6 pm

Our virtual doors are open 24/7, so you can sign up and submit your tax documents anytime.

Here are some general guidelines that might help you determine if you’re self-employed.

You identify with one or more of these work titles:

  • Independent contractor
  • Gig worker (rideshare driver, delivery driver)
  • Freelancer
  • Consultant
  • Small business owner
  • Sole proprietor
  • Entrepreneur

 

You may have one or more sources of self-employed income:

  • 1099-NEC
  • 1099-K
  • Sale of goods/services
  • Small business income

 

If this sounds like you, your work, or you filed a Schedule C last year, then you are considered Self-Employed.

Experience hassle-free tax preparation today!

Let us prepare your taxes while you sit back & relax.

*Fees may increase when additional forms, schedules, and states are added that are necessary to complete your return. Pay-By-Refund/Refund Transfer & Fast Cash Advance/Refund Advance Loan is provided by Santa Barbara Tax Products Group (TPG) and subject to eligibility. File Now, Pay Later payment option through Affirm are subject to eligibility and provided by these lending partners: affirm.com/lenders.