Make a Difference for Generations to Come

Make a Difference for Generations to Come

Ways You Can Give to Make a Difference

Planned Giving

About Bequests

You may be looking for a way to make a significant gift to help further our mission. A bequest is a gift made through your will or trust. It is one of the most popular and flexible ways that you can support our cause.

Learn More

IRA Charitable Rollover

An IRA rollover allows people age 70 1/2 and older to reduce their taxable income by making a gift directly from their IRA.

Learn More

Beneficiary Designations

A beneficiary designation gift is a simple and affordable way to make a gift to support our cause. You can designate our organization as a beneficiary of a retirement, investment or bank account or your life insurance policy.

Learn More

Charitable Gift Annuities

A charitable gift annuity is a great way you can make a gift to our organization and benefit. You transfer your cash or property to our organization and we promise to make fixed payments to you for life at a rate based on your age.

Learn More

Donor Stories

Learn how others have made an impact through their acts of giving to our organization and others. Explore the many benefits of charitable gift planning.

Learn More

Gift Options

SeniorServ Volunteer

Find out What to Give and learn about the best assets to make a planned gift. Learn about gifts of cash, securities and property. Learn How to Give and discover gift options that provide tax and income benefits. Discover the best planned gift to meet your goals.

Learn More
Text Resize
Print
Email
Subsribe to RSS Feed

Thursday April 9, 2020

Washington News

Washington Hotline

Virtual Tax Service Safety

Millions of taxpayers are gathering data and preparing to do their returns. Many are using smartphones, laptops, tablets and other devices to file. A growing number of taxpayers this year will use virtual tax services to complete their returns.

Several large tax-preparation companies offer a virtual service. Many taxpayers appreciate the convenience of using a smartphone for tax return preparation. There are multiple benefits for virtual tax preparation services.
  • Convenience — There is no need for you to appear in person. Use a smartphone to scan and send W–2 Forms and other tax preparation documents. Your virtual service contact will prepare your tax returns based upon the forms you submit.
  • Contact — Your tax return is completed by a member of the staff of the large tax-preparation company. The virtual service staff will usually have training similar to the other staff who are working in person with taxpayers.
  • Communication — Most companies offer the ability for you to communicate with your tax preparer through a secure computer or phone line.
  • Cost — There are different plans and costs for an individual, a parent with children or a business owner. Most companies have an added cost to complete a state tax return. All costs should be disclosed when you start the tax return process.
  • Timing — After you upload your W–2 Forms and your related tax documents, most companies will complete and be ready to electronically file your return within 5 to 10 days.
  • Security — Your documents can be transferred through a secure messaging platform. Most companies use two–factor authentication with an authentication code sent to your smartphone. You should ask for a basic overview of the security features when starting the tax return process.
Editor's Note: Several companies now offer virtual tax service. You can use your favorite search engine to locate a "virtual tax service" vendor. Because virtual tax services are a fairly new concept, it is best to work with a large national company. These large national companies all have a security team that is continually exploring ways to reduce risks for taxpayers.

Published February 21, 2020
Print
Email
Subsribe to RSS Feed

Previous Articles

Peak IRS Filing Season after Presidents Day Holiday

IRS launches Identity Theft Central

IRS Launches 2020 Tax Filing Season

IRS Provides a Tax Preparation Tip

Free File for 2019 Tax Returns

scriptsknown