From straightforward individual returns to multi-state and business filings, VitaD Tax brings your documents, communication, review, and e-file workflow together in one professional experience.
Serving clients locally and remotely
Federal and applicable state filings
Entity and owner-level coordination
Technology-supported, preparer-controlled
Choose the path that fits your needs. Every engagement starts with organized intake, clear communication, and careful professional review.
Federal and state tax preparation for households, professionals, investors, independent contractors, and taxpayers with changing life circumstances.
Organized preparation for corporations, S corporations, partnerships, sole proprietors, and business owners whose entity and personal returns must work together.
Remote service for clients who moved, work across state lines, own property in another state, or operate a company with multi-state filing obligations.
Your work, residence, investments, rental property, or business activity can create obligations in more than one jurisdiction. The VitaD Tax workflow is built to gather those facts early and keep the federal and state picture connected.
Collect personal, business, and state-specific facts in one guided process.
Identify residency, source income, withholding, and entity relationships before filing.
Track missing information, signature requests, and next steps with your preparer.
A secure, organized process gives the preparer better information and gives the client better visibility.
Choose individual or business service and complete the guided questionnaire.
Send tax documents through the approved client portal—not ordinary email.
Your preparer reviews the facts, resolves open questions, and prepares the return.
Review, authorize, and receive filing updates through your agreed secure workflow.
VitaD Tax Client WorkflowVDYour tax preparation journey
Illustrative workflow — not a live CrossLink account.
Start with VitaD Tax, then use the approved client-facing portal for your tax information and documents. Your preparer handles review and completion in CrossLink.
Use the official intake link from the office. This website does not collect CrossLink passwords or show live tax or refund status.
Know what to expect, which records to gather, and how to take the next step with VitaD Tax.
View Tax ResourcesYes. VitaD Tax is Florida-based and provides remote tax preparation for clients nationwide. We review the relevant jurisdictions and the scope of each engagement before getting started.
Yes. We support individual business owners and business entities, including S corporations, partnerships and C corporations. The office will confirm the return types, records and state filings needed for your engagement.
Use the secure client portal designated by VitaD Tax. Do not send identification, SSNs, bank details or tax documents through ordinary email. Contact the office to confirm the correct intake process before uploading.
Yes. Tell us where you lived, worked, owned property or operated a business. We will review the relevant information together and discuss the federal and applicable state filings.
Tell us what you need, and we'll direct you to the appropriate secure intake path.