Working with a remote CPA is simpler than you think.
Here’s what the remote tax filing process looks like from your first message to your filed return — straightforward, fully online, and handled with care at every step.
Book a free consultation
Start with a no-obligation conversation. Tell Jessie about your situation — whether it’s a simple individual return, a business filing, or something more complex. There’s no commitment required.
Share your documents securely
Once you’re ready to move forward, you’ll upload your tax documents through a secure online portal. No in-person visits, no faxing, no back-and-forth delays.
Your return is prepared and reviewed
Your return is carefully prepared, then Jessie performs a final review and reaches out directly if anything needs clarification. Most returns turn around quickly, without unnecessary delays.
Review, ask questions, and approve
Before anything is filed, you’ll receive your completed return to review. Jessie will walk you through it, answer any questions, and make sure you’re fully comfortable with everything.
Filed and done
Once you approve, Jessie handles the filing. You’ll receive confirmation and copies for your records. And if anything comes up afterward — a question, a notice, a follow-up — Jessie is still there.
A few things clients always ask
Do I need to be in New York or New Jersey to work with you?
Not at all. Jessie Dong CPA serves clients across all 50 states, entirely remotely. Wherever you are, the process works the same.
How do I share sensitive documents safely?
All documents are exchanged through a secure, encrypted online portal. Your information is handled with strict confidentiality at every step.
How quickly can my return be completed?
Turnaround is generally quick once we have everything we need. Complex or multi-part filings may take a little longer — Jessie will always give you a clear timeline upfront.
What if I have questions after my return is filed?
Jessie remains available after filing. If you receive an IRS notice, have a follow-up question, or need help planning for next year, you can reach out directly.