Virtual by Design, Personal by Choice
File taxes and upload your documents from anywhere - while still having dependable, personalized service.
Individual and Family Tax Services
Coded Tax Services delivers accurate, stress-free tax preparation tailored to individuals and families. Based in Charlotte, NC, we serve clients virtually nationwide, helping them uncover every possible deduction through our thorough, personalized approach.
Our Simple, Secure Process
Optional Consultation
Want to connect with a tax professional before getting started? Let’s get to know each other. Schedule a free, 15-minute session to discuss your needs and receive a personalized service estimate. If you’re ready, you can skip the consultation and proceed directly to registering in the online portal.Register & Upload Documents
Log into the Coded Tax Portal—accessible 24/7 from any device—to begin uploading your tax forms and financial records. Please allow up to 24 hours for your sign-up to be acknowledged before your return preparation begins. Our encrypted platform keeps your data secure every step of the way.Engagement Letter & Document Review
Once your account is confirmed, we’ll schedule a virtual session or phone call to go over your intake questions and learn about your taxes. You’ll receive an engagement letter outlining your services, along with a personal tax organizer to guide your documentation. You have online access to a tax professional through chat, email or phone to answer any questions, review your submissions, and check all documents to ensure maximum accuracy and deductions.Review, Pay & Sign
After your return is prepared, you’ll receive an invoice and secure access to review, approve, and electronically sign your documents. Our team will then submit your federal and state returns directly to the IRS.*
*As permitted by the Internal Revenue Service—some returns may not be eligible for e-filing due to IRS restrictions.
Small Business Tax Services
We love to serve small businesses. From solo entrepreneurs to small corporations, you can trust Coded Tax Services to deliver. Sole Proprietorships, LLCs, and S-Corps. No matter the legal entity type or associated tax schedule, we’re here to make sure your federal taxes are done right.
Step 1: Determine Your Needs
Business owners deserve special attention. Start by scheduling a free consultation to determine your needs. Bookkeeping? Estimated taxes? Let’s chat.
Step 2: Upload Your Business Documents
Once confirmed, business owners begin by registering through the Coded Tax Portal, accessible from any device. This secure platform offers 24/7 access to upload financial documents and communicate directly with your preparer. Please allow up to 24 hours for account acknowledgment. Once your account is confirmed, you'll begin uploading key records such as:
Profit and loss statements
Balance sheets
1099s (issued and received)
Payroll reports
Expense receipts
Mileage logs and asset purchases (if applicable)
Step 3: Personalized Conference
After your documents are received, we’ll schedule a tailored virtual conference call with one of our tax professionals. This one-on-one meeting is designed to review your business details, clarify outstanding items, and uncover deductions or strategies that fit your specific needs. Based on your business structure (LLC, S Corp, sole proprietorship, etc.), we’ll prepare your federal and state tax returns with precision. You’ll also receive guidance to help minimize liability and optimize your filing approach.
Step 4: Review, Pay & Sign
Once your return is ready, you’ll be notified to securely review the documents, sign electronically, and submit payment. We'll file your returns with the IRS and relevant state agencies.*
*Note: Some business returns may not be eligible for electronic filing, per IRS limitations.