How Online Tax Preparation Works
Step by Step:
Step 1: Consultation
We start with a brief phone call or virtual meeting to understand your main tax concerns, filing needs, and overall situation. This allows us to confirm scope and determine the appropriate next steps.
Step 2:
Engagement & Secure Document Collection
Once you decide to move forward, we send an engagement letter and invoice. After the engagement letter is signed and payment is received, you will receive access to a secure client portal.
Through this portal, you will upload your tax documents and complete any required tax organizers. For your protection, sensitive tax documents are not collected by email.
Step 3:
Tax Preparation & Review
Tax preparation begins once all required documents are received. We prepare your return and review the results with you by phone or video call, addressing any questions and making necessary adjustments before filing.
Step 4:
Electronic Signatures
When your return is ready, you will receive a secure electronic signature request for required tax authorization forms. This allows us to proceed with electronic filing.
Step 5:
E-File & Confirmation
After signatures are received, we electronically file your return. You will then receive confirmation of acceptance along with PDF copies of your filed tax return and an acknowledgment for your records.
Why choose online tax filing?
Stress-Free
Skip the office, avoid the rush, and complete your taxes in a calmer, more comfortable environment.
Anywhere
Whether you’re at home, at work, or traveling, your taxes can be handled from anywhere in the U.S.
Modern
Remote tax preparation replaces outdated, in-person processes with a secure and efficient digital experience.
Year-Round Support
Unlike seasonal firms, I remain available beyond tax season to assist with questions, notices, and follow-ups.
Taxes made easier, wherever you are.
For many people, tax season already feels overwhelming. Finding time to visit an office, sitting in a waiting room, rushing through paperwork, and trying to remember every detail can add unnecessary stress.
Online tax preparation removes that pressure—making the process feel calmer, simpler, and easier to manage from start to finish.
By working remotely, you can complete your taxes comfortably, securely, and on your schedule, without the disruption of in-person appointments.
Skip the Office. Breathe Easier.
You won’t be navigating the process alone.
I’m here to guide you every step of the way.
About Zion Tax Services, LLC
Zion Tax Services, LLC is a modern tax practice providing online tax preparation and e-filing services for individuals and small businesses.
I specialize in complex individual and small business tax returns, including amended filings, rental income, property sales, capital gains, and itemized deductions, with experience supporting small businesses across a range of industries.
My practice is designed for clients who prefer to file their taxes from the comfort of their home without sacrificing quality or expertise. The entire process is secure and fully online, allowing clients to submit documents, review returns, and sign electronically without unnecessary in-person appointments or paperwork.
I work with clients beyond the filing deadline and remain available year-round to assist with questions, IRS notices, amended filings, and future tax planning needs.
Professional experience
My name is Carlos Cañas
I have been working in the tax preparation field since 2012, with extensive experience preparing complex individual tax returns as well as returns for small business owners and independent contractors.
I am currently pursuing an Associate of Science in Accounting and I am nearing completion of the Enrolled Agent credential.
In addition to hands-on tax preparation, I bring several years of managerial experience in the tax industry, overseeing workflow, quality, and client service.
