Virtual by Design, Personal by Choice

We’re Virtual by Design—so you can file from anywhere—but Personal by Choice, because your peace of mind matters everywhere.

Individual and Family Tax Services

With over 15 years of experience, 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.

Coded Tax Services Family Taxes

Our Simple, Secure Process

  1. Optional Consultation

    Want to connect with a licensed tax professional before getting started? 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 Step 2.

  2. 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.

  3. Engagement Letter & Document Review

    Once your account is confirmed, you’ll receive an engagement letter outlining your services, along with a personalized tax organizer to guide your documentation. A tax professional will review your submissions and may reach out for additional details to ensure maximum accuracy and deductions.

  4. 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, Partnerships, LLCs, S-Corps, C-Corps. No matter the legal entity type or associated tax schedule, we’re here to make sure your federal taxes are done right.

Coded Tax Services Business Tax Client

Step 1: Create Your Account

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.

Step 2: Upload Your Business Documents

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.

Distressed Tax Preparation

Coded Tax Services Distressed Tax Preparation

Step 1: Schedule Your Required Consultation

All distressed tax cases begin with a mandatory virtual consultation. This 15-minute meeting allows our team to understand your situation, review IRS or state correspondence, and determine the best approach to resolve your tax challenges.

Step 2: Create Your Account

Following your consultation, register through the Coded Tax Portal, accessible from any device. This secure platform allows you to upload financial documents and communicate directly with your preparer. Please allow up to 24 hours for your account to be acknowledged before review begins. Before work begins, a deposit may be required depending on the complexity of the case. The deposit ensures your spot in our preparation queue and allows our team to start reviewing your documentation in detail.

Step 3: Upload Relevant Documentation

Once your account is confirmed, upload all available tax documents, including:

  • Prior-year returns (if available)

  • IRS or state notices, rejection letters, or audit materials

  • Income statements (W-2s, 1099s, etc.)

  • Receipts and proof of deductions or credits

Not sure what’s needed? We’ll guide you step-by-step.

Step 4: Personalized Virtual Case Review

We’ll schedule a follow-up virtual meeting to review your documentation in detail, confirm facts, and outline the resolution path—including corrections, late filings, amendments, or correspondence preparation.

Step 5: Prepare, Sign & Submit

Once your returns are ready, you’ll securely review, sign electronically, and complete any final payment. Our team will file the necessary documents and support you with any follow-up responses needed to resolve the matter fully.