Before Appointment

  • Personal information

    You’ll need the following for you, your spouse, and any dependents:
    Date of birth, driver's license, SSN or tax ID, and financial account info to receive a refund or pay a balance.
    Read more 

  • Upload documents

    Once you log in to your secure RovaTax client portal, you’ll answer a short questionnaire about your tax situation.
    The questionnaire will automatically guide you on exactly which documents to upload (like W-2s, ID, or other forms specific to your tier).
    Learn more 

  • Virtual appointment

    Jump into your 30 minute appointment from anywhere-review documents and get personalized tips. Zoom, phone call, or client portal messaging

During Appointment

  • Talk with a pro

    Sit down virtually with a pro to make sure they fully understand your tax situation.

  • Sign Consent Forms

    After your appointment, we’ll immediately send you consent forms to sign electronically in your client portal.

  • Stay connected via client portal

    We use the secure RovaTax client portal as your central hub for all communication—reaching out with any questions or clarification needed to ensure your tax return is accurate and complete.
    If you have questions about your return, uploads, or next steps, simply reply directly in the portal. 

After Appointment

  • E-file taxes

    Your tax return was successfully e-filed
    24-48 hours

  • Refund accepted

    Your tax return was successfully accepted by the IRS (meaning it passed initial checks and is being processed)
    24-48 hours

  • Refund approved

    The IRS has completed processing, verified everything, and officially approved your refund amount; they're now preparing to send it
    24-48 hours

Frequently Asked Questions

How do I change my appointment?

You can reschedule or cancel your appointment by going to your appointment confirmation email and doing so from the link.

How do I connect virtually?

Virtual appointment can be scheduled through zoom, client portal messaging or phone call. Once appointment is booked you may choose your preference.

How is price calculated?

Most RovaTax pricing is set. Pricing may change during your appointment based on the complexity of your tax situation.

Things that can increase complexity include filing in multiple states, having multiple income streams, or itemizing your deductions.

How long is an appointment?

An appointment typically lasts up to 15-30 minutes depending on the complexity of your tax situation.

For more complex cases, the appointment may take longer, especially if you have multiple forms, deductions, or investments to review.

To help streamline the process, make sure you upload all your documents and are prepared to discuss your financial details.

What documents do I need to bring?

The documents you should bring depend on your individual tax situation.

After you sign consent forms, a specific questionare will guide you into what documents to upload for your specific tax needs in your client portal.

Alternatively, check out our tax preparation checklist.

Will I receive copy of my tax returns?

Yes, a digital copy of your tax return will be given to you once filed.

You may access these documents via email or through your client portal.

What if I owe money back?

We’ll help you choose the best way to pay the IRS: one-time payment or installments. Easy options include credit/debit cards, direct bank transfer, check, or money order.