Masterly Virtual Assistants for Tax Preparers

Expert Support to Help You Prepare Tax Returns Efficiently and Professionally

Running a tax preparation business involves more than just filing tax returns. Between managing client communications, preparing tax forms, organizing documents, and staying compliant with IRS tax laws, your to-do list grows fast. That’s where Masterly Virtual Assistants step in. Our remote, professionally trained virtual assistants are experienced in supporting tax professionals with administrative, technical, and operational needs. Whether you’re focused on federal tax return filing, helping clients get the maximum refund, or managing your preparer tax identification number (PTIN) records, we have the expertise to support your practice.

Designed for Tax Experts at All Levels

Whether you're a licensed tax preparer, enrolled agent (EA), certified public accountant (CPA), or simply hold professional credentials recognized by the IRS, your workload can overwhelm even the most efficient professional. Our VAs are trained to support tax return preparers with everything from scheduling and document preparation to client follow-up and e-filing assistance.

Our virtual assistants are equipped to:

Manage and organize tax documents and client tax forms

Schedule appointments and follow-up meetings

Assist with preparing tax returns and ensuring accurate submission

Help clients understand credits, deductions, and tax refund timelines

Keep track of IRS deadlines, forms, and penalties to avoid costly errors

Provide client support for simple questions about the tax filing process

Handle data entry and reporting using tax software and CRM tools

Assist with E-file management and communication follow-ups

Why Financial Professionals Trust Masterly

At Masterly Virtual Assistants, we understand that your reputation as a tax expert is built on delivering great service, protecting sensitive data, and maximizing outcomes for your clients.



Our assistants undergo rigorous vetting and training to support federal tax filing, understand earned income tax credit (EITC) eligibility, and help you stay on top of changing tax laws. They know how to work behind the scenes to help you obtain the biggest refund for your clients while you focus on strategy and compliance.

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What makes our VAs ideal for tax preparers:

Familiarity with tax software such as TurboTax, ProSeries, Drake, Lacerte, and more

Understanding of taxpayer income, deductions, and credit documentation

Awareness of tax preparer's credentials, compliance, and due diligence

Experience supporting preparers for individual and business tax returns

Discretion and training in handling personal and financial data securely

Services That Scale With Your Tax Practice

Whether you're a one-person operation or lead a team of tax return preparers, Masterly offers scalable virtual assistant services that grow with your business. Choose short-term seasonal help or long-term support—whatever your needs demand.

Tasks our VAs regularly handle:

Reviewing income tax details, forms, and deductions

Coordinating with clients on missing documents or late filings

Providing reminders about important tax deadlines

Tracking client refund status and correspondence with the IRS

Supporting your efforts to deliver the max refund

Uploading or downloading client forms and confirming completion of required paperwork

Answering routine questions about tax programs, eligibility, or document submission

Assisting clients through the second year of service with updates and rollover info

Our goal is to streamline your workflow so you can provide expert help, focus on taxpayer education, and maintain a reputation for accuracy, efficiency, and great service.

We Serve All Types of Tax Professionals

Our virtual assistants support individuals and firms of all sizes across the financial services industry:

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Accountants

needing help with bookkeeping, data entry, and admin coordination
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Tax preparers

managing seasonal surges in document collection and client communication
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Financial advisors

looking to streamline their workflow and complete tasks faster

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Benefits of Working with Masterly Virtual Assistants

Choosing Masterly means more than just hiring extra help—it means getting a guarantee of professionalism, efficiency, and accuracy. Our team understands the stakes of tax season and respects your clients’ trust.

Key Benefits:

Save time on repetitive administrative work

Reduce your cost per client by avoiding full-time hires

Increase client satisfaction with faster response times

Gain flexibility to focus on high-value services and complex tax scenarios

Improve operational compliance and workflow consistency

Meet your deadlines and avoid IRS penalties

Answering routine questions about tax programs, eligibility, or document submission

Assisting clients through the second year of service with updates and rollover info

Our goal is to streamline your workflow so you can provide expert help, focus on taxpayer education, and maintain a reputation for accuracy, efficiency, and great service.

Virtual Assistants Trained in Tax Filing Tools and Workflow

We understand that modern tax professionals rely on digital tools to manage time, accuracy, and compliance. That’s why our VAs are trained to work with platforms like:

  • QuickBooks, Xero, Wave, and FreshBooks
  • Slack, Google Workspace, Trello, and Airtable
  • Docusign, Canopy, TaxDome, and other tax-specific CRMs
  • IRS systems for E-file tracking and PTIN verification
  • Document sharing tools to upload and organize tax docs

Our assistants are trained in digital communication and client relations, helping you preserve your reputation as a tax expert who delivers great service at every step.

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Let’s Grow Your Business—Without the Overhead

You didn’t become a tax preparer to spend hours managing inboxes, resending forms, or organizing schedules. With the help of Masterly Virtual Assistants, you can streamline your workload, improve your client experience, and grow your business more efficiently. No matter your level of professional credentials, or the forms, clients, or fees you handle, we provide the expertise, access, and flexibility to help you succeed.

Schedule Your Free Consultation Today

Looking to simplify your process and maximize results this tax season?
Masterly Virtual Assistants are ready to help with your daily operations—so you can focus on preparing tax returns, providing guidance, and securing your clients the maximum refund. Contact us now to schedule your FREE discovery call.