System, computer program, and method for online, real-time delivery of consumer tax services

摘要

A system, a method, and a computer program for performing an online, real-time tax consultation for preparation of a client's taxes by a tax agent, wherein the tax agent is remote from the client, and the system is implemented via an electronic, online application accessible via a communications network. Embodiments allow for a client desiring tax preparation of a tax return to initiate the tax preparation with a tax agent via an online, integrated platform; electronically upload or otherwise push the client's tax-related information and documents to the tax agent; participate in an online tax consultation so that the tax agent may investigate, learn, or otherwise obtain the tax information necessary for completing the client's tax return; and electronically approve and file the completed tax return.