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Remote Appointment Instructions

You provide your documents to us from the comfort of your home and we finalize your taxes on a video call or telephone call 3 - 4  business days later.

Please text the word   REMOTE    to our office number 630-263-7070 to receive instructions on how to upload your documents remotely.

Please text back and provide:

- A picture ID with your full, legal name (for verification purposes)

- The last 4 digits of your social security number

- Your email address

We will email you further instructions. Please lookout for an email that says “Dana Miller of Key Financial Solutions, Inc invites you to their client portal & mobile app”

Not sure what you need? Click here for the Most Common Tax Documents checklist.

 

Serving you efficiently while keeping you safe is our number one priority.

We look forward to being of service to you for the upcoming season and for many, many years to come!