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VIRTUAL TAX PREPARATION
PTP is here to make your Tax filing process as effortless as possible.  Not only does our clients money matter to us, your time also matters. We offer virtual tax preparation!! Meaning you can get your taxes prepared without leaving the comforts of your home, or taking unnecessary time away from your job! 

We accomplish this in 3 easy steps!!!!
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​Contact PTP Financial Solutions and talk to tax preparer....

3 Options Available for scheduling
Online Scheduling on our main page
Email: [email protected]
Phone: 469-200-4006
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​Send us your intake forms and documents required to complete your return....

Submit Documents
Please take the time to review our tax check list and complete the necessary paperwork.
You can submit your tax documents by:

Uploading required forms online

Email to taxes@ptpfinancialsolutions.com 
Fax them to 469-310-2755
Bring them with you to your appointment 
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​​We will securely electronically file your taxes and return them to you....
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Accepted Methods of Payments

Tax Prep Fee can be deducted from your refund (Additional Bank Fee Apply)
Paypal (additional service fee apply)
Cash (we will provide a receipt)

Cashiers check or money order

Forms and Documents
Privacy Policy
File Size: 354 kb
File Type: pdf
Download File

Tax Check List
File Size: 295 kb
File Type: pdf
Download File

Client Intake Form
File Size: 440 kb
File Type: pdf
Download File

Schedule C Form (Self Employment)
File Size: 25 kb
File Type: pdf
Download File

Consent to use & Disclosure (required)
File Size: 244 kb
File Type: pdf
Download File

Due Diligence Form (W/Dependents)
File Size: 30 kb
File Type: pdf
Download File

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  • Home
  • About
  • Tax Preparation
  • Bookkeeping Solutions
  • Healthcare Management Solutions
  • Referral Program