Virtual Tax & Accounting Services (Nationwide)
Tax Preparation & Filing
Tax Planning & Advisory
Bookkeeping & Accounting
We help our clients reduce surprises, avoid costly mistakes, and identify savings opportunities before deadlines arrive.
At Zastenchik & Co. CPAs, tax planning isn’t a seasonal task—it’s a year-round process. We design tailored tax strategies that reflect your current goals and your future plans. Whether you’re navigating a major investment, planning for retirement, or trying to reduce your quarterly burden, we’re here to help you stay in control of the numbers.
Serving Clients Coast-to-Coast
Sagacity Tax & Accounting’s expertise isn’t limited by geography. Wherever you are in the U.S., our virtual tax services bring a licensed CPA to your laptop, tablet, or phone. We currently serve clients in more than 25 states, helping individuals, families, and small businesses handle tax preparation, tax planning, bookkeeping, and IRS representation entirely online.
Instead of being limited to the nearest storefront preparer, you can work with a nationwide tax accountant who understands complex, real-world situations: multi-state returns, moves, remote work, rental properties, and growing service-based businesses. You get the same “small-firm relationship feel” Sagacity is known for in Minnesota—just delivered virtually.
Sagacity Tax & Accounting
How Our Virtual Service Works
Working with an online CPA USA doesn’t need to feel complicated. We’ve built a clear, secure process so your experience is straightforward from the first conversation to the final filed return.
Typical steps:
- Initial consultation via phone or Zoom to understand your situation, goals, and deadlines.
- We provide a custom document checklist so you know exactly what to upload.
- You securely upload documents through our encrypted online client portal (or mail/fax if you prefer, though we recommend the portal for sensitive data).
- Your CPA prepares draft returns or reports, then walks you through the results via phone or video.
- You sign electronically where allowed; we e-file your returns and provide copies and confirmations.
- We remain available for questions, future planning, and year-round support.
Throughout the process, you’ll communicate directly with a CPA—by email, phone, or video—not a rotating call-center team. Data security and personal attention are built into every step.
We Do More Than “Year-End Cleanups”
At Zastenchik & Co., we work with business owners who want more from their CPA. Our team provides timely, understandable reports, structured planning meetings, and responsive answers all year long—not just at tax time. With us, you’re not hiring a bookkeeper—you’re gaining a financial partner.
Why Businesses Choose Sagacity
Work With An Experienced, Licensed CPA
Personal Attention & Small-Firm Feel
Saving You Money with Sagacious Strategies
Nationwide Tax Expertise
Because Sagacity is a licensed CPA firm, we can handle federal returns and any state return you need, coordinating filings across multiple jurisdictions.
Whether you:
- Moved from one state to another mid-year,
- Live in one state and work remotely for an employer in another,
- Own rental property or a small business across state lines,
we manage the multi-state tax requirements for you and help avoid both overpaying and underpaying.
Whether you’re in a high-tax state, a state without income tax, or juggling a mix of both, our nationwide tax accountant capabilities ensure compliance with all applicable rules.
Benefits of a Virtual CPA
Choosing a virtual CPA means you’re no longer limited to whoever happens to be down the street. Key benefits of Sagacity’s virtual tax services include:
- Access to specialized expertise anywhere in the U.S.—not just in your city.
- Time savings: no office visits needed; everything is handled online or by phone.
- Flexible meeting times that can accommodate different time zones and busy schedules.
- The same individualized advice and “small-firm feel” as an in-person relationship—not a call-center experience.
- Secure document exchange through an encrypted portal specifically designed for confidential tax and financial information.
Many clients tell us their virtual experience feels just as connected as meeting face to face—often more, because it’s easier to schedule quick check-ins when questions come up.
What Our Clients Say About Working With Us
TESTIMONIALS
Ben S.
Lon P.
Michael P.
Tina P.
John L.
Susan G.
Dan F.
Nathan O.
Ben S.
Lon P.
Frequently Asked Questions – Virtual Services
Can my CPA be in another state?
Yes. It is legal to use an out-of-state CPA for federal tax preparation, and Sagacity prepares returns for clients in over 25 states. CPA licenses are state-specific, but tax preparation is federally authorized; we maintain required credentials (such as PTIN) and ensure compliance with the rules in every state we work in.
How do virtual accounting services work in practice?
Everything happens through secure digital tools—an encrypted portal for documents, e-signatures where allowed, and meetings via phone or Zoom. We follow a clear workflow so you always know what we’re working on and what we need from you next. Most clients find this smoother than traditional office visits.
How do I send you my documents securely?
We provide an encrypted online portal specifically for document upload and sharing. You can also mail or fax documents if necessary, but we recommend the portal for sensitive data like Social Security numbers and bank details.
Will communication be difficult if we never meet in person?
Not at all. We schedule regular check-ins via video or phone and respond promptly to emails. Our clients across the country often say it feels like we’re just next door because of how accessible and responsive we are.
What about time zone differences?
We already serve clients from East Coast to West Coast and are used to finding mutually workable meeting times. When needed, we can offer extended hours during busy seasons to accommodate different schedules and time zones.
Do virtual clients get the same services as local clients?
Yes. Virtual clients have access to the full range of Sagacity services—tax preparation, tax planning, bookkeeping and accounting, and IRS representation. The only difference is how we meet and exchange information, not what we can do for you.
Join Our Nationwide Client Family
Whether you’re across town from our Twin Cities office or across the country, Sagacity’s virtual tax services make it easy to get sagacious, prudent guidance without geographic limits. If you’ve been wondering, “Can my CPA be in another state?” or “Is there a secure online CPA for taxes I can actually talk to?”, this page is your answer: yes.
We’ll review your situation, explain how virtual service would work for you, and outline clear next steps—whether you need a one-time nationwide tax filing service for small business or an ongoing remote bookkeeping service and online tax advisor you can rely on year after year.
Call 651-TAX-9-PRO (651-829-9776) or use our online form to schedule a virtual consultation. Our team operates on Central Time (CST) and will coordinate a time that works smoothly for your time zone.
Planning for Real People
Financial success looks different for everyone. We work with a wide range of clients, including military members, women in transition, and families planning for the future. Our goal is to provide clear, strategic advise that meets you where you are.
Partners Who Put You First
A Family-Owned Firm with a Client-First Approach
Founded by a father-daughter team, MVEST Wealth Partners has always been more than a financial firm—it’s a family business committed to building strong, lasting relationships with our clients. As we continue to grow, we remain dedicated to providing personalized wealth management, financial planning, and investment strategies tailored to each individual’s unique goals.
