How Our Virtual Tax Preparation Process Works

At Specialized Management Service, we make tax preparation simple, secure, and convenient for Maryland residents. Every new client begins with a quick virtual identity verification to protect your information and ensure a smooth filing process. From there, you can choose the option that works best for you — drop off your tax documents at our secure Elkridge location or upload them online through our encrypted client portal. Our goal is to make filing your taxes stress-free and efficient from start to finish.

Virtual Identity Verification (Required for New Clients)

Before submitting tax documents, all new clients must complete a brief virtual identity verification call. This step helps confirm your identity, protect your personal information, and ensure compliance with IRS requirements. During this quick video call, your photo ID and Social Security card (or other docs) will be verified, and I’ll answer any questions you may have about the next steps. Once verification is complete, you’ll have the option to schedule your document drop-off or upload your files to our secure online client portal.

2. Drop Off Your Documents (Elkridge, MD) or

Clients located near Elkridge, Maryland and the surrounding areas can schedule a drop-off of their tax documents at our secure drop-off location at 6865 Deerpath Road Elkridge, MD 21075. All drop-offs must be scheduled in advance and take place between the hours of 8:45am - 4:45pm Monday - Friday.

When you arrive, please check in at the front desk to hand off your documents securely to the receptionist. I’ll review them as soon as possible and contact you if any additional information is needed before preparing your return.

3. Upload Your Documents Online

After completing your virtual identity verification, you’ll receive access to our secure online client portal where you can easily upload your tax documents. Once your account is set up, simply complete the short intake questionnaire and upload your files securely. I’ll be automatically notified when your documents are received and will begin preparing your return shortly after.

You’ll be able to review, sign, and receive your completed return electronically — no in-person visit required.
If you have questions at any point, you can message me directly in the portal by selecting Contact Preparer → Message Preparer.

Streamlined, Professional, and Accurate

Whether you drop-off or upload your documents, I’ll complete your tax return with accuracy and efficiency. Once your return is ready, you’ll receive an email with instructions for review, signature, and payment. Your return will then be electronically filed for fast, secure processing.