Filing taxes shouldn't feel stressful or overwhelming. At By the Books Consulting, we replace uncertainty with peace, complexity with ease, and confusion with clarity — handled entirely online, from anywhere in the U.S.
We don't just file returns. We stand behind our work, simplify the process, and keep you informed every step of the way.
Your taxes are handled by a licensed Enrolled Agent authorized to represent clients before the IRS. You are not working with a software algorithm — you are working with a professional who stands behind the work.
Our virtual tax filing process is streamlined and intentional. Upload your documents through a secure portal, and we handle the rest — preparation, review, and electronic IRS filing — without requiring a single in-person visit.
We communicate clearly, explain what matters, and keep you informed throughout the process. No jargon. No surprises. You review and approve your return before anything is filed.
Our virtual process is designed to be simple for you and thorough on our end.
Answer a brief set of questions about your tax situation — no documents required at this stage. This helps us understand your needs before we begin.
You'll be guided to our secure client portal to upload all necessary documents. Everything is encrypted and confidential.
Your return is prepared by a licensed tax professional. Every return is reviewed for accuracy, completeness, and optimization before it ever reaches you.
You review the completed return and provide your authorization before anything is submitted to the IRS. No surprises — ever.
Once approved, your return is filed electronically with the IRS. You'll receive confirmation and any applicable refund information promptly.
Whether your return is straightforward or involves multiple income sources, entities, or prior-year complications — we are equipped to handle it.
W-2 and Mixed-Income Filers
Individuals filing personal returns with one or more income sources, including salary, part-time work, or side income.
Self-Employed Professionals & 1099 Contractors
Freelancers, consultants, and independent contractors who need accurate Schedule C preparation and quarterly planning support.
Small Business Owners & Schedule C Filers
Sole proprietors and single-member LLCs who need their business income filed correctly alongside their personal return.
Rental & Investment Income Clients
Clients with Schedule E rental income, capital gains, cryptocurrency, or other investment-related tax considerations.
Prior-Year & Catch-Up Filings
Individuals who have missed one or more filing years and need to get current with the IRS without unnecessary stress or penalties.
Multi-State Filers
Clients who live or work across state lines and need accurate multi-state return coordination handled in one place.
An Enrolled Agent is a federally licensed tax professional with unlimited rights to represent clients before the Internal Revenue Service — the highest credential the IRS awards to tax practitioners.
Cheston Bulgin holds the designation of Enrolled Agent — the highest credential awarded by the IRS to tax practitioners. Unlike general CPAs or unlicensed preparers, an Enrolled Agent has demonstrated comprehensive tax knowledge and holds federal authorization to represent clients in IRS matters.
That means if a question ever arises about your return — a notice, an audit, a discrepancy — you are represented by someone who knows your situation and is authorized to act on your behalf.
Learn More About By the Books →Complete a brief pre-intake questionnaire — about 2 minutes, no documents required — and we'll take it from there.