COVID-19 has changed how we do business worldwide. To adapt to our new reality, be more efficient and diligent, and better help our clients in a contactless environment, we will not take in-person appointments during the 2021 tax season. All the tax preparation services will be provided remotely. Our remote filing service allows you to submit your tax documents, speak with your Tax Professional, and receive your completed return.
Send in Your Documents
The first step to having your taxes completed remotely is to submit all the necessary tax forms to our firm. We offer four different options for submitting your documents, and each of them is safe and secure, so you can send your forms without worrying about them being intercepted and misused. Here are the four ways you can submit your documents to us:
- Client Portal App – You can use our secure client portal to upload your documents. We will send you an invitation to the portal, and you can set up your unique username and password. Then, log in. fill out the client interview and upload your documents. This can be done from a computer, tablet, or smartphone, so it’s incredibly convenient and easy to use.
- Drop off - we offer a secured mailbox at the back door – you must let us know when using this option since this box is not monitored on weekends.
- Regular Mail – Finally, you can also choose to submit your documents via traditional mail. You may want to get a tracking number for your package, so you can follow its progress and ensure the safe arrival of your documents. Mail your documents to:
Once we receive all your tax forms and client interview, we can move on to the next step in the process.
Have a Phone/Video appointment
After we’ve received your documents, we’ll set up an appointment for you to speak with a tax specialist. But you don’t need to come to our office for it. Our tax specialist can talk with you over the phone or via video conferencing. They’ll go over your taxes with you and discuss any potential deductions that you may have overlooked, based on your current situation. Once our tax preparers have everything they need, they’ll get to work on your tax return right away.
Receive Your Return
Our expert tax preparers will set to work on your return immediately after your phone interview. Once your return is complete, your tax documents can be uploaded into the client portal, where you can review and sign all the required forms, pay our fees, and we will proceed to e-file the tax return.