Depending on the office your taxes are prepared at you can send your documents, spreadsheets, and files to us via one of our dedicated email addresses. These email addresses are only for sending documents. No replies to queries will be handled through these emails:
Our offices have initiated a secure online client portal system. The system provides a secure way for our clients to interact with our offices. Use of the system is voluntary and you can still visit our offices. There is no cost to our clients for this system. This system employs the very latest tried and tested security innovation. So you know that whatever you’re sending, sharing or communicating, you can be confident that no one else is intercepting or viewing your material You can securely do the following:
Submit documents to our office for your taxes
Receive your tax return and other documents safely
Attach e-signatures to your tax documents from our office
keep a safe location for all of your tax documents
If you wish to use our secure online portal system give our office a call or send us an email. We will send you your personal invite to you. Only you have access but you can also grant others access (banker, investment adviser, POA, etc).
Picking up and Signing Off on Taxes:
Remote sign off is an option (call for details or see above)
Papers can be signed at office with reduced meetings or reviews
Staffing demands may reduce our available times for in-person meetings during tax season.