Tax Preparation Options:
Remote – This option allows you to upload all of your tax documents to us through our secure client portal, TaxDome. If you don’t have a scanner, you can either take clear pictures of your documents or use the TaxDome app to scan them and upload them to us. Once all documents have been received we will prepare your tax returns and send them to you for review and electronic signatures.
Hybrid – This option allows you to upload all of your tax documents to us through our secure client portal, TaxDome, or drop off documents to our office. We will then prepare your tax returns and notify you when they are complete. At that point, we can either send them to you for review and electronic signatures or schedule a short appointment to review the tax returns and sign in-person or through a video call.
In-Person – This option allows you to schedule an appointment through our online booking system. The appointment will typically be 1 1/2 hours or less and your tax returns will be completed by the end of your appointment, as long as we have all of the information. Additional fees may apply for in-person appointments.
REMINDER, WE HAVE CHANGED TO A NEW CLIENT PORTAL, TAXDOME. IF YOU HAVEN’T ACTIVATED YOUR ACCOUNT, PLEASE CONTACT US TO UPDATE YOUR CONTACT INFORMATION.
