COVID 19 - UPDATE Mar 28,2019
In Order to protect our Clients & Staff, we are doing everything in our power to comply with social distancing by limiting 1 on 1 interaction. As a result we are proud to offer you the following options:
In person Meeting:
In order to continue our unique tax experience we are continuing with our in person appointments with the following option:
- All clients are asked to DROP OFF all tax documents in person or
- UPLOAD their documents using our online registration form IN ADVANCE
- We will complete your return then, schedule a short meeting for your review & to answer any questions
If review is not necessary, clients can simply pick up without scheduling a meeting.
Electronic Delivery :
We have now created a new way to deliver our unique tax experience by providing you with the option of online appointments and Electronic Signatures to review and complete your tax return:
- Web Meeting Through your Phone, PC or Tablet
- Secure Electronic signatures and Delivery of your tax return through DocuSign.
- Just UPLOAD your Documents when you complete our online registration Form