Remote Tax Preparation Services
We have enhanced COVID-19 protocols in order to increase safety for both our clients and employees. We are offering in person appointments, as well as fully remote appointments. We also offer a hybrid of the two.
In person
- Desks are sanitized after each client.
- Desks will have a plexiglass shield between the client and advisor.
- Masks will be required per the Palm Beach County mandate. We will provide you with one if needed.
- Sanitizer will be provided as needed.
- Appointments will be spaced out in order to minimize the number of people in the waiting room.
Remote (No in person contact or office visit is required.)
- Upon request we can email you a link where you can securely upload tax documents. This can be done via a scanner, downloaded PDF, or pictures taken with your cell phone.
- Documents can also be mailed to our office or physically dropped off at our reception desk.
- To complete the return, an appointment can be made via telephone or a Zoom video call (with screen sharing capabilities to go over the return with you).
- Signatures, payments, and returns can all be completed electronically.
Hybrid
- Upon request we can email you a link where you can securely upload tax documents. This can be done via a scanner, downloaded PDF, or pictures taken with your cell phone.
- Documents can also be mailed to our office or physically dropped off at our reception desk.
- Advisor can input information in advance, minimizing time spent in the office.
- To complete the return, call to make an in person appointment.
Click on the button below to request a secure link to begin uploading documents