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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

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