Get your taxes done ~ Use any 1 or more of these: call/ email/ smart phone pics / scanned docs/ google docs/ or mail your documents. I’ve done all of these for decades!
Year end, aka: “Annual Review” with tax prep:
- Submit docs & info: this can be done via email, but its best to direct ALL DOCS/ PHOTOS/ PDF packets & communications to YourSpace247 > example. Mask sensitive #’s.
- Submit items: W2’s, 1099s, property taxes, copy of last yrs file, etc.
- You can scan/ photograph/ or let the local office store (OfficeMax/Depot, UPS, FedEx) do it for you.
- If you need a spreadsheet to make notes to us, I have hundreds of ready to fill google docs that we both can access from the cloud. All clients receive a template of spreadsheet pages they may use. Or submit yours, or I’ll create one just for you. example.
- Need to share something on your PC ? or watch our PC as we complete the process?
- We use TeamViewer to share PC screens.
- Skype is available for voice/ camera sharing.
- Line as well.
- Our Zoom meeting room does it all.
- We’ll schedule a phone call as needed to go over items submitted, ask a few questions, and answer yours.
- We prepare a complete ‘signature ready’ pdf packet.
- You can either print it out, sign for efile, and return asap.
- Or, we’ll mail out your hard copy packet.
- Pay easily via Paypal or by check.
- There is no need to ever leave your home/home office!
I’ve provided this service for literally decades for shut-ins, missionaries, snow birds and folks all over the country.
Other helpful links: Calendar a ‘Virtual’ Appt / Rates / Get a ‘YourSpace’
Now, more than ever, we are looking at your larger picture, considering ‘all the pieces’ to the tax/networth puzzle.
> To Request an Appointment < click here, other reasons for contacting us: