Virtual Appointments ~ Stay home. Its easy, its cheap. DO YOUR TAXES NOW:

a3f18e9e-739e-401a-ac75-5d6c3b7bc984Get 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:

    1. 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.
    2. We’ll schedule a phone call as needed to go over items submitted, ask a few questions, and answer yours.
    3. 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.
    4. 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 / RatesGet a ‘YourSpace’

Now, more than ever, we are looking at your larger picture, considering ‘all the pieces’ to the tax/networth puzzle.


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> To Request an Appointment < click here, other reasons for contacting us:

 

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