A New Way of Doing Your TaxesBooks

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Covid-19 has put a huge damper on many businesses including Holl Bookkeeping & Tax Services.  We came up with a NEW Innovation of thinking 

 

"How To Bring Our Customers

To Holl Bookkeeping & Tax Services?" 

There are (2) Choices of getting your Taxes done &

We found solutions for both of these concerns.

** Please Text 315-727-2531 to notify our staff that your coming to drop off your taxes at our office in the       drop box in the garage door at 151 Sunrise Drive, Syracuse, NY 13205

** Please provide  your phone number and available times to contact you

 

** I can then send you via "Docusign" or you can "Download File"  from here - the Consent Form to sign

   

 

 

 

Enclose Signed Consent form along with your tax information and put in Drop Box in 

   Garage Door.

Add Note/Comment : When you are available (Morning, Noon, Evening - Time AM or PM)  to go over your taxes.

** Once your taxes are completed, we will call or text you to schedule a Zoom meeting and discuss your returns. 

 

 We can E-File and send your return fully paid postage via postal services.

Once our services are completed, we will Email you an invoice and then we would ask you to use our payment system

 

"Payment To Account"

Choice # 1
Choice # 2

 Instructions

You will need a printer with a scanner to scan in documents & camera either on phone, tablet or computer to communicate.  

1.  Gather All Your Tax Paperwork - Make certain you have everything you may need  (See Tax Check Off List Below)

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2. On your desktop - Right click "Create a Folder" 
- Name it 2020 Taxes - Your Last Name
Click  - "Share File"

This is a Safe Encrypted File Storage for your taxes.

1.  Download & Print "Consent Form"

 

 

Fill out form, then add Consent form to your tax paperwork 

Scan your Documents into folder Named "2020 Taxes - Your last name"

2. Enter your Email Address - 

3. Add Files/Folder

4. Send Files - That's It!!!

Add Note/Comment : When you are available (Morning, Noon, Evening - Time AM or PM)  to go over your taxes.

 

* Once your taxes are completed, we will call or text you to schedule a Zoom meeting and discuss your returns. 

 

 We can E-File and send your return fully paid postage via postal services.

Once our services are completed, we will Email you an invoice and then we would ask you to use our payment system

"Payment To Account"