A New Way of Doing Your Taxes & Books
There are (2) Choices of getting your
Bookkeeping & Taxes Done &
We found a way for both of these to get Done.
** Please Text us @ 315-727-2531 this will notify our staff that your coming to drop off your Taxes or Books at our office Please use the drop box near the garage door at:
** Please provide Name, your phone number, e-mail and available times to contact you.
You can also email us at: email@example.com
** We can also send to you (or) you can Download from here - "The Consent Form" to sign
You can utilize our "Share file" where you are able to upload and send any files to our encrypted server
For Privacy and Security
Enclose Signed Consent form along with your Book or Tax information and Put in a Special Drop Box near the
Add Notes/Comments : When you are available (Morning, Noon, Evening - Time AM or PM) to go over your Books or Taxes.
** Once your taxes are completed, We will Contact you either by e-mail, call and text to schedule a in person or Zoom meeting and discuss your books or returns.
We are fully functional operations that we can E-File your return and send a copy of your returns in a fully paid postage envelope 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
Choice # 1
Choice # 2
You will need a printer with a scanner to scan in your documents (OR)
you can use your 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)
2. On your desktop - Right click "Create a Folder"
- Name it (YEAR) Taxes - Your Last Name
then save it. Go to tab below:
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 "(Year) 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 try to call or text or email to schedule a in person appointment or a Zoom meeting and discuss your books or returns.
We can E-File and send a copy of your return in fully paid postage envelope via postal services. (OR) you can schedule an appointment for pick up
Once our services have been rendered are completed,
we will Email you an invoice and then we would ask you to use our payment system