PLEASE READ THIS IMPORTANT COVID-19 MESSAGE
I know we are all sick of hearing "COVID" but the following is my tax season COVID plan of Action. First and foremost, I require everyone to wear a mask inside of my office for all drop off's, pick up's or appointments. I do not have exceptions to this policy because I have immune compromised individuals in my immediate family. I value and respect every client I have and I hope you value and respect me enough to understand this policy. If you cannot wear a mask I understand; we still have several options to work together without being face to face.
I have many options available for my clients to get their tax returns prepared and feel as though they got the service they deserve and at the same time keeping you, myself, and the rest of my clientele safe and healthy. I prefer as little in person contact as possible this tax season. My goal is to prepare as many returns contactless as possible and if we need to have in person contact, I am limiting the number of times a client is in my office to once. Here are the multiple options you can select from to have your return prepared this tax season:
1. Completely Contactless Option 1 - You can load your documents to a portal I will create for you on my website. Please send me an email once you have everything loaded telling me you are finished loading the documents. I will put you on my drop off list based on the email date. You will need to request this portal in advance. Once I have completed your return, I will send your return thru Docusign for electronic signature; if you want me to review your return with you I can do so thru zoom or a phone appointment. I can load your return to your portal for you and if you also prefer a paper copy in lieu of PDF only I will send you a printed copy via Priority mail for an additional fee of $8.
2. Completely Contactless Option 2 - Mail me your return (priority mail preferred) and I will put you on my drop off list based on your postmark date. Once I have completed your return, I will send your return thru Docusign for electronic signature (I can wait for a paper signature sheet via postal mail if you do not have the ability to sign electronically). If you want me to review your return with you I can do so thru zoom or a phone appointment. I will send you a printed copy via Priority mail along with all your original documentation for an additional fee of $8.
3. Reduced Contact Drop Off's and Pick-Ups - If you do not have the ability to utilize the portal or send me your information electronically and
you prefer to drop off in person you are welcome do so. We can make a copy of your documentation while you are here and give you back your originals.You can Docusign when we finish, at that time it will include a PDF copy ofyour return and if you prefer, we can also mail you a copy of your return via priority mail for an additional fee of $8.
Alternatively, if you want to pick up your return from our office when completed please leave your tax information in the drop box outside during normal hours and we will
immediately collect it (we have upgraded our open hours drop box). We ask that you do not come inside during the drop off process; ultimately my goal
is to only have each client in the office one time this tax season. After I have completed your return I will call you and go over any questions I have
with you and then you are welcome to pick up your return on any of mydesignated pick up days which I will provide you when I call you after I complete your return.
4. Although I am trying to limit physical contact this year if you feel that you need to have an appointment that is still an option as well. I will schedule my appointments on an individual basis as I have for several years now. This years in person appointment will also be different. You will be in my meeting space and I will be at my desk. You will have a computer screen in the room which I will screen share my computer screen with you while I prepare your tax return. This is also how I will handle all pick-ups that wish to have their returns reviewed with them in person in lieu of over the telephone or thru zoom. This will be on certain days and advance appointments for all in person preparation and picks ups with review will be required.