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"Nearly 50 years of Service & Aged w/Wisdom like Fine Wine🍷
ONLINE-VIRTUAL TAX FILING (file taxes online from home)
Cheers! We did it again!
We have created an On-line Virtual Tax Preparation system to prepare your taxes from the comfort of your home...or just about anywhere.
This program has been a LIFE SAVER for many.
We are pleased to offer it again for the 2023 Tax Season!
How It Works...
FIRST QUESTION: Does it "COST EXTRA" to do this?...(emphatic) "NO"!
NO! It does NOT cost extra to prepare your tax return(s) in this way. Our price schedules remain the SAME across the board regardless, whether you choose to make an "in-office visit", "drop them off", "mail them in" or use our "Virtual Online Tax Preparation Suite".
Secure Link
Call our office at (518) 843-2511. Current and New Clients, in order to use our Virtual Online Tax Service, we will ask for your email address and some specific information. We will send you a SECURE LINK identifiable ONLY to you. Through this link you will be able to upload all of your tax documents, driver's license(s) and other applicable documentation for your dependents from your computer, iPad, or smart-phone. We will also send you an email explaining the rest of the process (it's SMOOTH & SIMPLE)!
Tax Preparation
Our Accountants & Tax Preparers will prepare your Tax Returns. After completion we will schedule a Virtual Meeting Conference with you. We will email you a Virtual Meeting Room link with simple instructions.
Virtual Meeting Link
You can access your secure "Virtual Meeting Link" from your computer, iPad, smartphone or other smart device. When using your scheduled virtual meeting link, we will verify your identity, and you will be able to "Virtually see and speak" with one of our Accountants or Tax Preparers face-to-face. We will review your Tax Return(s) with you, and you'll be able to see your tax returns right in-front of you on your screen. During this meeting we will be able to address any questions you may have. This is what we call "REAL" online tax preparation & filing.
Payment
While in our "Virtual Meeting Room", we will take payment via Debit or Credit Card, or you can use one of our Bank Products (which we will disclosed during the meeting).
Electronic Filing Signature Forms & Copy of Tax Return(s)
After we take payment, we will immediately send a link to you (and to your spouse) to electronically sign, and a copy of your Tax Return(s), along with a payment receipt. As soon as we receive the signed documents (while still in the Virtual Meeting Room), we will send them out electronically! You will also be sent a separate link to provide you access to your "Client Portal" where you can view all of your tax documents and a copy of your tax returns at anytime.
What's Next....?
NOTHING! You are DONE!
Just wait for those REFUNDS (if you are entitled) to drop into your bank account! We saved you time, a trip to the office, gas, and MOST IMPORTANTLY...we've provided you a safe and secure way to prepare your Tax Return(s) without compromising the health and the safety of you and your family. Cheers!
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Client Referral Program in 2023
What's it about?
$ of course! But, we can't divulge ALL of our best kept secrets on the web!
How can I participate?
It's very simple. You must be a current client or become a NEW client, and file your 2022 taxes with us in 2023 in order to participate. Then you will receive a link with all of the information and what to do. It's super easy, and is done from the convenience of using your smartphone, tablet or computer, and you can refer new clients in as easy as counting "1...2...3". There are rules though!
**If you are a current client, you have already received this link. Have fun and start earning or receiving your tax preparation fee back!
We look forward to working with you! Happy Referring!🤩
