Can we meet in person? Or do you only work digitally/remotely?
We are absolutely happy to meet you in person. In fact, we especially prefer to meet with you as it's always nice to put a face with the name!
Please note - during the actual tax season (January - April), we only conduct in-person meetings with first-time tax clients. As a returning client in subsequent years, we work with you remotely on the preparation of your tax return.
We've found that working remotely allows us to better achieve the following for you:
- Cost-effective (helps keep our fees down)
- Time-efficient (saves you distance travel & meeting time)
- Results-driven (allows our thorough review without limitations & provides tangible emails for your future reference)
We offer several paperwork provision options to make things easy on you! (see step 2 in our Tax Prep Process page for paperwork return options)