Frequently asked questions
Our firm is in the process of transitioning to a fully remote, paperless model. Policies described here apply to new clients and remote services. Existing local clients may have temporary accommodations during the transition period.
Are you fully remote?
Yes. Our firm operates 100% remotely, which means we do no longer offer in-person appointments or accept physical paper drop-offs. All services are provided securely online.
This allows us to serve clients efficiently, safely, and conveniently, no matter where you’re located.
Why did you move to a remote-only model?
A remote-only model allows us to:
Focus more time on client work (not office administration)
Offer greater flexibility and responsiveness
Serve clients across multiple states
Maintain strong data security and streamlined processes
In short, it helps us deliver high-quality service in a more modern, efficient way.
How do I send you my documents?
To protect your personal and financial information, we strongly encourage all clients to use our secure, encrypted client portal. The portal allows you to:
· Upload tax documents securely
· Download completed returns and reports
· Send encrypted messages
For client convenience, we may accept documents via email or text message upon client request. However, email and text messaging are not encrypted and carry a higher risk of unauthorized access.
By choosing to transmit documents via email or text, you acknowledge and accept these risks and consent to this method of communication. Whenever possible, we recommend using the secure client portal to safeguard your information.
Can I still ask questions and get support?
Absolutely. Communication is a big priority for us.
We offer support via:
Secure portal messaging
Email
Scheduled phone or video calls
You’ll still receive the same personalized service, just without the need to travel.
About Our Remote-Only Tax & Accounting Services
Do you accept paper documents?
No. We are a paperless firm and do not accept physical documents by mail or drop-off.
If you receive paper documents, they can be easily scanned using:
A home scanner
A smartphone scanning app (such as Adobe Scan, CamScanner, or Notes on iPhone)
If you need help with scanning or uploading, we’re happy to guide you.
Is my information secure?
Yes. Security is extremely important to us.
We use:
Encrypted client portals
Secure cloud-based accounting and tax software
Electronic signatures that meet IRS and regulatory standards
These tools are significantly more secure than traditional email or paper files.
Where are you located?
Our firm is based in the United States and operates remotely.
Because we work remotely, we are able to serve clients across the lower 48 states, subject to licensing and regulatory requirements.
Can you prepare returns for clients in other states?
Yes. We serve clients in many states and handle multi-state tax situations regularly.
However, due to licensing and regulatory restrictions, we do not prepare returns for clients located in:
California
Oregon
Maryland
New York
If you’re unsure whether we can work with you, please feel free to ask.
Will this affect pricing or turnaround time?
No negative impact, if anything, it often improves turnaround times.
Pricing remains based on the scope and complexity of your work, not on whether services are provided in person or remotely.
Is remote tax preparation really effective?
Yes. Remote tax and accounting services are now standard across the industry.
Most IRS filings, signatures, correspondence, and payments are already handled electronically. Our systems are designed to make the process smooth, efficient, and easy for clients.
What if I’m not very tech-savvy?
You’re not alone and you don’t have to be.
We provide:
Clear instructions
Step-by-step guidance
Ongoing support if you get stuck
If you can upload a photo or click a link, you can use our system.
How do I get started?
Simply contact us through the website, by email or phone. We’ll walk you through the onboarding process and make sure you have everything you need to get started smoothly.