The Benefits of Remote Tax Preparation

Gone are the days of scheduling in-person meetings with your accountant. With the rise of technology, remote tax preparation and bookkeeping services have become the new norm. In this post, we will explore the benefits of using online platforms to file your taxes and manage your finances. From increased convenience and accessibility to enhanced security and accuracy, discover why more and more individuals and businesses are embracing remote tax preparation.

15 Benefits of remote tax services:

1) NO in-office meetings needed.

2) You will KNOW who is preparing your taxes and their qualifications: I will personally be preparing your tax returns. You'll have a licensed Tax CPA with over 10 years of tax experience and qualifications preparing your taxes.

3) I Do Not outsource your tax preparation, and trainees will NOT be doing part of the work.

4) You'll have the high security, ease and convenience of my encrypted Secure Portal for transmitting documents between us.

5) In today's age of global pandemic, self-quarantines, etc., tax preparing "remotely" from your home with a licensed and qualified tax preparer as I am, is strongly advised (as compared to the no-longer advised "in-office" tax preparing approaches with the major health risks today.

6) Documents exchanged via my Secure Portal or by email have added benefit of being "paperless", and require no physical paper handling between us.

7) Often, I find mistakes when I review a new client's prior year tax return that was prepared by someone else before you become my client. Those mistakes may put those earlier-year tax returns at "risk of audit". If so, I will certainly advise you of those, and we will discuss them.

8) My tax service saves my clients' time. Plus, my clients come away with a better understanding of the factors and key variables that impact their taxes, as compared to a typical non-remote tax preparer service with a less qualified tax preparer.

9) Our communications (by my Secure Portal, phone and/or email) can be more spontaneous and flexible between us, requiring little or no rigorous scheduling. My service availability for calls or email is generally "365", + I'm very responsive to my clients' communications.

10) With my tax preparation services, I do not generally charge my clients for brief inquiries, calls or email througout the year.

11) As my client, you will have the benefit of a secure paperless archive of your tax documents.

12) After your review and acceptance of your finalized tax returns, I can E-File them for you upon receiving your authorization to do so.

13) Your tax return will be recognized by the IRS as having been prepared by a licensed Tax CPA, EA professional with highest standards for your tax return's accuracy of preparation.

14) As a tax client, if you happen to relocate to a new community, city, state or even a new country, you can "retain and take my services with you". In other wlords, you won't have to find and bring up-to-speed a new tax preparer. Rest assured, I can continue serving you wherever you may live or work. I can even help you with tax-related matters and questions you may have that relate to your relocation planning.

15) Last but not least, my clients gain a better understanding of the key variables and other key factors that impact their taxes and their own "tax situations". To maintain my tax skills updated and current, I take extensive continuing education courses yearly, and am active in my professional tax CPA organizations.