We serve clients all over the world via virtual accounting services and tax preparation. Through the use of online portals, virtual meeting software, online accounting software, phone, fax and email, you do not need to be located close to our office. We currently serve many clients across the Unites States remotely because they trust our expertise and receive quick and efficient service.
Virtual Tax Services:
Clients can utilize our virtual tax services by the use of our portals. Our secure portal can be used to download your tax organizer and then to upload your tax documents back up to us. Or you can mail your documents to us. Once we have have prepared your return, your copy and any items you need to sign will be uploaded to the portal along with an archive copy of your return. Returns are electronically filed. The process is easy and efficient.
Virtual Accounting Services:
We utilize primarily QuickBooks Desktop (shared using QBox) and QuickBooks Online for a collaborative working environment in providing our virtual accounting services. You can scan your documents to a private, secure folder where our staff will download them and use for input. We provide financial statements on a monthly or quarterly basis depending on your need. We can handle full accounts payable and accounts receivable, customer invoicing, cash deposits, bank reconciliations, financial statements, and more.