Welcome to my Virtual Office!

The way this works

Start by scheduling a meeting.

During our meeting, we will start by talking about your tax (or bookkeeping) situation.  You can ask me questions, or bring anything unusual to my attention.

We will set up a secure client portal and we will be able to send documents to each other.  I can help you get started uploading your tax documents, if needed, during our appointment. 

If you really hate client portals, (I know some people do!) you can mail your documents to me instead.

With e-signature and e-invoicing, signing and paying for your tax return is a breeze.  I accept major credit cards, debit cards and checks.

Once your tax returns are signed and paid for, I will e-file them for you.

Video Conference

From the comfort of your own home, using video conferencing, we can have a ‘face to face, sit down’ meeting as if you were sitting in my office with me.

Client Portal Link

The client portal allows us to securely share files.  You will be able to upload your tax return documents for tax preparation and once your tax return is complete, I will be able to upload your tax return for you to review and print or save for your records.

QuickBooks file share

You can easily send your QuickBooks company file.   I am QuickBooks certified and able to provide a wide variety of services including setting up your company file in QuickBooks, bank and credit card reconciliations, financial statements and payroll processing.

Please visit the Contact page to get started.