Bruce Kingsbury Tax Preparation
The world of tax preparation is evolving to fit the needs of today's ever-changing world. Along with the importance of social-distancing, there is an ever-present need to protect personal information and provide ease of communication and retreival of your prepared tax forms and source documents.
Last year, most of you were able to submit your documents the traditional way. This was commonly acheived either with a scheduled appointment or by clients dropping them off. Then you would wait for your documents to be processed and return to the office to sign before I submitted them electronically.
Click Here to E-mail Me and Request an Appointment in 2021
Transitioning to a Contactless Process
About 100 of you experienced a contactless preparation process.
This consisted of three different options:
- Sending your source documents by mail.
- Dropping them in the mailbox outside of the office.
- Scanning them and then uploading via a link from my website.
I then prepared the documents and sent them back to you, to be signed with another app (docuSign). All this helped to maintain social-distancing precautions.
A Simplified & Streamlined Solution
Moving forward, everything will be in one process called CCH i Firm -- an encrypted Cloud-based solution that's SIMPLIFIED and STREAMLINED. YOUR DOCUMENTS WHEN YOU NEED THEM!
The process only requires your email address. Once that's provided, we'll send you an invite link where you'll create a password to access the portal.
To make sure this is a smooth process please provide your email or emails if filing married filing joint using my contact page
Thank you, I look forward to serving your tax-preparation needs.