We’re excited to announce a new client portal feature for our clients this tax season! What does this mean for you? Less paperwork and a more convenient process and storage system! We have partnered with SecureFilePro to bring this service to you. This online file transfer service will eliminate the need for copies of tax returns and allow you to upload your documents directly to us.
We will provide you with a log in to a secure site where you can upload and download documents throughout your tax preparation. This streamlines the process by making the paperwork piece easier for everyone! You will be able to add documents as it suits your schedule and we will send notifications when it’s time to sign or for record keeping.
If you prefer a traditional paper file process, that’s perfectly fine, too! We strive to offer a variety services to match our clients’ needs. Just give us a call or schedule a meeting and we’ll determine what works best for you.
We hope you find value in this added service and the convenience it provides. Reach out to us today at 913.888.9100 to get your 2017 taxes started. We look forward to helping you!
Richard Adams is a graduate of Benedictine College in Atchison, Kansas, with dual majors in Accounting and Business Administration. He is also a graduate of Wentworth Military Academy in Lexington, Missouri.