Tax planning season is underway. Remember… after December 31st, there is very little an individual or business can do to change their tax situation at that point. It is those precious few months of October, November and December where your CPA can truly help clients plan and prepare for their current year taxes!
I am always looking for new clients. Everything I do now is cloud based. I am looking for individual and small business clients that would enjoy working with their CPA using virtual technology. For example, I provide bookkeeping, financial statements, monthly consultations, QuickBooks training, and tax preparation… but it is ALL done via the internet and/or telephone. I do all of my meetings using programs like GoToMeeting and Skype.
My tax appointments are done the same way where clients securely upload their documents (using my cloud-based server, fax, or email) and then I prepare their returns WITH them over the phone and/or using online interactive meetings. This means they don’t have to leave their office or their homes and they still receive the same personalized services one-on-one with their CPA!
Michele Robbins, CPA
Cloud CPA Services, LLC
410-490-6507 or 888-CPA-0707