Taxes and accounting done with your CPA using live internet streaming rather than physical office meetings

Skype Voice Calls Work on iPad with Everyman H...

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

Advertisements

One thought on “Taxes and accounting done with your CPA using live internet streaming rather than physical office meetings

  1. I have used WebEx and GoToMeeting but I have never used Skype for business calls. Do you use the free version or do you have to pay? How do you feel about the quality?

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out / Change )

Twitter picture

You are commenting using your Twitter account. Log Out / Change )

Facebook photo

You are commenting using your Facebook account. Log Out / Change )

Google+ photo

You are commenting using your Google+ account. Log Out / Change )

Connecting to %s