March 17, 2020 – In response to the current COVID-19 crisis, Personal Tax Advisors will be completing all tax preparation remotely (no in-person appointments) until further notice.
Remote Tax Preparation allows you to have the same level of service as an in-person appointment, but with the convenience of not having to come to our location. You can speak with your preparer, ask questions, and review your tax outcome, from wherever you are.
What do I have to do?
First, you need to set up a time for your virtual meeting with a preparer. Then sign an authorization form, and send scans, PDFs, 0r legible phone pictures of any documents required so that your preparer has everything they need to get started.
- Authorization form: All clients (new and returning) must sign and date an authorization form to allow us to file your return. Complete Part A, and sign and date Part G. Download the authorization form here.
- Tax Documents: Refer to our checklist to confirm the materials we may need in order to complete your tax return and scan (or take legible pictures with your phone) them.
- Book an appointment: If you haven’t already done so, get in touch with us so we can set up a time for your preparer to review your tax file and touch base with you. Expect a phone call within a few minutes of the scheduled start time where your preparer will obtain further information from you and/or provide you with an estimate of your tax outcome.
Obtain PDFs, scan or take legible phone pics of the documents indicated (authorization and tax documents) and send them to firstname.lastname@example.org before your scheduled appointment time.
Alternatively, you can send physical documents to our office location via courier or regular mail.
Note that we cannot begin your return until we have received your signed authorization, relevant documents and information from the checklist. Please get them to us before your scheduled appointment time.
What if I have already booked an appointment?
If your in-person appointment is converted to a Remote appointment, your original appointment time is still reserved for you, and your preparer will begin work on your return at that time. Expect a phone call within a few minutes of the original start time where your preparer will obtain further information from you and/or provide you with an estimate of your tax outcome.
If you have any further questions, we’re happy to help. Please get in touch.