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Tax Preparation

 

WAYS TO HAVE YOUR TAXES PREPARED:


UPLOAD YOUR DOCUMENTS AND WE DO THE REST

RETURNING CLIENTS:

You should already have access to your portal. You can access your portal aka ONVIO by 1) clicking CLIENT LOGIN at the top of the screen on a desktop or laptop, 2) clicking the Hamburger button at the top right of your smart phone, or 3) you can use the domain www.ONVIO.us. If you forget your login, it's your email as user name. If you set up your authenticator in the past and received a new mobile device since then, you will need to call the office so we can provide you with a temporary passcode. Once you make your first upload of documents, our office will reach out to confirm whether you would need more time to upload additional documents or if you have uploaded all documents to then have us prepare your tax return right away. While your return is being prepared we may reach out via phone or email to request additional information. Once we are complete with your return, we will contact you via phone or email to provide the results and next steps to have your returns filed. We provide services beyond just tax preparation. We consult and advise on personal and business accounting and tax matters. Office (484) 902-8611.

NEW CLIENTS:

You will need to call our office to schedule a 15-minute complimentary phone consultation. During the consultation we will advise on next steps. We provide services beyond just tax preparation. We consult and advise on personal and business accounting and tax matters. Office (484) 902-8611.

DROP OFF OR MAIL YOUR DOCUMENTS AND WE DO THE REST

RETURNING CLIENTS:

We ask that you mail or drop off your tax documents once you have gathered all information to prepare a complete return. If there are a few documents that have not been received on your end, please mail or drop off what you have gathered, and we will complete the return once you provide us with the missing documents. If you decide to drop off the documents, please call the office and our secretary will coordinate a time for the drop off. We provide services beyond just tax preparation. We consult and advise on personal and business accounting and tax matters. Office (484) 902-8611.

NEW CLIENTS:

You will need to call our office to schedule a 15-minute phone consultation so we can onboard you before you drop off or mail your tax documents. During the consultation, we will advise on next steps. We provide services beyond just tax preparation. We consult and advise on personal and business accounting and tax matters. Office (484) 902-8611.


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