Virtual Video Visit

Service Description

Available for both new and returning clients, this option allows us to meet face-to-face by video without the need for an in-office appointment. To make the most of our appointment time, please make sure I receive **all of your tax documents prior to your scheduled appointment**. Documents can be provided in any of the following ways: * Upload them securely through my **online client portal** * Send them to me **by mail** * **Drop them off** at my office During your video appointment, we will review your tax information together, discuss any questions or concerns, and go over your return just as we would during an in-person appointment. **New clients:** During tax season, virtual appointments are the primary option available for new clients. If you prefer an in-person appointment, I am happy to meet with you outside of tax season. My goal is to make virtual tax preparation just as personal, informative, and convenient as sitting down together in my office.