At Charles R. Sharp, CPA, LLC we provide our clients with many different solutions for file sharing, providing information to us for your tax return or accounting work, and sharing back our finished product with you. Have you ever needed to look at a tax return that is filed away in storage while our office is closed? Do you periodically need to e-mail a copy of your tax return to your bank?
Through our website, you can access our secure portal which allows you to upload files and download your information such as tax returns, payroll reports, financial statements, and other related documents. Because it is more secure, we recommend the secure portal over e-mailing documents.
Our secure portal is available to all of our clients and is individualized for your protection and needs. If you are interested in having a secure portal as a means to share information with us, give us a call at 620-431-7000. We will give you access!
We send our tax organizer to many clients at the end of the year to assist them in organizing their tax information to provide to us. Now, we have the ability to send this to you electronically through an encrypted e-mail. Let us know if you are interested as this can save you time and help you get organized.
Of course, we also still receive faxes at 620-431-7088. However, we really enjoy having face-to-face conversations with our clients where conversations can provide much more information related to your business or individual tax situation.
We are open to working with you in a way that is efficient for you and best for your situation. You decide and we will communicate your way.