We have developed the following procedures for operating during COVID times to keep everyone as safe as possible. These procedures are efficient and work well. Contact us to discuss alternatives if necessary.

RETURNING CLIENTS

  1. Open your e-mail from James Gibbs vial SmartVault.
  2. Download your personal Organizer, fill it out and upload it to your personal secure SmartVault document folder. The questionnaire portion is critical.
  3. Upload your tax documents into your personal secure SmartVault document folder.
  4. Inform us by phone or email that you have completed your part and we will start processing your tax return.
  5. We will contact you with any questions that we may have, or we will contact you when the return is ready. Generally, we will send you draft return through SmartVault.
  6. You will review the return, call us with any questions or changes, if no questions of changes, we will send an e-signature request to you, using Docusign. We will also send your invoice by e-mail.
  7. After you complete your electronic signature. We will process a completed return and print a digital copy to your personal secure SmartVault account, and e-file your return.
  8. Your tax return will always be available for you in your personal secure SmartVault account to be printed or copied whenever ever you need it.
  9. Finally, as a satisfied client, you recommend us to your friends and family 😊

NEW CLIENTS

  1. Contact our offices by phone or e-mail to set up a phone call.
  2. I will email to you a secure link to upload your prior year tax return and we can discuss an estimate.
    • After we agree to work together I will create a SmartVault account and send you an organizer for you to complete Open e-mail from James Gibbs CPA.com
  1. Read and Sign your Engagement Letter
  2. Open your personal Organizer, fill it out and upload it to your personal secure SmartVault document folder. The questionnaire portion is critical.
  3. Upload your tax documents into your personal secure SmartVault document folder.
  4. Inform us by phone or email that you have completed your part and we will start processing your tax return.
  5. We will contact you with any questions we may have or we will contact you when the return is ready. Generally, we will send you draft return through SmartVault.
  6. You will review the return, call us with any questions or changes, if no questions of changes, we will send an e-signature request to you, using Docusign. We will also send your invoice by e-mail.
  7. After you complete your electronic signature. We will process a completed return and print a digital copy to your personal secure SmartVault account, and e-file your return.
    • Your tax return will always be available for you in your personal secure SmartVault account to be printed or sent whenever you need it.
    • Finally, as a satisfied client, you recommend us to your friends and family 😊