Click on the link below to access our portal. The safest way to send, receive and store information.
David Chartoff CPA is committed to an efficient and secure workflow.
Preparing a tax return is more than putting numbers on a piece of paper or inputting into a tax program. Our workflow to gather information serves several purposes.
- It is an efficient way to gather information.
- The process is dynamic meaning that it is back and forth dialogue. We review your paperwork and communicate with you.
- Questions can be brought up by you during your submission. As we review the data, we ask for clarifications and more detail. The purpose is to file the most complete and accurate return and to identify opportunities for the current year and provide tax planning for future years.
- We meet with you via zoom after we have gathered and reviewed your information.
- Our meetings are focused and provide value. Your concerns are address in addition to providing information and planning opportunities.
- The secure portal is available year around for you to save and access your information.
Questions on the process or next steps, give us a call. 855-979-7583.
Send us an email request and we will forward you portal access.
Learn more about our secure portal to send and receive information. It is super secure, and you can feel confident providing us and storing your documentation. Click on the link to learn more about the security of our folders.