David Chartoff CPA PC is a Yelp CPA Accounting Firm. We understand that managing your finances can be a complex task. Whether you’re an individual trying to make sense of your taxes or a business owner striving to keep your books in order, we’re here to make it easier for you. That’s why we’re excited to introduce our exclusive offer for new yelp clients: 50% off our price for tax returns. Clients must use our virtual tax return preparation for 50% savings.
Yelp users can save 50% off when you use our virtual tax preparation. Click here to see our pricing.
Virtual Tax Return Preparation
David Chartoff CPA PC offers virtual tax return preparation. A virtual CPA firm provides expert CPA services, excellent client focused attention with straightforward pricing. We incorporate the latest technology to develop a streamlined process. Information is sent and stored electronically reducing time spent on administrative tasks and increasing efficiency.
Virtual Tax Return Process
There is no face to face meeting in our virtual tax return process. You provide us with all relevant information using our secure portal. This includes last years tax return and current years information. We review the information including reviewing prior tax returns and follow up with questions and clarifications. This is a dynamic process that continues until all facts become clear. All individuals have their own level of sophistication and basic knowledge. Our process moves at a speed you are comfortable with. We are always available to discuss any issue during the process.
We are always available at any point in the process to ask questions through telephone calls or a zoom meeting.
Questions?
Email: info@davidchartoffcpa.com
Call – 855-979-7583
Throughout the process, we are always available to ask questions.
We go over your tax return with you after we thoroughly review your information and before we release your tax return. We believe this process is the most efficient and thoughtful way to ensure your tax return is both accurate and takes advantage of available deductions.
Unlock Expert CPA Services for New Yelp Clients with a 50% Savings
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Why Choose David Chartoff CPA PC?
We know you have options when it comes to selecting a CPA firm, but here’s why choosing us is a smart move:
1. Expert CPA Advice: We are experts in our field. We have years of experience and are up-to-date with all the latest tax laws and financial regulations. When you choose us, you’re choosing professionals who know their stuff.
2. Personalized Service: We understand that every financial situation is unique. That’s why we take the time to listen to your needs and tailor our services to fit you. No cookie-cutter solutions here!
3. Comprehensive Services: We’re not just about taxes; we offer a wide range of services to meet all your financial needs. From tax preparation and planning to accounting, bookkeeping, and financial consulting, we’ve got you covered.
4. Easy and Secure: We’ve invested in top-notch technology to make working with us easy and secure. Your financial data is treated with the utmost care and confidentiality. You can trust us to keep your information safe.
5. Stellar Customer Support: Have a question? Need assistance? We are here to help. We pride ourselves on providing excellent customer support. Your satisfaction is our top priority.
Save Big with Our 50% Off Offer
Now, let’s get to the exciting part: our exclusive 50% discount for new clients! Here’s how it works:
- If you’re an individual looking for tax help, our experts can guide you through the process and maximize your deductions. With our discount, you’ll save big on tax services.
- Business owners, we’ve got something for you too. Our accounting and bookkeeping services will keep your finances on track, and our financial consulting can help your business thrive. Plus, with our 50% off offer, you’ll see substantial savings.
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Your Path to Financial Peace of Mind
Imagine having a financial expert in your corner, working to save you money and help you make informed decisions. That’s what you get when you choose David Chartoff CPA PC. And now, with our limited-time 50% discount, it’s more affordable than ever.
Don’t miss out on this opportunity to secure your financial future without breaking the bank. Reach out to us to get started. We’re ready to discuss your unique needs, answer your questions, and provide you with a customized quote that reflects your 50% discount.
Clients must use our virtual tax preparation for 50% savings.
But remember, this offer won’t last forever. Act now, and take the first step towards financial peace of mind. Let David Chartoff CPA PC be your trusted partner on your financial journey.
Yelp CPA Accounting Firm
Don’t let financial stress hold you back. Embrace this opportunity to save big and experience the difference of working with a dedicated CPA firm that puts your needs first.
We can’t wait to welcome you as our newest client and help you achieve your financial goals!
Sincerely,
David Chartoff CPA – Partner and owner of David Chartoff CPA PC.
How does our Virtual CPA Work?
Personal Income Tax Returns
- Send us a request for a secure file. You will than receive a dedicated file with information on how to access and use. Click on the link below.
securefolder@davidchartoffcpa.com
(Smartvault, the company we use to store your information is amazingly safe and secure.) - Upload last year’s tax return and current year tax information. Include any relevant or background information with your submission.
Look at our checklist for an overview of relevant information.
• Upload the information to your secure folder
• Scan the info
• Take a picture with your phone and upload - We will review your information and follow up with a price detailed on an engagement letter.
Your engagement letter includes your fee to prepare your tax return. You agree to the price and terms on an engagement letter. - We follow up with additional questions and clarifications and continue to exchange information through our secure file.
- We prepare your tax return and set up a zoom meeting and go over your tax return, perform appropriate tax planning for the next year and answer your questions.
- After your questions and concerns are addressed, you pay us your fee and we electronically file and release the return to your secure folder.
As a full-service CPA firm, we are available to meet your needs should questions or issues arise during the year.