Have accountant, will travel. This is the tagline of a new Internet-based CPA firm that touts itself as offering the convenience of online filing paired with the valuable benefits of a personal CPA relationship.
CPAs who work with her firm have at least five years of tax prep experience and an average of more than 20 years in accounting. Clients are matched with CPAs based on their needs and those CPAs are available to the clients year round for questions and consultations.
But how does it work?
According to the firms Web site, clients first pay a deposit to get things started and documents are uploaded to a personal and secure portal. A CPA touches base with the client and prepares the taxes. The final invoice is paid and the final return is uploaded to that same portal for the client to look over and sign for the IRS. The firm then e-files the taxes at no cost. During this process, the CPA is available for direct communication via e-mail, phone, the portal and web conference. Tax returns are accessible for five years or as long as an individual remains a client.
Bucknam also has a vision for her companys profits to return a sizable portion of them to charity. We live in a great country where most of us are blessed with clean water and food to eat, she said. We want to give back 30 percent of our profits to help those who dont have enough food or medical care.
Seems like a great idea but will clients miss a face-to-face interaction or is this the way of the future?