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Virtual CPA Firm Emerges

February 24, 2010

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.

Based in Denver,, was created to offer the best of both worlds – technology and personal CPA service - according to Melinda Bucknam, a CPA and the chief executive of the company.

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 firm’s 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 company’s 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 don’t 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?

Comments (1)
I am a true "Have accountant, will travel". I am a mobile tax preparer/accountant who will travel to clients' homes/places of business as there are some who cannot get out because of age, disability, finding someone to mind the store or even problems getting/paying a babysitter. It works out well because it also makes it easier for the client to find all information needed at once, instead of possibly not bringing all needed information and having to make another or more trips to get needed items to me.
Posted by Joy | Friday, February 26 2010 at 9:08AM ET
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