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Services offered virtually, drop off, or by

appointment only.

Virtual appointments for tax preparation services are initiated by phone or virtual meeting through Zoom or Google meeting, whichever application you prefer.  Your tax documents are securely uploaded to your tax professional using Intuit Link. During your initial virtual meeting you and your tax professional will discuss your concerns and any pressing tax issues.  When your return is completed you will receive a link to review and sign your return. Then your tax professional will e-file your return.

If you are interested in dropping off your returns to be completed, please make an appointment with your tax professional. Your tax professional will arrange a phone or virtual meeting to discuss your concerns and review your returns with you. You will be offered the option to review, sign, and e-file through Intuit Link or sign at pick up of your tax documents; your tax professional will complete the e-file process.

Finances Made Simple looks forward to working with you!

New York State Consumer Bill of Rights

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