CPA Liaison Services
We offer tax liaison services to simplify the process for you. Send us your tax documents & we will scan copies & provide an electronic batch to your CPA.
Every year you receive your tax organizer from your CPA and gather your tax documents over the following months. You’re never sure whether you have received all the documents you’re due or not.
We provide tax liaison services to make this a more simplistic process. Send us your tax documents in pre-paid envelopes and we will scan all copies and provide one electronic batch to your CPA ensuring that they have everything they need with minimal follow-up. When the return is complete, we will review from a different perspective as that of your CPA, and provide you with our approval to file. Meanwhile, you can cease being a data clerk and enjoy life!