At his time, Saenz Tax Accounting and CIS, Inc, for our mutual safety, will resume in-person tax consults for tax year 2020 on January 1 2021. In-person consultations in Texas and Florida are both impacted.
Virtual Tax Preparation is available via appoinmtent. Clients can use the client portal to submit source documents [W-2s, 1099s, etc] by creating a user id and password at www.taxesbydave.com Clients can also use another secure link sent by Saenz Tax via email. All documents are uploaded and encrypted using IRS protocols. Virtual appointments use digital signatures to authorize e-filing of taxpayer's retuns. Other encyrption techniques are used to send the final tax return to each client.
For questions on virtual tax preparation, please call Saenz Tax at 850-501-1164.