Equus Advisors

Safely Work With Your CPA This Tax Season

Posted by  //  January 28, 2021  //  Local Business

The Coronavirus pandemic affected our past tax season in mid-March, so many of you were able to see your tax professional before then. Our current tax season will have to have safety measures in place from day one.You can get the best information from Fort Lauderdale tax lawyer for hire.  

While we all wear masks, distance ourselves, wash hands frequently and sanitize door handles, etc., there are ways of working with your accountant that do not necessitate visiting their office. The old way with paper would be to mail the tax and bookkeeping documents to your accountant or drop them off in your accountant’s dropbox. Your accountant can then mail you your completed tax return. But, there is a newer, more convenient and paperless way to be safe and efficient. If you need help with attorney for notices from IRS, then you can check them out from here! 

Equus Advisors invested in a solution called Liscio that replaces vulnerable email and the old way of doing things. It has secure messaging, file sharing and storage, task tracking and a clutter-free modern online experience for our clients that helps us to serve you better. Check out this list of boi companies in thailand.

The exclusive gateway to Liscio is by receiving a personalized invitation from our firm. Once you’ve accepted the invitation, seamlessly integrate the power of Liscio into your workflow by downloading the app from the App Store or Google Play. This innovative platform is easily accessible on both your smartphone and computer. To enhance efficiency, consider hiring app development companies that can tailor the Liscio application to meet your specific needs. Within the app, you’ll receive tasks and alerts, ensuring a prompt response to any missing tax source documents. Simplify document management by effortlessly scanning and storing them securely within the Liscio application, streamlining your tax return process.

We have been using this application for three years now and last tax season many more clients started using it. Even more people will use it soon and find out how convenient, efficient and effective it is. Clients love the interactive Liscio experience. 

Need to speak with us? Call us or we can do a face to face appointment through video conferencing applications that can be launched from the Liscio app. 

Our firm accommodates both in-person and remote client interactions in a safe manner. However, we highly encourage everyone with a smartphone or computer to make use of our available technology to keep everyone as safe as possible during this next tax season.   

If you’re looking to improve your business’ customer service, consider using a customer service recruiting agency to help you find qualified candidates. Recruitment agencies can also find candidates much faster than you can.

Peter VanderWoude, MS, CPA, CGMA
EQUUS ADVISORS
Accounting and Tax Professionals
www.EquusCPA.com – 607.756.5691

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