Remote File with David E Tepper, CPA, PLLC
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David E Tepper offers remote tax filing service preparation to our clients, allowing them to efile with us from the comfort of their own homes from within anywhere in the Continental United States.
David E Tepper, CPA, PLLC uses SecureFilePro to safely transmit and receive important files from our clients. Our Clients are able to securely upload their important tax documents (such as W-2s, 1099s) to us electronically. This enables us to obtain the items we will need to prepare our client’s tax returns, allowing us to easily communicate remotely with our clients and prepare our clients tax returns from a distance. It is particularly helpful for our clients that are located outside North Carolina and enables us to prepare and file the returns from their respective states.
David E Tepper, CPA, PLLC is able to upload our tax questionnaires and organizers to assist our clients with getting organized and obtaining the files they will need to locate in order for us to prepare their returns. We are also able to upload other client files at the end of the engagement, such as drafts of tax returns, client efile authorization forms, and completed efiled client tax returns, to individualized client accounts, where our clients can access, download and print their information. All transmissions on the site are secure and are encrypted at rest on the server. Clients are able to sign in and view and download only their own documents.
SecureFilePro contains a GuestExchange allowing guests to our site as well prospective clients to safely and securely send our Firm important documents electronically. Click on the link provided below in order to safely transmit to (upload) or receive (download) files from David E Tepper, CPA, PLLC.
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