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FAQs
Do I need to visit your office to have my taxes prepared?
We are available to meet in person however we also offer contactless options like video conferencing. Contact us today for a free initial consultation.
How does Sharma Taxes ensure that my tax and financial records are secure?
We use a secure portal Verifyle to ensure that your tax and financial records are secured. As an experienced tax accountant, you can always trust that your information is safe with us!
What services does Sharma Taxes offer?
How long should I set aside for a tax appointment?
Appointment durations can vary between 60 to 90 minutes, depending on the complexity of your situation. To streamline the process and potentially shorten the appointment, consider sending your tax documents in advance through the Portal. This allows us to begin the data entry and scanning ahead of time.
What should I bring to my appointment?
Please review our Tax Checklist and Request Tax Organizer ahead of your appointment. We ask that you fill out the applicable sections and review the Checklist for items to bring with you. You can also upload all the forms to our Online secure Portal if you prefer a more tree-less tax prep experience. FYI- As your tax preparer, we will initiate the account for you so you can upload.
Do my spouse and I both need to come to the appointment?
It's not mandatory, but we do require both of your signatures before finalizing your filing. This means we may need you to return the signed documents to us before proceeding with the e-filing of your return.
Can I work with Sharma Taxes remotely instead of setting up an appointment?
Absolutely! While we thoroughly enjoy the delightful face-to-face banter with our clients over tax returns, for those who prefer a more virtual rendezvous, simply toss your documents into the Portal and drop a quick email to info@sharmataxes, expressing your desire for a remote tax tango. We can then shimmy through the details via email or video chat. Just be patient with us; handling tax returns is like managing a line, and it may take a little time before we get to yours.