Are you wondering how you can get your tax returns done properly and efficiently, while paying as little as possible, AND doing your part to reduce the spread of COVID-19? Whether you are used to curbside service and contactless shopping and delivery, or if you’re just plain ole lazy, Senter, CPA has you covered with our contactless tax return process. 

A few things you’ll enjoy during your virtual tax preparation:

  • This may be a contactless, no-touch, virtual process, but we will be in contact with you the entire process.
  • You will have access to expert tax professionals and CPAs.
  • You can use your preferred technology and devices.
  • You can enjoy the comfort of your own home, no need to schedule a time to come in the office.
  • You’ll be treated to fast and efficient service.
  • Our caring, Senter, CPA TEAM will be working for YOU.

How It Works

Step 1: Contact Us

  • Telephone: 248-934-0550
  • Use our online contact Form: HERE (or use the contact form below)

Step 2: Upload Your Documents to Our Secure Portal

  • Once you decide that Senter, CPA is a good fit for you, we will provide you with a link to your personal, secure portal, which we will use for 90% of the process.
  • You can scan or take pictures of all documents, and then upload them to your portal.
  • If you are not technology savvy, contactless drop off is accommodated (just mask up, stop by the office, and drop off your documents at the front desk).

Step 3: We Begin Preparing Your Return

  • Once we get copies of your last two tax returns and current year documents, one of our preparers will begin working on your return.

Step 4: Request Additional Information

  • We will contact you via email, phone, or set up a video meeting if we have any questions or need additional information. 
  • This part of the process is to ensure your tax return is prepared accurately and to identify anything that may be missed, or strategies to take advantage of.

Step 5: Tax Return Review

  • Once your return has been prepared and near completion, a CPA will review and analyze the return for any planning strategies for current and future years.

Step 6: Tax Return Sent to Client Portal

  • Once complete, your return will be sent to your secure portal for you to review.
  • Once approved for e-filing, documents will be sent to you for your e-signature.
  • Invoices can be paid online right in your portal.

That’s it!

Let’s continue to stay safe and get your taxes done right!

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Happy Thanksgiving

Josh Legant is joining the Senter, CPA Happy Thanksgiving to all Senter, CPA, P.C. clients, team, friends, and community.

Since today is Thanksgiving, I wanted to share a few things that, myself and the rest of the Senter CPA team, are thankful for:

2022 Tax Planning

Tax planning is the process of managing your financial plan with the goal of reducing your tax liability, and safeguarding assets at the federal and state level. Most tax planning involves deductions, credits, and current vs. future tax rates. When tax planning, you should be looking for strategic and legal ways to reduce your tax burden now and for years to come. This year is a great year to look at possible Roth Conversions or Loss Harvesting. With the downturn in the market it is an opportunity to convert some or all of a retirement to a Roth account with paying the lowest amount of tax.

Thank you!

Josh Legant is joining the Senter, CPA team as Staff Accountant.

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Welcome to the Senter, CPA Team – Josh Legant

Josh Legant is joining the Senter, CPA team as Staff Accountant.

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