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Send documents, e-sign and submit your SME CPA payment securely from your home.

Our goal is to make tax time simpler, more efficient, and less stressful for you. We wanted to remind you of your options in case you are not able to or do not feel comfortable enough to come into one of our two physical offices. If that is the case, below are a few options to get your tax information to us. However, please know that your CPA is available for inperson or Zoom meetings, via phone, or email to address any questions you may have concerning your tax information.

There are various ways for you to work remotely with your tax professional.  

1)    Our portal makes the process of gathering your tax documents and delivering them to your SME CPAs tax professional much easier. When you upload your tax documents to your secure client portal, your tax professional receives an email notifying them that the information is available. 

2)    SME CPAs also provides an electronic signature process for your convenience.  When the return is complete, your Client Copy, invoice, and e-file authorization forms are sent to you through DocuSign.  This allows you to download a copy of the return for future reference.  It also allows you to electronically sign and return the authorization forms to SME. 

3)    SME CPAs also offers the ability to pay your invoice through our secure website. See our website at www.smecpa.com and click on the Pay Now button in the upper right hand side.

To utilize one of these options, simply contact your tax preparer and let them know which option you wish to use.  We will then either create a portal for your use and send you information on how to access it, or plan to set up your tax return for electronic signature. 

If you have any questions or concerns, we invite you to reach out to us and we will be happy to help you.

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Have a question or want to discuss your specific need? Contact Us or submit your inquiry using the form below.