Tax season came and went in 2020 — along with shutdowns and extensions. But 2021 is here and we are now heading into a whole new tax season, which is set to end April 15.
The global pandemic continues, so for the safety of our customers and our staff, Peekz will continue to hold all tax appointments remotely for the time being.
Clients must provide Peekz with their tax documents prior to the consultation so the meeting can go as smoothly as possible.
Here’s how to share your tax documents electronically with Peekz:
- First, be sure to book a remote tax consultation with Peekz via our online scheduling system. You’ll be able to look at owner Amy Peek’s availability and easily select a time that works for you both.
- After your appointment is booked, gather all of your W-2s and other tax documents together. You can take photos of any paper documents and send them electronically through the same scheduling website. Click here and then select “send us a file,” located on the bottom left portion of your screen. Then, follow the form’s prompts for sharing your paperwork with us electronically. Make sure you are logged in before uploading any photo files, PDFs or other screen shots of your tax documents. Each file needs to be uploaded individually.
- If you prefer to mail your paper documents to us, please send them to Peekz ConsultiN, 2927 Chartiers Ave., Pittsburgh, PA, 15204.
- Other ways to share documents with Peekz include sharing documents via Google drive or emailing directly to firstname.lastname@example.org. You also can do a front porch dropoff at the above street address. Please send us a quick text or call to let us know you’ve placed the documents in the client box by our front door.
Please let us know if you run into any issues uploading your documents or have any questions.
Photo Credit: Philip Taylor PT-CC
Peekz ConsultiN LLC is a Pittsburgh-based accounting firm, located in the West Side, that caters to individuals, small businesses and nonprofit organizations. We aim to empower clients to help them take control of their finances and achieve their dreams.