Question 1

How does working remotely with a CPA actually work?

Accepted Answer

Everything happens online: we meet over video or phone, you upload documents through a secure encrypted portal, and you e-sign your returns. Clients across all 50 states work with us this way — it's faster and just as personal.

Question 2

Is it safe to send my financial documents online?

Accepted Answer

Yes. We never ask for documents by plain email. All files are exchanged through Verifyle, a bank-level encrypted client portal, so your Social Security numbers and financial data stay protected.

Question 3

What documents should I prepare for my tax return?

Accepted Answer

After our discovery call you'll receive a personalized checklist. Typically: prior-year return, income forms (W-2, 1099), deduction records, and business books if applicable. We guide you through everything.

Question 4

How long does it take to prepare a return?

Accepted Answer

Most individual returns are completed within 5–10 business days after we receive all documents. Business returns and complex multi-state filings may take longer — you'll always get a clear timeline upfront.

Question 5

Can you represent me if I get an IRS or state notice?

Accepted Answer

Yes. As an IRS Enrolled Agent, Doina has full representation rights before the IRS in all 50 states — including notice resolution, penalty abatement, and installment agreements.

Question 6

Do you work with clients outside New York?

Accepted Answer

Absolutely. We serve individuals and businesses nationwide, fully remote, with multi-state filing expertise.

DB Tax & Accounting