McVay Business Services Q&A

Taxes:

• How do I upload my tax documents for a remote meeting?

Please email us your full name, email address and phone #. We will call you when we setup your secure online portal.

• Can I upload my tax documents to the secure portal via my cell phone or tablet?

Yes, our user interface web page login is mobile friendly. Login and upload your pics for the documents.

• How do I make a tax appointment?

Tax appointments are made via our website scheduler link, email or phone call. This is for in-office or remote (Zoom, Skype, Google Meet) meetings.

• I want a remote meeting, however I don’t have any of the meeting apps.

We can conduct our meeting via a phone call.

• How can we get you our tax documents if we can’t upload to your secure portal?

You can mail us your documents to our office, take pics of documents (max 5 pages) (Special Text # needed, call us) or our secure fax at 877-202-6314. Please DO NOT email documents with your SSN not mask.


Accounting Services:

• Do you only use QuickBooks in your practice for clients?

Yes, Mike McVay is a Certified QuickBooks ProAdvisor with over 25 years experience with all of Intuits products. QuickBooks has 92% of the market share and is McVay’s preferred software.

• Can I still get my accounting done by your firm if I still use QuickBooks Desktop?

Yes, we prefer to use QuickBooks Online for the ease of remote accounting, however under certain circumstances we can use your desktop version to complete your bookkeeping and accounting processes.

• Do we have to subscribe to QuickBooks Online for you to do our bookkeeping?

No, All new clients to McVay Business Services will receive the full subscription for life of your account for using our services. If you already have a subscription to QuickBooks online, you will need to continue with that subscription. ​