Securely Send Us a File
Use our convenient SecureSend page to securely deliver a file directly to a member of our firm. The selected firm member will be notified once your file upload is complete.
Alternatively, you may also login to our Secure Client Portal to send us a file. If you do not currently have a Portal Account, you may register for one here.
111 2nd Avenue NE, Suite 360, St. Petersburg, FL 33701
Call Us: (727) 258-7846 • Fax: (727) 485 9109
Subscribe to our newsletter to receive news, updates, and valuable tips.
As a valued client, you get a secure, password-protected portal to store and access your important financial documents from anywhere at any time.
Dear Friends and Clients:
As most of you know, I've been working out of my St. Petersburg home these past couple of tax seasons and I'm writing to inform you that my Crystal River location will be closed this year.
I'm working exclusively from my home and my downtown St. Petersburg virtual office. In person tax planning consultations are available at our standard billing rates.
Those of you who mail your documents to the St. Petersburg virtual office or electronically submit them to our secure website may continue doing so - the procedures have not changed.
For those who are new to working with us remotely, you now have the following options for submitting your documents and receiving back your completed tax return.
Lastly, should you have any questions or prefer us to US Priority Mail you back your hard-copy tax return, please call our office at the number above or send me an email at the address below.
Jeff Werner, CPA