You like SIMPLE.  You want CONVENIENCE.  
You need SECURITY and PEACE OF MIND.
You want GUIDANCE and INFORMATION you can TRUST.

Karen Lawrence and Financial Evolutions, LLC Virtual Tax & Business Services gives you all of that and more!   So, what exactly does virtual tax and business services mean?   It all starts with what you do already.  You pay your bills online, make purchases online, bank online, manage your investments online, and receive important reports and documents online.   Now, you can work online with your tax preparer and business advisor, too!


The way you handle your finances has evolved…and, we have evolved right along with you!

There is no appointment to schedule or traffic to fight to see us!   All correspondence and communication is done through email, phone, and screen sharing (as needed).   This saves everyone time and money…and, we pass our portion of that savings on to you to keep your fees as low as possible!

We are here for you!  You get customized advice from a tax and business expert with over 20 years of experience.

 

 

HOW VIRTUAL TAX & BUSINESS SERVICES BENEFIT YOU

  • PAPERLESS – You can upload your financial documents, PDFs, spreadsheets, and tax documents.  You can also view them right inside your secure portal and/or download them to your computer.  Of course, you can even e-sign your tax forms.
  • CONVENIENCE – You don’t have to search your calendar to coordinate enough time to drive and meet.  You can send information at your convenience 24/7.
  • SECURITY – Email isn’t 100% secure.  We make sure that your personal financial documents have the highest level of safety and security we have access to.  That’s why we give you your own secure and private Client Portal.   You can also fax documents to us (Although scanning and using your Client Portal is most secure.)
  • EASY ACCESS – Your confidential documents and completed tax returns will be available to you 24/7 in your Client Portal. (minimum of three years are stored)
  • SAVE TIME & MONEY – Save on gas, printing costs, driving to meetings, and pay lower fees.

You don’t have to be a tax expert, that’s our job!
You don’t have to know “everything” about running a business, we’ll teach you! 

Have questions?  Just Ask.  We have answers.

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