ELEVATE YOUR CLIENT EXPERIENCE WITH REMOTE ENGAGEMENT
Life moves fast, and managing your obligations shouldn’t slow you down. At Steven Yeh & Associates, we prioritize your time by offering flexible, modern remote engagement options tailored to your schedule.
Whether you prefer the personal touch of an in-office consultation or the efficiency of a digital workflow, we provide a seamless experience through the following features:
Modern Remote Engagement Options
- 24-Hour Autonomous Scheduling: Take full control of your calendar with the ability to book appointments directly through our website at any time, day or night.
- Zoom Webconferences: Connect face-to-face from the comfort of your home or office with high-quality video sessions.
- Secure Client Vault*: Enjoy peace of mind with a dedicated, encrypted storage space for all your sensitive files and records.
- Secure Email Exchange*: Communicate and share documents with confidence through our protected email channels.
- Text Communication*: Stay updated on the go with convenient text messaging options for quick check-ins and alerts.
- Traditional Office Meetings: For those who value a classic face-to-face setting, our office remains available for professional consultations.
Why Choose Our Remote Services?
- Security First: We utilize encrypted platforms and secure portals to ensure your financial and legal data remains strictly confidential.
- Ultimate Convenience: Eliminate the commute and engage with us whenever—and wherever—it fits your lifestyle.
- Real-Time Collaboration: Review files and share insights instantly using our integrated digital toolkit.
Ready to get started? Visit our scheduling option below to explore our remote engagement options and book with Steven Yeh & Associates today.
* Upon request for existing client use only
Prepare for INCOME TAXES
IRS TAX TIPS
IT'S TAX TIME!
The tax season is underway!
If you are sending information electronically, please do not send private or sensitive information via unencrypted email. To send sensitive information electronically, request a secure, encrypted email option from your tax preparer. Also below is a 7-page generic tax organizer to make organizing your tax information a little easier.
The IRS website offers lots of helpful tools, including a "Where's My Refund" tracker, options to pay income and estmated taxes, and to request tax records and transcripts. Just make sure you are using the official IRS website to avoid being scammed. That site is: https://www.irs.gov/
HYBRID MODEL AND HEALTH PROTOCOLS
Our office utilizes a hybrid model of both in-office appointments and remote servicing. If you prefer, we can prepare your legal documents or tax returns and communicate entirely by remote servicing (existing clients only) if you schedule to drop off your documents to our lockbox and/or arrange with our staff to receive your documents electronically. Just let us know how you wish to proceed. Please see below for updates to our office policy:
- For security and safety, we will continue to be closed to the public even during office hours so visitors should schedule an appointment before coming to the office and will need to ring the front bell for access.
- We ask that if you are ill, please cancel your scheduled in-person meeting or switch to one of the remote access options below. If there is a mask mandate in effect, all persons will be required to wear a mask in the office. Otherwise, it is your own preference whether or not you wish to wear one.
- We have the capability to host remote access via web conference, video conference and tele-conference so that we can stay connected at all times.
- Staff rotate between working in-office and working remotely to minimize the number of persons in the office at one time. This helps to reduce the spread of seasonal illnesses such as the Flu, COVID and others to protect clients and staff.
- Any staff who is feeling ill will stay home and work remotely, if possible.
- If you need to schedule a call or meeting, please call the office or consider using our online scheduling option for your convenience, available via our website.
- Voicemails and emails will be monitored by staff members who are working remotely. Please allow at least 24-hours for a response.
- While we take precautions, there is no guarantee that it is risk-free to visit in-person due to viruses and other seasonal illnesses. Please take precautions based on your own health needs and please let us know, in advance, of any special needs.
- If you are sending anything important through the mail, please send an email or leave a voicemail in advance so we can be on the lookout for your item.
We remain dedicated to your needs, so please reach out with any questions or concerns. Thank you for your trust!