Halter CPA has recently relocated to a smaller office across town at 69 S. Main Street, Mullica Hill. Given the choice between raising our rates and rescaling our internal operations, the decision was clear. We are proud to remain dedicated to offering personalized, boutique accounting services at affordable rates. We also want to ensure that you all know what to expect from your NJ CPA in remote working situations.
We believe in the mission around which our business has been built: namely, we support the small business owners of New Jersey, and all those who wish to seek current, well-informed financial advice.
Like all businesses, and like each of you, we have had to adjust to the ongoing COVID-19 pandemic. We must consider our community’s health throughout the coming year.
As always, your privacy and security are our top priority. Rest assured, we at Joan W. Halter, CPA have secure solutions for you, including convenient methods for working with us remotely.
As tax season approaches, we want to ensure that you are familiar with our updated remote work protocols. We have 3 options for you to choose from, each of which are safe, reliable ways to share documents with our staff.
1. Submit files online through our new client portal, Canopy.
You will be able to send us your documents directly through Canopy.
NOTE: Canopy will soon be replacing Onvio. We’ll walk you through how to set up your Canopy account as well as how the new user-friendly software works. Stay tuned to our blog and email newsletters! We plan to have Canopy up and running by the end of 2021.
2. Mail files physically through USPS.
To submit documents physically, send them via USPS to our PO Box:
Joan W. Halter, CPA
PO Box 99
Mullica Hill, NJ 08062
PLEASE USE PRIORITY MAIL to ensure that you have access to tracking services for your documents. We have no other way to locate items if they are not delivered to our PO Box and become lost in the mail.
3. Drop files at our secure drop box.
For files that cannot be mailed or submitted electronically, we ask that you use our secure drop box. Access is available 24/7 at our office, located at 69 South Main Street, and the drop box is monitored by security cameras.
Once we have completed work on your taxes, there are 3 ways you may receive your completed tax documents.
1. Access your returns online through Canopy.*
When your tax returns are available, we will notify you via email or text. Log onto our client portal, and you’ll be able to retrieve your return instantly.
*As mentioned above, there will be info forthcoming about Canopy. We are very excited and we think you will be too!
2. Receive your returns physically through USPS.
If you would rather receive physical copies of your tax returns, please notify us. We would be happy to accommodate your request.
3. Arrange an in-person pickup.
We will hold your source documents and returns in our office. Please note that all pickups must be scheduled. Email or call us to schedule your pickup appointment.
Email: firstname.lastname@example.org | Phone: (856) 478-0770
We will be following up-to-date mask and social distancing recommendations outlined by the state of New Jersey for all in-person interactions, and we respect your decision to wear a mask even if vaccinated.
We invite you to contact us with any questions you may have regarding our contactless operations.