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Please use the form on the right to contact us.  We strive to return all emails and phone calls within 24 hours, 7 days a week.  Be sure to include the best method for contacting you.  Thank you!

 

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260 Glen Eagle Circle
Naples, FL, 34104
United States

(561)-571-1272

At Frawley Tax and Consulting Services, we understand the value of not only excellent client service, but also developing strong, lasting relationships.  We perform both individual and business tax returns and tax planning, and at very competitive rates.  We understand and appreciate the importance of building trust, and recognize the difficulty in choosing a competent CPA that you feel comfortable speaking with both candidly, and confidently.   

Our services include Individual and Business Tax return filings, including FREE tax planning based on your anticipated future tax position, to minimize your overall tax liability.  We also offer a variety of additional business services at a great value.  Whether you want to outsource your QuickBooks bookkeeping and payroll services for a reasonable price to focus on your core business, or need help with budgeting, forecasting, or marketing, we are here to help. 

Our marketing services include performing an in-depth industry and company analysis, developing a marketing plan, creating an integrated website, brochures, business cards, company logo, and more.

 

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MY VIRTUAL CPA, CFP®- How it Works

My Virtual CPA is my self-branded process for remotely working with clients securely, while providing the utmost personal and professional experience.  Frawley Financial Services, CPA in Naples FL serves clients locally, and nationwide remote, via My Virtual CPA.

MY VIRTUAL CPA, CFP®

Through My Virtual CPA, CFP®, I am able to serve my clients no matter where they are located using secure technology.  I do much of my CPA and CFP® work remotely as many clients are far away, located all over Massachusetts and all over the country.  If you are unable to visit our primary location in Naples, FL, then My Virtual CPA, CFP® is for you!  Clients can always fax their tax and other financial documents 24/7 or mail them if they prefer, but now they can also scan or take cell phone pictures of them, and upload them safely online.  I host a secure file sharing site through Secure File Pro found here, which uses 256-bit bank-level security for file transfers.  In addition to being secure, the site is user friendly, and I will get an email notification whenever you upload a new document.  Likewise, when I have documents to send you, such as your completed state and federal tax returns, you'll receive an email notification as well.

If you are new to remote access, allow me to briefly explain it.  After giving you an estimate for the accounting or financial planning work, I will tell you what information I need from you, and we will set up a tentative time table for document gathering.  I will send you a new Secure File Pro account, which you activate via email within 48hours (or the link expires and I can send a new one), and you will create a password, and then sign in.  Your sign-in screen will look like this:

Step 1-  Create and sign into your new account.

Step 1-  Create and sign into your new account.

Once you sign in, you will see "Documents from Preparer" and "Documents to Preparer" in the left pane.  If you click on "Documents From Preparer," you will see documents I have sent you as seen on the following screen:

Step 2- Select Documents to upload or download.  To download files (in the right pane above), simply check the box to the left of the file and click "Download" on the right to access the file.

Step 2- Select Documents to upload or download.  To download files (in the right pane above), simply check the box to the left of the file and click "Download" on the right to access the file.

Here we see I have sent you your completed "2013 Tax Returns Documents," as well as a copy of the "Client Engagement Letter," both of which you electronically signed using my Adobe EchoSign account (shown later).  To open a document simply check the box immediately to the left of it, and click "Download" to the right, and it will give you the option to open or save the pdf file.  It's that simple:

Step 3- You can either open your document or save it.

Step 3- You can either open your document or save it.

Uploading files will be demonstrated next, and is just as quick and easy.  Simply click on "Documents to Preparer" and click the "Upload" located button below "Client Home."

Step 1- Select "Documents to Preparer" on the left take pane, and the click "Upload."

Step 1- Select "Documents to Preparer" on the left take pane, and the click "Upload."

Next click "Select" and browse to the file you want to upload, select it, and then press upload and you're done!

Step 2- Click "Select" and browse to the file you want to upload, and then select and upload it, and you are done!

Step 2- Click "Select" and browse to the file you want to upload, and then select and upload it, and you are done!

 

I will then get an email each time you upload documents, which I will download, and use to complete the engagement.  If any info is missing, I will call or email so you can upload them as they become available to you.  The process is very easy, and you can do it from the comfort of your own home.  Of course, I'm always just a phone call away if you have any questions, or need some help to get started!

After the engagement is finished, I will upload the completed work to you through the File Secure Pro site, and send you electronic pdfs to sign via Adobe's EchoSign.  Isn't a manual signature required?  Not anymore with Adobe Echosign.  Adobe offers a secure digital signature, which is required for e-filing tax returns, and signing the engagement letter.  

During our initial phone consultation, I will happily go over the simple process, and answer any questions you may have.  I plan on making a brief video after relocating, which will show how easy and convenient is to use.  I look forward to offering both accounting and financial advising solutions remotely with My Virtual CPA, CFP®, and I look forward to working with you!



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