Procedures during COVID-19

We at WB Elite take this pandemic very seriously.  We disinfect daily and limit how many people are in our offices at one time.  Our office is open Monday through Friday, from 9:00am to 5:00pm with other times by appointment only.  To give the best customer service, we suggest you either drop off your documents into the box right inside our front door, or if you have them in digital format, you can upload to our secure portal.  If you do not have access to that portal, please call the office and we can set you up and send you an invitation.  It is rather easy to use and would be more convenient than having to drive over and drop them off.  It is against IRS rules to send them through email.

Your tax preparer will go over your documents, call with any questions, and work on your tax return.  Once completed, they will talk to you about the best way to finalize them and sign the documents needed to file.  Some have done them completely through our portal and have not even set foot in our office this year.  Others will schedule a time for you to come in, sign, and you are out in a few minutes.

Please call our office 804-715-4243, Monday through Friday, between 9:00am and 5:00pm if you have any questions.