How to Conduct Business Moving Forward:
2.) Call us or Email us to schedule a phone call.
Call or email us to schedule a phone call with someone on our team in lieu of an in-office meeting.
3.) Electronic Signature is Available.
Please rest assured that electronic signature is available for most of the forms that you would need to sign. Alternatively, documents that you sign can be scanned and emailed to us using the instructions and/or secure link in point number one.
4.) Completed Returns Will Be Sent Electronically.
When your return is complete we will be reaching out to you via phone or email with all the necessary instructions and documents needed to avoid delay in filing your return and receiving your 2019 copy. Rest assured that the documents required to sign in order to file do have electronic signature capabilities. If you have already physically dropped off your tax documents the above also applies. We will be reaching out. Once the mandatory COVID-19 shut down has passed, you are welcome to come to the office and pick up the documents you provided, at your convenience.
5.) Invoices Will Be Paid Online Or Over The Phone
You can pay your invoice via credit or debit card using our secure online payment portal. To do so now, click below or visit our website and click "Make A Payment." If you prefer to pay over the phone please coordinate directly with a member of our staff.
1.) Upload Your Documents Securely Via our Website or Secure Link.
At any time you may go to www.dpfinancialtax.com homepage and click the "Upload Your Files" tab to securely send documents. Additionally, if you are ready to send your files in now, Click Here to get started.
Please send pdf copies only – do NOT send photos. There are several free and low-cost apps available for smart phones to convert pictures of documents to pdf files. Examples are Adobe Scan, TurboScan, Genius Scan, and CamScanner.
If at all possible, please combine all documents into a single pdf file.
UPLOAD FILES HERE
6.) Send Your Documents Via Fax
7.) While electronic delivery of documents to DPFT is preferred, you can mail documents to our office.
If you do so, you MUST coordinate directly with a DP Financial & Tax service partner or manager. We strongly recommend you make and retain copies of all mailed documents. Our mailing address is:
4775 E. 91st St. S., Suite 200, Tulsa, OK 74137
Our professionals are closely monitoring the health event to determine how long we’ll continue with these remote work arrangements. This is a fluid situation and we’ll continue to update you via email.
David Paulson & Tammy Swearengin
DP Financial & Tax, Inc.