Circle Tax & Accounting does not have a physical office. We handle all our business electronically by phone, fax, email, and mail.
Drop Off Documents Due to restrictions with COVID-19 we are asking that clients use other options for getting us documents this year. If you need to drop off documents please call our office and we will make arrangements. Mail Us Your Documents You can mail us your information (via USPS, FedEx, UPS, etc). Our mailing address is: 6324 N Chatham Ave #206 Kansas City, MO 64151 **Note this is a UPS store box, you can not drop office documents it has to be mailed or delivered through another service (UPS/FedEx).
Upload Your Documents We have been using sharefile for several years now. It's a secure website to upload documents. You can upload documents through that system. Please put them in the folder labelled "Put Your Documents Here."
Click here to log into Sharefile. Your username is your email address and your password is something you created if you have already logged in. If you need access to sharefile please call us at 816-753-1700 or email firstname.lastname@example.org and we will resend the invitation to join.
Fax Documents Our Fax Number is 816-753-4703. If you fax documents please email/call to let us know they have been sent and so we can confirm they are legible.
We use tax software called TaxSlayer Professional. A couple years ago they started offering the option of using an app called TaxesToGo to send information between clients and tax preparers. We have looked into it further this year and if you would be interested in using the app for uploading documents we are ready to accept things through this program. You can either go to https://taxestogo.com/App/Download/17338 or simply go to your app store to download the app. You will create a username and then input your basic information along with snapping pictures of your tax documents. Then it will give you a code that you will need to share with us so that we can pull your information into our system. This will allow us to send signature pages directly through the app and even the final copy. We will also load your documents into Sharefile for future reference as well.
Appointments We are unable to do in person appointments to prepare your return as we have in the past. And this year due to COVID and my children doing virtual school we will have very limited phone appointments. Please call our office if you need an appointment and we will see if we are able to make arrangements. If you simply have a question please talk to Sandy and she will get back to you. If it is something we feel we can't answer easily without discussion then we will schedule an appointment.