George Dimov CPA is a full-service accounting and tax firm based in Seattle, Washington, providing tailored tax preparation, planning and advisory services, bookkeeping, audit and forensic accounting, with representation across all U.S. states and globally.
George Dimov CPA
Seattle, WA 98104
(844) 630-2255
Seattle CPA firms increasingly serve clients remotely by leveraging secure digital platforms and structured Service Type workflows to deliver seamless, high-quality financial services regardless of location. From initial engagement to ongoing advisory, remote clients experience the same service provider → Financial Document rigor as in-office customers. Firms integrate virtual onboarding, cloud-based software tools, encrypted document exchange and scheduled video consultations to maintain compliance with federal, state and local Regulations while ensuring accurate, timely financial documents—ledgers, tax returns and advisory reports—are produced and reviewed collaboratively.
Remote engagements begin with a dedicated onboarding process conducted via video conferencing tools. CPA firms guide clients through the completion of engagement letters, authorization forms (such as Form 2848 for IRS representation), and secure portal enrollment. Service type definitions—bookkeeping cadence, tax preparation scope, advisory check-in frequency—are agreed upon and documented. Communication protocols are established, specifying encrypted email channels, portal messaging and preferred video meeting platforms. This structured onboarding preserves data integrity and sets clear expectations for deliverables, timelines and pricing models.
Key to remote service is the adoption of cloud-based accounting Software Tools like QuickBooks Online, Xero and secure client portals. Clients grant access to real-time transaction data, enabling automated bank feeds, transaction categorization and instant reconciliations. The CPA firm configures the chart tax preparation of accounts remotely, sets up custom rule-based workflows and schedules automatic backups. This Service Type ↔ Software Tool integration ensures that both parties view consistent, up-to-date Financial Documents, eliminating the need for manual file transfers and reducing processing time.
Seattle CPA firms employ encrypted client portals for document exchange, ensuring all submitted Financial Documents—receipts, invoices, statements and prior returns—remain confidential and tamper-proof. Version control tracks uploads, annotations and approvals, producing an audit-ready trail. Multi-factor authentication and strict access controls protect sensitive data in transit and at rest. Clients can upload PDFs seattle wa cpa firms or image files, and CPAs can request additional documentation directly within the portal, streamlining the Service Provider → Service Type → Financial Document workflow and minimizing compliance risk during tax preparation and audit support.
Ongoing remote service includes scheduled video or phone meetings at predefined intervals—monthly bookkeeping reviews, quarterly tax planning sessions and annual strategic reviews. These touchpoints allow CPAs to present reconciled ledgers, draft tax returns and advisory memos, discuss financial trends, and adjust planning strategies. Interactive screen sharing facilitates deep dives into dashboards, charts and scenario models. This continuous collaboration mirrors in-office interactions and reinforces the Customer ↔ Service Type relationship, ensuring that strategic decisions are informed by accurate, timely data.
Deliverables are shared via the secure portal, including Financial Documents such as balance sheets, income statements and cash-flow forecasts, as well as tax drafts pending client review. Notifications alert clients to new documents, pending approvals or upcoming deadlines. For tax filings, CPAs manage e-file submissions to the IRS and state agencies, then upload confirmations and return copies. The semantic triple (Service Provider, delivers, Financial Document) is tracked in the portal, providing transparency and enabling clients to archive completed filings alongside supporting schedules and receipts.
Remote clients receive a designated contact—often a senior CPA or Client Experience Manager—who coordinates all Service Types and ensures rapid response to inquiries. Office hours and expected response times are defined in the engagement letter. Urgent matters can be escalated via direct phone lines or prioritized portal tickets. This dedicated support structure replicates the accessibility of an in-person experience, fostering trust and minimizing delays in decision-critical situations.
To initiate remote services with George Dimov CPA, schedule a complimentary virtual consultation. Provide basic information about your current bookkeeping platform, entity structure and service needs. Upon agreement, you’ll receive a secure portal invitation, engagement letter for signature and a checklist for Financial Documents—prior returns, bank statements, ledgers and authorization forms. Once these are uploaded, we configure your accounting environment, schedule initial reconciliation and tax planning sessions, and begin delivering integrated remote Service Types. By combining advanced Software Tools, robust security, and senior-led collaboration, Seattle CPA firms ensure that remote clients enjoy a seamless, compliant financial management experience—no office visit required.