Albany, Oregon-based CPA firm serving individuals and small businesses statewide.
Start with a clear conversation.
Whether you need tax return preparation, proactive tax planning, or guidance around a major financial decision, the first step is scheduling a complimentary meeting.
The firm will learn more about your situation, explain how its process works, answer your questions, and help determine whether working together is the right fit.
Let’s talk about what you need.
Austin Culver CPA LLC is a fully virtual accounting firm based in Albany, Oregon, serving individuals and small businesses throughout the state.
Prospective clients are welcome to call, email, or complete the form.
Please include a brief description of your tax situation and the services you are interested in, and the firm will follow up to schedule a time to connect.
541-203-0850
Austin.Culver@austinculvercpa.com
Available by phone Monday–Friday from 9:00 AM–5:00 PM, and available anytime by email.
Meetings take place virtually through Google Meet, or by phone call, and are scheduled ahead of time.
What to Expect
1
Schedule a complimentary meeting
After you reach out, the firm will follow up to schedule a complimentary onboarding meeting at a time that works for you. This initial meeting is free of charge, regardless of whether or not we ultimately choose to work together.
2
Talk through your tax situation
During the meeting, the firm will ask questions about your tax situation, explain its process, and answer any questions you have. This helps us both determine whether the relationship is a good fit.
3
Access your secure portal
After the meeting, if we decide to move forward, you will be invited to SmartVault, the firm’s secure online client portal.
4
Upload your most recently filed return
Uploading your prior tax return allows the firm to understand your tax history, add you to the firm’s system, and prepare for your next filing.
5
Complete onboarding
process
Once your prior year return is added to the firm’s system, onboarding will be complete. You will then be sent an organizer, questionnaire, and engagement letter when it’s time to begin your next tax return.
Secure, Convenient, and Fully Online
- How the Virtual Process Works
The firm’s virtual process is secure, convenient, and easy to use. There’s no need to drive to an office, drop off paper documents, or schedule an in-person appointment. Everything is handled online with straightforward tools that only require basic computer skills. The entire workflow is designed to be simple, modern, and efficient from start to finish.
Secure Documents
Tax documents are safely and securely uploaded and downloaded through SmartVault, the firm’s online client portal.
Electronic Signatures
Documents are signed through DocuSign, a safe and secure e‑signature platform that allows you to easily and conveniently sign forms online.
Virtual
Meetings
Meetings are held through Google Meet, with phone call meetings available if preferred. Ongoing communication can be handled by phone or email.
Online
Payments
Invoices are sent through PayPal and can be paid online at your convenience. No PayPal account needed. Simply enter your bank information and pay safely and securely online.