Mary SASLLC
Level 3

Hi There,

I have a Question, Since COVID started, I have switched from meeting with clients face to face to discuss the tax situation. I now do everything virtually, now my question is: for Identification purposes, especially for New clients, How do i make sure they are who they say they are, Can I have the new clients upload the pictures of their Valid GOVT issued photo ID via a secured link and discuss with them virtually? would this be sufficient enough? Also, What does the IRS say about obtaining ID for new clients during this COVID season, is the IRS against Virtual photo id without seeing it physically? can anyone help please, also how have you bee coping with the new norm wit regard to tax preparation as well? 

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