January 1, 2023
 

Dear Valued Client,

As the new year is upon us, we want to take this opportunity to wish you and your family a very happy, healthy 2023!  With the new year, comes a new tax season! 

Our office will be open and staffed all season, ready to serve your tax preparation needs. I will, however, be working half the season in the Bayonne office (with limited appointment availability) and working half remotely. 

We will be accepting your tax documents similar to last year:

DROP OFF
 
MAIL IN
 
 SMARTVAULT 

We strongly encourage our clients to utilize our client portal, SmartVault. Upload your tax documents at www.mdhogancpa.com/smartvault. Call office for invite if you do not already have access.

**When uploading, please scan all documents into one PDF if possible.**

We will still accept multiple scans/pics; please ensure images are clear and legible.
Hybrid option: Too many tax documents to scan? Simply drop off or mail in your tax package to office and request your completed tax package back electronically via SmartVault.
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Following is a link to our annual Tax Return Preparation Checklist for your reference. This year we ask, please do not send in any tax documents until you have ALL of your tax documents. It’s better together!
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While we will make every effort to ensure your taxes are filed by the April 15 deadline, returns received after March 20, 2023, may be placed on extension.
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PLEASE NOTE: Per office policy, Tax Returns WILL NOT  be filed until Tax Return Preparation Fee is paid AND Signature Documents are received. We accept cash, checks, money orders and credit/debit cards in office and online at our online payment page: www.mdhogancpa.com/pay-now.


We thank you for your loyalty and look forward to serving you this tax season!
Sincerely,

Mark D. Hogan
Certified Public Accountant