TRANSITION UPDATE FOR

FORMER DILORENZO & KINSEY CLIENTS

 
 
 


I am happy so say that Elya and I continue to go through a very smooth transition. I am hopeful you have found the transition to be as seamless as we had anticipated. As always, reach out with any questions or concerns you may have.


As we prepare to enjoy the holidays before the upcoming tax season, we wanted to take a moment to highlight a few upcoming changes.



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New Emails


Please note the new emails for the team and update your contact information accordingly (phone numbers stay the same)

Amie - amie@balcerzakfinancial.com

Dani - dani@balcerzakfinancial.com


Anything you used to send to Elya, please send directly to me and I will coordinate with Elya as needed.

ed@balcerzakfinancial.com

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Office Locations



We have received several questions on what are plan is for office locations. Since both offices are under lease until late next year and neither office has enough space to accommodate both operations, here is the plan

  • We will maintain both locations for the time being. I go back and forth between offices as needed - they are only 10-15 minutes apart.
  • We plan to move everyone to a new office in the June timeframe and are actively searching available options. Our new office will be in the tech center area and not far from either of our current locations
  • If you want to meet in person or drop off data, please feel free to use the location that is most convenient for you.
  • Both offices have mail slots so if you stop by when we are not available, drop off any information through the mail slot
  • As a reminder, the office locations are:

S Quebec Office

6416 S Quebec St, Bldg #4

Centennial CO 80111

(303)796-7645


S Colorado Office

1385 S Colorado Blvd, Suite 700

Denver CO 80222

(303)753-0844

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Tax Organizers


We use a different tax software package (ATX) than Elya did (Lacerte). As part of migrating to this new software, you may notice a few changes but rest assured none of your prior data will be lost or deleted.

  • As part of this change, the annual organizer (for those that use them) will look and feel slightly different.
  • Keep a look out for the 2024 organizer as we will send those out late December or early January.
  • Please keep in mind - you do NOT need to complete any data on the organizer that we will get from other source documents.
  • The best example of these are W2 or 1099 statements. When you provide those documents to us, they have everything we need so save yourself time and do not manually enter that data into the organizer.
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CLIENT PORTAL


We use a different client portal than Elya had. Ours is called iFirm and is associated with our ATX tax software. In the coming weeks, look for an invitation to the iFirm client portal from the e-mail address shown below (in case it goes to spam) along with instructions on how to register for this new portal


balcerzakfinancialservices@cchifirm.us


  • The client portal is the most efficient and secure method to transfer information to us.
  • You can use the portal to easily send the organizer back to us along with W2's, 1099's, mortgage statements and other supporting documents.
  • Likewise, we can use the portal to send tax returns and other data to you
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US MAIL


Keeping your personal data secure is a responsibility we take very seriously.


We had several cases where data we mailed to clients (or that clients mailed to us) was never received or was received months after the postmark date. Although the US mail system has its benefits, we do not feel it is a reliable and secure method to deliver something as important as tax returns and supporting documentation to our clients.


As a result, going forward, our default method will be to send tax returns and supporting documentation electronically via our secure client portal.


If a taxpayer chooses not to use the portal, the options (in descending order) are

  • Authorize us to e-mail the return (understanding this is not as secure as the portal);
  • Pick-up the return in person at one of our offices;
  • Authorize us to mail the return along with a minimum mailing fee of $10.


We do not make this change lightly but feel it is a more reliable, secure and efficient method to handle something as sensitive as your tax return.

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Original Documents


Regarding another security matter, we also ask that you do NOT give us any of your original source documents.


These are important documents for you to keep and we only need copies to do our job. Even better, since most of these documents are available electronically these days, feel free to upload or send us the PDF versions.


Going forward, we will securely destroy any documents you have physically provided to us after we have completed the return and scanned all supporting documentation into our systems.

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Newsletters


This newsletter, and others we have sent previously, are another change you will notice.


We value your time and promise our newsletters will not clog your email with solicitations or worthless information. We only use these to provide important updates on process changes or developments at the federal/state level which may impact your personal and/or business taxes.


We hope you understand that it is not practical for us to contact each client individually so these newsletters are an efficient method to keep everyone informed. We hope you find them useful and value added!


PS - you can always view past newsletters on our website under the newsletter tab!


Visit our Website
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Thanks for your continued business and we hope you enjoy time with your family and loved ones this holiday season!