Auditing & Accounting • Tax Preparation • Business Consulting Services • Nonprofits • Individuals DECEMBER 2025

We’re excited to announce that moving forward, we’ll be using Client Collaboration in place of My1040 and ShareFile for our tax preparation process.

This new online tool (available via website or app) will guide you step‑by‑step, ensuring a streamlined and stress‑free experience.

Starting in early January, when we kick off your tax engagement, you’ll receive an email with a secure link to the Client Collaboration Center.

There, you’ll be able to:

• Sign your engagement letter

• Complete a personalized tax questionnaire

• Upload important documents

• Notify us when all requested information is provided

• Ask or answer questions directly

• Review and sign your tax return

We value your business and are committed to providing the best possible experience. Client Collaboration is designed to make the process easier, faster, and more transparent for you.

l to r: Juliana Caruso, Principal, Partners: Linda M. Smith, Maureen L. Sullivan, Sandra M. Brown

Questions?

Call us at 508.871.7178

or email: contact@ssbcpa.com  

or go to: www.ssbcpa.com 

At Smith, Sullivan & Brown, PC we only send senior-level accountants into the field and they remain accessible to you throughout the year. A dedicated team is assigned year-round specifically to our nonprofit clients, so that deadlines are met on time and your questions are never ignored.

Established in 1993, Smith, Sullivan & Brown, PC is for you if you value communication, one-on-one attention, and "hands-on" expertise from experienced senior-level accountants. Whether you have a project to bid on now, or in the near future, contact us to schedule an introductory meeting, we'd love to meet you! 

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