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We just want to send everyone a reminder about tax season. Below are some important tax season details we want to make sure everyone is aware of.
Don't put off taking care of your taxes until the last minute. Remember, we are here to help you!
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USING OUR SECURE CLIENT PORTAL
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Last year we implemented our new Secure Client Portal, which is powered by Citrix ShareFile. ShareFile is a tool for sending, receiving, and organizing your business files online in a safe and encrypted manner.
We want to ensure your personal information is kept safe and is not intercepted or compromised. The Secure Client Portal
is the best way to ensure client data is sent and received in a secure manner.
If you have not received access to the Secure Client Portal, please send us an email requesting access. For help with using the Secure Client Portal, visit our website, and click on the Secure Client Portal page, or simply click here.
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INDIVIDUAL TAX RETURN ORGANIZER 2018
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We require all clients complete a Tax Organizer, which can be found by logging in to our Secure Client Portal. This Tax Organizer can also be found on our website, under Resources, on the Documents & Whitepapers page, or simply click here to download and save it now. Please ensure you have saved the document on your PC prior to entering any information on the form, and make sure you save periodically as you go through the pages. The document is a PDF form, which allows you to type right into each field, and it is important you save your data, so that you do not lose any of your data.
The Tax Organizer needs to be filled out and submitted with the rest of your individual tax information. Even if we have done your tax return for many years, we still need the organizer filled out completely. Beginning in 2018, tax preparers are under strict due diligence requirements, and this organizer is vital to comply with these new requirements.
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HOW LONG WILL IT TAKE TO COMPLETE MY RETURN?
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Unlike most accounting firms, Craig Smalley personally prepares each tax return for our clients. Once the return is prepared, it goes through a three-person review. This review checks for any errors that may have occurred. The final review is done by Craig Smalley, where he examines differentials between the previous year and the current year. The check for these differentials is done because the IRS could audit a tax return because income was much higher or lower then the previous year, or expenses are higher or lower. If there is a drastic swing in income or expenses Craig will call you and ask for an explanation so we can have it in our files.
Because of all these checks that our office has implemented, please allow up to two weeks for the completion of your tax return. When your tax return is completed, it will be uploaded to your Secure Client Portal, along with instructions on how to file your return.
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REVIEWING YOUR TAX RETURN
& ANSWERING YOUR QUESTIONS
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Before the return is submitted, we offer a half hour, free Tax Return Review phone consultation with Craig Smalley. During this consultation we will answer any questions you may have regarding your tax return and explain how the return was prepared. The consultation is free, and once you have received your tax return, you may shedule your Tax Return Review through our website by visting the Schedule a Meeting page, or simply click here. Be sure to select the
Tax Return Review (Phone Consult) option.
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WHEN WILL MY TAX RETURN BE EFILED?
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Before any return can be filed, we need a fully executed Form 8879 (efile authorization form), and payment for services rendered. Tax professionals that file more than five tax returns for a fee are required to submit tax returns electronically to the IRS.
We will send you online access to electronically sign your Form 8879. Please note that if you are filing jointly with someone, we will need each signer's email address on file in order for each of you to sign the required Form 8879. You are not able to share email addresses for signature purposes.
If you need to update your contact information on file, please use our online form to do so.
The Update Your Contact Information form can be found on our website, on the Contact Us page, or simply click here.
We are a paperless office, and do not print and mail tax returns to clients. All tax returns are delivered electronically.
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CAN I STOP BY YOUR OFFICE?
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We realize that you may need to meet with us face to face, or have a telephone consultation with us before we prepare your tax return. We take appointments Monday, Wednesday, and Fridays. You can make and appointment through our website by visting the Schedule a Meeting page, or simply click here.
We reserve Tuesdays and Thursdays for urgent matters only. If you need to make a Tuesday or Thursday appointment, you can schedule those appointments by calling our assistant Tracie Ryan at 1-844-CWSEAPA or 1-844-297-3272.
If you need to drop off documents or paperwork, please give us a call prior to your visit, to ensure someone is available for you.
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We look forward to helping everyone with their tax planning and filing needs this year. Please feel free to contact us if you have any questions or concerns!
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