Your Tax Organizers and signed Engagement Letters should be submitted to our office by the end of next week. If you haven't completed these, you will get a reminder next week from SafeSend. Please note that you can click "SAVE & CLOSE" to keep working on the Tax Organizer, but you must click "FINISH" to send it to us as completed, for which we will be notified.

March 1 - tax info is due to our office for Individuals, C-corporations, and Trusts for the April 15 filing deadline (late submission of information will result in an extension)

March 15 - filing deadline for November year-end C-corporations, LLCs, Partnerships, and S-corporations

April 1 - tax info is due to us for those wishing to extend and also for Non-profits for the May 15 filing deadline

Please make sure your account balances are paid in full prior to extending this year!

Thank you for your patience as we navigate our new software. We know the organizer process has been challenging for some of you and there will be some tweaking to do for next year. To that end, we appreciate your feedback!

We are confident that you will love your experience with SafeSend Returns! Some of its best features include:

• Guided process to review and e-sign via computer, laptop, tablet or smartphone!
• If you have questions on your return, you can share your screen with your Tax Manager!
• E-signing for business returns - no more printing and scanning!
• Easy delivery of K-1s during the review/signing process!
• Clear and simple summary of refunds or taxes due - with links to pay them online!
• All transmitted files are encrypted and secure!

Click on these links for more info:

SafeSend Security Overview

SafeSend Taxpayer FAQ