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To Our Valued Client:
We hope this letter finds you well moving into an exciting new year! We would like to make you aware of the following as we anticipate the preparation of your individual income tax returns for the year ended December 31, 2022.
Appointments & Organizers
We offer a helpful “Tax Organizer”, which is not required, but will contain your specific 2021 tax information to assist you in gathering the information necessary for us to accurately complete your 2022 income tax returns. We can provide this free Tax Organizer to you via pick-up, mail, or electronically via our secure online Client Portal or email. If you requested a tax organizer last year, we are automatically preparing your 2022 tax organizer to your Secure Client Portal at https://secure.netlinksolution.com or mailing to your address, based on your preference last year. You should receive it soon. If you need assistance accessing your online client portal or would prefer to receive via secure email, please call us at (908) 782-7900 or email info@bkc-cpa.com. We also have a blank LITE version of the tax organizer if you prefer which can be downloaded here.
Please deliver your tax information to our office as early as possible. We encourage you to try using our secure online Client Portal which provides us instant access to your information, or secure file exchange where you can upload your documents securely here. Otherwise, please drop off your documents to our office during business hours at the Flemington office, or anytime via our mail slot in Woodstown. If mailing your documents, please do not send originals and utilize tracking via Certified Mail, Priority Mail, Federal Express, etc. A meeting to review your tax information is available, but not required. If desired, please contact us to schedule a telephone call, Zoom virtual meeting, or in-person meeting at our office.
Timing & Contact Information
All 2022 tax information must be received before March 18, 2023. We do not guarantee completion of tax returns when information is received prior to March 18th as preparation & processing times vary, however tax returns with information received after March 18th will require an extension of time to file. If you know that you will not be able to provide your information to us by March 18th and would like us to go ahead and file an extension on your behalf, please contact our office as soon as possible to notify us. We will not prepare extensions automatically.
Please be sure to confirm your current private email address, telephone number and mailing address when providing us with your tax documents. If you do not use email, please inform us. Please Sign and Return our “Tax Engagement Letter” (available here), to our office with your tax data for preparation.
Delivery & Completion
By default, we will be providing you a copy of your 2022 tax returns electronically. If you have previously registered to use our secure online Client Portal, we will utilize that, or send to you a secure Citrix Sharefile email link. If you would prefer a paper tax return copy for your records, please make that request when providing us with your documents. Once received, please review the full Client Copy of your tax return, as well as “Action Items” that you’ll need to print and handle, such as the Form(s) 8879 which must be signed and returned to us so we can electronically file your tax returns to the required agencies on your behalf, by the April 18th deadline. We cannot efile your tax returns without your authorization. Once your efiled tax returns have been “Accepted” by the tax agencies, you will receive an automated notification from efile@efileservices.net on our behalf regarding the Federal return. Any state returns are verified as Accepted by BKC.
We’re Here for You
If you have any questions, please do not hesitate to contact us. Visit our website at www.bkc-cpa.com/client-tools for helpful resources such as Tax Refund Tracker, Tax Withholding Estimator, and Electronic Payment links. Read current tax alerts & firm news on our blog at www.bkc-cpa.com/blog and follow us at www.LinkedIn.com. We appreciate your confidence and continued business and look forward to hearing from you soon.
Sincerely,
BKC, CPAs, PC
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