Helping people achieve their financial goals since 1991
Our Do's and Don'ts for Tax Season
Use your Client Portal to complete the 2020 Organizer and/or Questionnaire for 1040s, sign Action forms, and securely upload documents to us using File Exchange.
Sign and return the 2020 Engagement Letter for 1040s!
Upload multiple filesat once to make it easier for all of us - we are notified by email of each upload.
Send all documents to us at the same time, if possible, so we can be more efficient.
If you send documents through the mail, make sure they are trackable.
Feel free to stop by the office with your mask on - we're open! Make an appointment if you'd like to see your Tax Manager.
Visit our website for guides, news, and deadlines.
Send photos of documents unless you use an app to convert them to PDF files - there are many available apps, such as Microsoft Office Lens, PDFelement, Evernote Scannable, Scanner Pro, etc.
Send multiple, separate PDF files - you can combine them into one and we can organize the pages as needed.
Email sensitive information without encryption or password-protection - it is NOT secure.
Use staples on your documents - we have to remove them to scan.
Send duplicate information or combine personal and business transactions - we will have to spend extra time sorting, and that means higher fees.
March 1 - tax documents to us for Individuals (Form 1040 and Form 114), December year-end C-Corporations (Form 1120), and Trusts (Form 1041)
March 15 - filing deadline for November year-end C-Corporations (Form 1120), S-Corporations (Form 1120S), LLC's and Partnerships (Form 1065)
March 31 - tax documents to us for extension calculations
April 1 - tax documents to us for Non-profits (Forms 990)
April 15 - filing deadlines for Individuals (Form 1040 and Form 114), December year-end C-Corporations (Form 1120), and Trusts (Form 1041) and Gifts (Form 709)
May 17 - filing deadline for Non-profits (Forms 990)
FYI on EIPs
The IRS has completed the process of issuing all first and second Economic Impact Payments. Remember that we need the exact amount of payments you may have received in order to finish your personal tax return!