You will receive detailed information in the mail about our changes to the 2020 individual tax organizer.
We are extremely excited to share with you several improvements we have made to the process of completing your 2020 personal income tax return. These improvements are intended to make your life easier and provide more options to you for delivering/receiving your 2020 tax information to/from us. They also support our ongoing effort to minimize foot traffic at our offices as we operate with caution due to the pandemic. Below are details on the key changes you will experience this year:
You can now Complete Your 2020 Tax Organizer 100% Electronically – Your 2020 tax organizer is now available online and can be completed by you as soon as you are ready! All you need to do is navigate to the link provided to begin. We encourage you to complete your 2020 tax organizer as soon as you have a majority of your 2020 tax information available. You can update personal information, provide estimated tax payment detail, sign your engagement letter, and upload your tax forms to us all at once and all electronically!
You Can Now Upload Tax Documents Electronically – We encourage you to securely upload all tax preparation documents to us at www.cpadonovan.com/upload.
We look forward to providing services to you. Should you have any questions regarding any items, please do not hesitate to contact us.
Sincerely,
DONOVAN
