Tax season is officially upon us! To prepare for your tax filings, we are providing you with a few reminders:

• Engagement letters for your personal or business tax return will be sent to you when your documents arrive at our office for preparation.
• To increase our imprint on “going green,” we will only provide a bound, paper-printed copy of your tax return upon request.  As always, PDF copies are available in your Client Portal.
• Individual tax organizers will be sent out this week. The organizer is available in your Client Portal and will arrive via email or USPS.  We encourage you to use your Client Portal to protect sensitive information.  Click here for instructions on using the Portal.
• When completing your individual tax organizer, be sure to complete the questionnaire, as there are essential questions we ask to prepare your tax return accurately.
• We will not be pre-scheduling tax appointments. If you would like to schedule an appointment with your tax preparer, you can do so using the link below. We offer two tax season appointment types: Tax Season Virtual Meetings or Tax Season In-Person Meetings. Be sure to select the correct appointment type when scheduling your appointment.
• If you do not need a tax appointment, you can provide your documents to our firm by uploading them to your Client Portal or dropping them off at our office.  When uploading documents to the Portal, notify your tax preparer, as we are not automatically notified. If you drop off your documents outside regular office hours, a mail drop is located on the northeast side of the building.

Due to the high volume of tax returns prepared in our firm, we have essential deadlines you should note to ensure the timely filing of your tax return:

• Businesses with a tax filing due date of March 15, 2023, must have their tax documents in our offices before February 15, 2023.
• Businesses and individuals with a tax filing due date of April 15, 2023, must have their tax documents in our offices before March 15, 2023.

If you know you will not meet these deadlines for the timely filing of your tax return, communicate this early with your tax professional so we can get your tax return extended.

Please don’t hesitate to reach out with any questions.

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