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Business Tax Season Preparation Questionnaire

Personal Tax Season Preparation Questionnaire

Tax Season

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Tax Season

Tax Season

Hello Clients –

We hope everyone is having a great new year so far. Tax season is right around the corner and we are emailing you to lay out the logistics and process for return preparation this year.

Please review these important notes on tax season logistics:

  • We will have uploaded your Client Organizer to ShareFile by Friday, January 11th.
  • Information Deadlines:
    • The deadline for tax information for business tax returns is Sunday, February 10th.
    • The deadline for tax information for individual tax returns is Sunday, March 10th.
    • We can accept K-1s after this date, but all other information must be received by this date.
  • If we receive your information after the above dates, we will have to file an extension and prepare your return in May, and we will be unable to prepare an extension payment estimation before the April deadline as well.
  • Once you have uploaded your tax documents (in PDF format) and the completed Client Organizer to the 2018 > Upload Here – 2018 Tax Documents folder ShareFile, you will complete our new Personal Tax Season Preparation Questionnaire, for individual returns, or Business Tax Season Preparation Questionnaire, for corporate & partnership returns, which will help ensure we receive all your information in one transmission.
  • Once the questionnaire is submitted, we will receive a confirmation email.
    • This is your indication that we can begin preparing your return, and we won’t begin our process until we receive this confirmation email.
  • In addition to the above links, there are also links to these questionnaires in the Client Center area of our website (Client Center link is on top left hand corner of home page), along with links to access ShareFile, QBO, RunPayroll, and other helpful links to make estimated payments or check the status of your refunds.
  • We also have a separate ‘Tax Season’ page on our website that contains all of the information in this email, and each team member will have a link to this page in their email signature.
  • If you need to schedule a meeting or call with Drew please use the below links.

Here is a concise summary of the tax season process:

  1. Gather tax documents.
  2. Complete Client Organizer.
  3. Upload Client Organizer and tax documents in PDF format to ShareFile by above deadlines.
  4. Complete Personal Tax Season Preparation Questionnaire or Business Tax Season Preparation Questionnaire.
  5. We prepare your return, and email you questions.
  6. When complete we upload your completed return & any payment vouchers to ShareFIle, and send you our wrap-up email with a summary of your return, advice for 2019, and your filing & payment action items.
  7. You can then set up a call or meeting to discuss your return if you’d like to.
  8. We send you the e-file authorization forms to e-sign, and once returned we e-file your return.
  9. You receive confirmation emails from the taxing agencies when your returns are accepted. At this point the process is complete.

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