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Operating a tax business during a public health crisis has opened our eyes to the cracks in our current process and prompted us to look into new technology and in turn, a new way of doing business. We adopted an online portal, which is called the Client Center, and new policies and procedures to help streamline the tax preparation process. We spent the last few months ironing out the details to ensure a seamless transition.
What follows is our tax return preparing process. Here we will describe how we gather documents from you, consult with you, prepare a tax return, and share the final product with you. Important changes for January 2023.
The Client Center is our online porlal used for e-signatures, document sharing and secure payment processing. The Client Center allows you to:
Please view this brief video on How to Use Your Portal on our website. We also put together Client Center FAQs to help with any questions you may have along the way. Of course, you can always give us a call if you can’t find the answers you need with the video and FAQs, but we’re confident you’ll find the process very user friendly and easy to navigate.
If you are technologically averse, you can give us physical tax documents by dropping them off in the mail slot at our office or mailing them to us. An additional shipping fee will be added to return physical tax documents to you. You can avoid shipping fees and the time and expense of sending us your physical documents by using the Client Center to upload your tax documents electronically. You can find instructions on how to do so in our Client Center FAQs
Once we receive all your necessary information and tax documents, the preparer will start the preparation of your tax return. If issues arise, the preparer will communicate with you during the preparation process to ask questions by email/phone and make document requests via the Client Center.
Please note, and this is very important, we will need all of the necessary information and documents for the preparer to start the return so the sooner you get us all your documents the sooner we finish your return.
This year, as it stands today, our plan is to offer in-person meetings. Please contact us at 215-957-5484 starting January to schedule your appointment. Our COVID-19 mitigation policy is subject to change at our discretion.
After the preparer is done with preparation the reviewer in our office does her review. Once her review is complete, she will send a copy of the tax return to you via the Client Center to look over. She will also send you, via email, a form 8879 to electronically sign and submit to authorized us to file your return for you. Your invoice will be on the Client Center, which you can pay on-line. Once you electronically sign the 8879 and pay your invoice, we will file the return for you electronically. If you are required to file any returns that cannot be electronically filed, those specific returns will be sent with instructions to you in the mail. Please note, both your electronic signature and your paid invoice are required before we will e-file your return.
You can access, view, download and/or print your tax documents at any time in the Client Center. You can find instructions on how to do so in our Client Center FAQs. If you wish to have a paper copy of your return, please let us know, but understand that it will not be available until after tax season and an additional printing fee of $35 per return will be charged.
The tax filing deadline this year is Monday, April 17, 2023. The COVID-19 public health crisis also poses a risk to our estimated timeline of preparing returns and clients should expect that effects of the virus can cause significant delays in the preparation of their tax returns. We strive to have every tax return prepared and filed by the due date if you give us all of your tax data and respond to all of our requests as soon as possible. However, sometimes circumstances out of our control do not allow for filing by the due date. In those instances we reserve the right to file an extension for you.