Are you using your client portal this tax season? Here's a few things you should know:
It's easy to access right on your client portal homepage. Once you have completed filling out your organizer, just click 'Submit to Preparer'. Our office will then get a notification and start working on your returns! You can upload tax documents as you fill out your organizer, but there is a catch...
If you upload documents but don't click 'Submit to Preparer' we won't know that you did it! If you are not filling out a web organizer, we recommend you upload all documents via File Exchange (see below). That way, we'll know when you've uploaded a file for us to see!
If you have any questions for us don't hesitate to give us a call! And remember to follow us on social media for all of the latest updates from our firm.
The 2018 tax year has brought some of the most challenging tax law changes we have seen in a long time. Our firm has spent many hours in continuing education to learn the new tax law and how it affects various taxpayers. Unfortunately, the IRS has yet to address many unresolved issues. In addition, some of the tax forms have preliminary revisions available, but many are still a work in process. The IRS, tax software companies, and CPAs are all working to bring it all together in time for the 2019 filing deadlines. But with all the change and uncertainty, we expect delays to the start of the 2019 filing season.
Our priority is to complete accurate returns within the scope of the IRS rules and regulations. If we believe we cannot deliver that type of product due to a lack of guidance or available information, we will recommend that your tax return be extended.
If you need additional guidance, please don't hesitate to call our office! 405-842-0028