It's time to gather your 2023 tax information!
There are a few critical new tax provisions that you may encounter on your tax returns and throughout 2024.
Energy-related real estate improvements are rewarded with generous tax credits. But qualifying for electric car tax credits and claiming one has become monstrously complex. Small business owners and investors are inflicted with the mandate to report ownership changes to FinCEN every time they receive a new driver’s license, passport, or move. Retirement-related provisions have been substantially overhauled and are gradually phasing in with each year.
Our Tax Organizer incorporates questions that scan for tax-saving opportunities and additional reporting requirements.
Please submit the requested information no later than March 15. We will not begin processing returns until we receive all documents.
Your Tax Preparation Process… 2 easy Steps
STEP 1. Review and sign the Welcome Packet.
The Welcome Packet combines an annual Engagement Letter, a short Tax Organizer, and things like important dates and communication protocols to help you streamline our collaboration.
STEP 2. Securely upload your tax forms to the ShareFile portal.
If you are a returning client, your Portal may be assessed 24/7/365 by logging in with the password you set up in the past. If you are a new client, before your portal is up, you can temporarily securely upload your tax forms without registration.
If you plan to drop off paper copies, please schedule an appointment.