Valentines, Presidents — and Taxes!
February is the shortest month of the year, but it brings a day of love, a celebration of U.S. presidents, and the start of tax season. If you have already received all of your W-2s, 1099s, and other tax documents* and you are ready to begin processing your tax return, we are ready to get started.
This year, our practices are impacted by state pandemic health orders, and we are encouraging the digital transmission of files as much as possible. Many of you have already set up your account on Sharefile, the secure digital file-sharing portal we introduced last year. If you need access to the portal, please email us here. You will not find a link on our website.
You may also drop off your documents, however, due to the pandemic, our office is open by appointment only. Please call to make an appointment.
DO NOT email your tax documents to us through regular email. This method is not secure and can put your information at risk.
These are unusual times, and we look forward to continuing to serve you in a safe and secure environment that minimizes the risk to you and our staff. We appreciate your understanding during these unprecedented times.
Sincerely,
Eloisa
*Documents we need before we can start preparing your tax return:
- All supporting documentation (1099s, W2s, etc.)
- Annual questionnaire about changes in your circumstances
- Annual engagement agreement
- Annual consent form
