Tax Season Update 01/29/2018

January 29, 2017

Tax Season Update

Tax season has officially arrived, and we wanted to update you on all things tax season related.

What's Going on at CWSEAPA®

CWSEAPA® Secure Client Portal

We have updated our method for sending and receiving files and information. We have implemented a new Secure Client Portal , which is a big improvement over our old client portal. Our new Secure Client Portal is powered by Citrix ShareFile. ShareFile is a tool for sending, receiving, and organizing your business files online.

How can I access the Secure Client Portal?

Before you can begin using our Secure Client Portal, you will need to receive and e-mail invitation from Belsis Smalley, who is in charge of managing the Secure Client Portal. The subject line of your invitation e-mail will read "Belsis Smalley Added You to ShareFile" and will come from an automated e-mail address of ' mail@sf-notification.com ' It will look like the image below.

I did not get an invitation e-mail, what do I do?

If you did not receive an e-mail from us like the one above, notifying you that you have been added to the system, please contact us via email at work@cwseapa.com and let us know you have not received your Secure Client Portal access invitation. Please double check your spam and/or junk folders in case it is routed there by your e-mail system.

PLEASE DO NOT EMAIL ANY SENSITIVE INFORMATION TO US.

We want to ensure your personal information is kept safe and is not intercepted or compromised. The Secure Client Portal is the best way to ensure client data is sent and received in a secure manner. For more answers to your questions, visit our website, and click on the Secure Client Portal link .

Schedule a Meeting

We offer the convenience of quick and easy self-service meeting scheduling right from our website, and selecting Schedule a Meeting from the top menu, or the right-hand Site Navigation menu.

Appointments are taken Monday, Wednesday, and Friday, from 10 am - 4 pm EST. You can schedule a Phone Consultation, Skype for Business Conference, or an Office Consultation if you prefer to see us in person. If you require special arrangements or appointment hours, please contact our office and we will do our best to accommodate your needs.

All appointments will be with Craig Smalley, Belsis Smalley, and Gregory Smalley, who is a sophomore in college, majoring in accounting. Gregory will one day take over the business, and we are trying to give him real world experience. NOTE: Craig has a federal license that is different from a CPA, who is licensed by the state they practice in. Craig's license, which transfers to each employee, allows for confidential and privileged information, similar to an attorney.

Tax Planning

The common misconception is that during tax time, client's think that we can simply waive a magic wand, and their tax liability disappears.

Money is saved through careful tax planning. Tax planning is the process by which we take your quarterly financial statements, project your taxable income, and send you a detailed report that tells you exactly how to change things around to save the most money in taxes. After you have had a chance to digest the report, we schedule a call with you to go over our analysis.

Our fees for this service come with a money back guarantee. If we don't save you at least double what our fee is in taxes, we will refund your tax planning fee to you. You have nothing to lose.

Now more than ever, you need this service. Tax laws change every single day, and Craig makes it his job to keep up with them daily. In fact, he is so fluent in the tax code that he writes columns for other accountants to explain the tax code to them. In addition, he and Belsis travel during the offseason to seminars, and are paid to give classes.

We highly recommend you s tart 2018 off right, by taking full advantage of the tax code. Contact us for more details on our Tax Planning service, and remember we offer a Money Back Guarantee!

The Latest Tax News

Tax Season Deadlines

Corporations
If you are a calendar year corporation, your return is due Thursday, March 15, 2018.

Individuals

For individuals, your return is due Tuesday, April 17, 2018.

Partnerships

For partnerships, your return is due Thursday, March 15, 2018.

Tax and Jobs Act of 2017

The tax law has changed drastically for 2018. Craig has gone through every page of the law, and has written several articles for five of the biggest accounting trade journals.

For those of our clients that the law affects, we will be discussing the changes and requesting to do an analysis, when we review your tax return with you. There are so many things in this law that will lower so many of our client's tax situations, but it will have to be congruent with tax planning each quarter.

In Closing

Please do not hesitate to call or email us if we can be of service to you! Our contact information can be found below.