2011/2012 Tax Season Information Letter
Ah, tax season….it’s here again! We have 105 days to produce a tremendous amount of work and value for all of you, and it’s always exciting to make plans and get started! As most of you already know, we have enacted many wonderful changes this past year, which will hopefully make our lives (yours and ours) easier moving forward. This is what you can look forward to in the coming days and weeks:
- Our preferred method of contact with our clients is via e-mail, DocuSign and Dropbox (see next paragraph). If these are not YOUR preferred methods for contact, you need to make that known to us as soon as possible. That saves us from bothering you with numerous reminder e-mails and removes our frustration when you don’t respond to us. Please be sure to add our e-mails to your contacts so that our messages to you aren’t placed in your Spam folders. This is very important!
- We utilize Dropbox, an online file sharing and delivery program, for sending sensitive information such as copies of tax returns, anything containing a social security number or Federal ID number, and of course banking information. EVERYONE now has a Dropbox folder with our firm, and an instructional e-mail will be sent in the coming days regarding access to that folder. We encourage you to set up your password and ID immediately upon receiving our invitation to join Dropbox, as you will find the following information in your personalized Dropbox folder: A 2012 calendar highlighting important dates, your organizer for gathering 2011 tax return data, a more detailed explanation of your tax return pricing option and other helpful information. As we place information in the folder, you will be notified via e-mail to check it online.
- PLEASE, please, please make a point of signing the individual tax return engagement letter. In order to comply with my regulatory bodies, I must have a signed engagement letter from each client. No tax returns will be e-filed until we have a signed copy, either through DocuSign or by hand, in our files for this year. The engagement letters will be sent out in the coming days via DocuSign and by paper for those who prefer it.
- Due to the increase in tax returns for this filing season, I will be implementing a schedule for returning phone calls and e-mails. Since this is the first year I have attempted this, I don’t have the exact hours just yet, but I plan to return e-mails and phone calls in the morning and late afternoon, leaving time in the middle of the day to conduct meetings and work at my desk. More to come on this….
- To remain informed about changes and to stay in contact with us, please make sure to friend us on Facebook, visit our newly re-designed website and check out our blog (the links to all are included in our e-mail signatures).
Jonathan I. Godwin, CPA
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