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2021 Tax Filing Season Procedures for Tax Year 2020

Hello Valued Clients,


First and foremost, I hope each of you are doing well during these difficult times.  My goal has always been to make sure clients are tax compliant and benefit from all available resources afforded to them.  I have important information regarding the 2021 tax filing season for filing 2020 tax returns.

  1. We will offer in-person or virtual meetings to complete your tax returns.  I want to make it easy, convenient and I will guide you through this new process if you choose virtual filing.  You will be able to review your return via video conference and sign the forms electronically.  Once filed, I will mail your tax support and physical copy via USPS first class mail.  Tax returns can also be securely emailed to you at your request.

  2. You should of received an email with instructions on how to use Intuit Link, which provides a secure and convenient way to upload your documents and answer tax questions.  If you have not received this email, please let me know and we will request another email.

  3. If you need to send me documents and tax support, please email me with the attachments or send via USPS first class or priority mail to my mailing address.  If items need be dropped off, please let me know and we will provide instructions.

Your accounting, bookkeeping and tax filing needs are my top priority, but your safety is even more important.  Please reach out to me with any questions or concerns you may have and I am here to help in anyway that I can.

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