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Paperless 1040 Processing & E-file!
Exciting news for our clients!! You now have the option of accessing your client organizer from our website as an alternative to our regular paper organizers. You will be notified via email when your client organizer is ready to be viewed and filled out. You then simply go to our website and log in using your personalized login and password, fill in your tax information, and when your organizer is complete, an email will be sent to our office so that we know it is ready to be retrieved. The only items you will need to mail in or drop off will be your W-2’s, 1099’s and other back up documents listed in the web organizer. Last year we found that processing times were substantially reduced for clients utilizing the web organizer, allowing us to complete your return for quicker filing. Once your return is complete, a full copy will be accessible on the web portal for you to access at any time when needed. We also offer electronic filing or ‘e-filing’ for a nominal fee of $50.00, which is reduced to $25 when you use our web organizer and free if you use both the web organizer and the web portal for delivery of your completed tax return.
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