To ensure the highest level of service, efficiency, and information security while making the process as convenient as possible for you, please adhere to the following procedures:
ShareFile
The most secure and convenient way to share your tax information with me is through ShareFile. To set up your ShareFile account, simply send me an email, and I’ll take care of the rest. Once your account is ready, you can use it to securely upload any documents directly to me. After your tax return is completed, it will be uploaded to your ShareFile account for your review and year-round access. Additionally, you can use the link below to securely provide documents at any time.
For your security, please do not send tax documents via email. Please use the ShareFile option above.
Deadlines
Please have your tax documents dropped off to me before April 1 to meet the April 15 filing deadline. Tax information received after April 1, will be subject to an extension being filed.
For businesses, (partnerships, S Corporations, and C Corporations), your documents must be dropped off by March 1, for the March 15 filing deadline.
Extensions
An extension provides you additional time to file your tax return but does not give you additional time to pay any tax due. If your tax return is filed after April 15th with an amount due, you will be charged with penalties and interest.
The extension deadline is October 15th for personal tax returns and September 15th for business tax returns.
If you require an extension, you must contact me by phone for your extension to be filed.
Copy of Your Tax Return
Paper copies of your return will no longer be provided. A copy of your tax return will be provided to you through ShareFile.