Tax Return Preparation Procedures

In order to provide you the highest level of service, efficiency, information protection and make the process as convent for you as possible please follow the following procedures;

TaxPass

NEW this year is a phone app portal.  This app allows you to provide your tax documents to me through a secure system, review, and sign your completed tax return.  I believe it will be extremely convenient if you chose this option.  The name of the app is TaxPass.  Once you have downloaded the app it will ask you for a QR code ( U3AU2FQN ) or you can scan the QR code below.  By using this app I should be able to complete your tax return within 3 days.  Since this is new, if you have any issues please call me.

IMPORTANT NOTE – Please use this app as a way to subimt your tax documents to me.  You do not need to complete the W-2 section.

 

TaxPass Quick Start Guide

Once completed you will receive and be able to review your tax return through the app. Once you have reviewed your tax return you will be able to sign the tax return through the app.  I will email you an invoice which you will be able to pay through a back transfer available in the invoice or mail/drop off a check to my office.  Once I have received payment your tax return will be filed.

With the TaxPass app you will be able to complete the whole process in the comfort of your own home.

Drop Off

You can drop off your tax information for it to be completed, and then you will be able to set up an appointment 7 days later in order to review and sign the tax return.  Paper copies of your return will no longer be provided.  A copy of your tax return will be provided to you through a secured email.

Scheduling your appointment to drop off and pick up your tax information should be done by clicking on the follwoing link: Schedule Appointment.  If you schedule an appointment and do not show, an additional $75 will be added to your invoice.

Please DO NOT try to schedule an appointment via text, email, or Facebook.

I have a drop box on my office door during business hours, and there is also a drop box located outside near the main entrance to the office complex that can be used 24 hours a day.  Both drop boxes are locked and secured in order to protect your information.  Be sure your phone number is provided with your information.  If you use the drop box located outside please call/text me to let me know when you have dropped off your information.

Email

You can email your tax documents to me at tbrown.ea@gmail.com.  If you chose this option please redact all social security numbers on the documents for your protection.  I highly recommend using the phone app (TaxPass) over this option for the security of your information.

Please DO NOT try to schedule an appointment via text, email, or Facebook.

If you absolutely must be present with me while I prepare your tax return, an additional $250 will be added to your invoice.

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.

Audit Protection

Please click on this link to review the details of Audit Protection.

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 a TaxPass or secured email.