Disclaimer

No Rendering of Advice
The information contained within this website is provided for informational purposes only and is not intended to substitute for obtaining accounting, tax, or financial advice from a professional accountant.

Presentation of the information via the Internet is not intended to create, and receipt does not constitute an accountant-client relationship. Internet subscribers, users and online readers are advised not to act upon this information without seeking the service of a professional accountant.

Any U.S. federal tax advice contained in this website is not intended to be used for the purpose of avoiding penalties under U.S. federal tax law.

Accuracy of Information
While we use reasonable efforts to furnish accurate and up-to-date information, we do not warrant that any information contained in or made available through this website is accurate, complete, reliable, current or error-free.

Disclaimer of Warranties and Limitations of Liability
This website is provided on an “as is” and “as available” basis. Use of this website is at your own risk. We and our suppliers disclaim all warranties. Neither we nor our suppliers shall be liable for any damages of any kind with the use of this website.

Links to Third Party Websites
For your convenience, this website may contain hyperlinks to websites and servers maintained by third parties. We do not control, evaluate, endorse or guarantee content found in those sites. We do not assume any responsibility or liability for the actions, products, services and content of these sites or the parties that operate them. Your use of such sites is entirely at your own risk.

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Important New Information Regarding Your Online Portal

Your 2024 tax organizer will be sent out in mid-late January. If you have historically received your organizer on the portal, that is where it can be found this year as well.

Uploading Tax Documents:
All source documents should be attached to your electronic organizer under the Uploaded Tax Documents section. Instructions are below:

  1. Open your Tax Organizer
  2. Select Uploaded Tax Documents on the left-hand side
  3. Select the Upload icon along the top
  4. Upload files
  5. Select Start Upload
  6. If you are still expecting more documents or have not completed your organizer, you can hit Save & Close.
  7. Once all of your documents are uploaded and the organizer is completed, please his Send to Preparer. This can only be selected once, so please do not hit Send to Preparer until complete.

Please do not send individual tax documents directly to staff or partners unless requested.

Return Delivery:
Your 2024 tax returns will be delivered using the same method as last year, SafeSend Returns, and will no longer be delivered to your portal. Upon completion, you will receive a link in your email to access your return. As always, please download a copy of your tax return for your records.

SafeSend Exchange Notice

If you received your individual tax organizer electronically, please attach your source documents there instead of uploading them to SafeSend Exchange.

Due to the volume of documents received in our office, we ask that you wait to upload any individual source documents until you believe you have received all required documents needed to prepare your return.