January 26, 2021
The 2020 tax preparation season is here! To accommodate the changes we have all experienced over the last year, some adjustments have been made to our processes.
In the past, many of you have come to our office for in-person tax return appointments. As much as we enjoy seeing you every year, to keep everyone healthy and safe, appointments will be held virtually or over the phone. We will not be mailing a tax organizer to you unless you were sent one last year. If you wish to have an organizer mailed to you, please call or email our office as soon as possible. Our administrative staff will be happy to assist.
We are introducing Microsoft Bookings this year – an application that will allow you to book your own appointment with us online. If you had an appointment last year, you will be receiving an email with a link to book your appointment. This will allow you to reschedule your appointments as well, if necessary. If you would rather schedule your appointment over the phone, please do not hesitate to call our office.
As a way to better secure your information due to the prevalence of both identity theft and mail theft, we continue to use TaxCaddy, which was rolled out last year with great success. This secure and convenient program allows you to upload pictures and scanned copies of your documents. If you are interested in using TaxCaddy, and did not do so last year, please go to Taxcaddy.com and create an account. Sometime in January, you will receive an email from email@example.com requesting you to link your established account to Grimbleby Coleman (check your spam folder); follow all prompts and associated email instructions. An app is available for TaxCaddy as well; we recommend utilizing the app for ease in uploading documents, as you can take pictures through it. Taking pictures through the app should ensure images of high quality for more efficient processing.
We use SafeSend Returns as part of our electronic tax return delivery process. SafeSend Returns will clearly and easily walk you through the tax return delivery and the signing process. As in the past, we will also publish your tax return to your traditional client portal. SafeSend Returns also provides links to the state and federal taxing authorities’ websites, where you can pay your estimates and taxes due electronically (highly recommended); payments can be scheduled to go out on a date of your choosing.
As always, we strive to maintain up-to-date records so please take a moment to verify the demographic information above and below and contact our office by phone or email to provide any updates.
Our goal is to provide quality service in a timely and convenient manner. We are always available to discuss our services, fees, or any other items with you. Thank you for the opportunity to serve you. If you have any questions, don’t hesitate to call or send us an email at firstname.lastname@example.org.