2024 Tax Season Prep
While it may seem early to some, we’re already thinking ahead to the next tax season. To ensure the best success for the season, we need your assistance.
Emails- Please carefully read your emails. From now and throughout the tax season you can expect a variety of emails from us:
o Whole client emails - to provide you with important tax information.
o Emails from our secure client portal-these will alert you that we have uploaded documents (like your tax return) to your portal. Make sure to log into your portal and take care of any designated as “Action Items.”
o Emails from Adobe docusign-We send e-file authorization forms this way so please make sure to read and execute these documents.
Tax organizers and tax packets will be mailed out in early January. If you have had any changes to your contact information (i.e. email, address, or phone numbers) please make sure to inform us. We want to make sure that our tax organizer packets get mailed to the right addresses, that our phone calls are being received, and that no emails are bouncing.
o By viewing “My Details” on the client portal you can see what information we have on file for you. If any changes need to be made, there are several ways to provide us with updated information:
Make the changes directly on the portal.
Fill out the “Client Update” form on our website.
Email us directly.
Call us at 610-899-2590.
We’ve gone digital. While we are still mailing paper copies of our tax organizers and packets, digital copies will also be uploaded to everyone’s secure client portal and a blank set will be posted on our website. We ask that clients upload all tax documentation to the client portal. Please note that any documentation we receive as paper copies in the mail will be digitally scanned into our files and the paper copies will be securely shredded. Clients that request these documents to be mailed back may be charged an additional processing fee.
At Hark and Associates, PC, we are here to provide high quality service with the highest ethical standards in the business of CPA firms. Thank you for helping to keep us updated and in contact with you. We appreciate your business.