Hark and Associates, PC Update - Some changes are coming!
In order to meet the growing needs of our clients and the complexity of the tax law, we are implementing new software for the 2023 tax season. We want to highlight some of the changes this will mean for our clients:
Paper reduction- With taxes and tax documentation comes a mountain of paperwork. We are looking to reduce the amount of physical files/documentation in favor of a digital/paperless storage.
o We ask that you start to familiarize yourself with our client portal if you haven’t already. Our client portal can be accessed through many ways:
-This link: https://harkcpas.cchifirm.us/clientportal/
-Through the client portal link on our website: https://harkandassociatespc.com/client-portal
-Through the client portal link found within our email signatures.
o Please submit tax documentation via our client portal. Do NOT email your information.
o If you must send paper, make sure to send us photocopies of your documentation. Retain any originals for your records.
New formatting of your tax returns- Your tax returns will look different from previous years. Your tax returns will still contain the same information; however, the presentation (how they look) will be different.
Client information update-We will need separate email addresses for spouses, business partners, children, etc., so if we don’t have it, we will need to get this information. We will no longer be able to use shared email addresses.
o In addition, to prevent you from missing important emails, please review the email addresses from Wolters Kluwer and add them to your safe senders list: https://harkandassociatespc.com/news/id4gux1vwduob63h2qogr23ikcxylq
At Hark & Associates, we constantly strive to improve our business practices and provide great service. With these changes, we are hoping to be able to better meet the needs of our expanding client base and improve our tax preparation process. If you have questions or need assistance with this, please contact our office at 610-889-2590. Our dedicated staff is happy to assist in this transition.