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Important Information for Our Clients

Jeremy Lederer

January 19, 2017

Happy New Year!

We are truly excited for the opportunity to work with you this year. I'm writing you today to outline some important issues related to the 2017 season, so it will go smoother than ever. We intend to deliver maximum value to you.

Paperless Office. We strive to keep your costs down and are sensitive to our natural resources. We are a paperless office and our default delivery system is through the secure online portal, but paper copies are always available upon request. We encourage you to request that all your source document originators deliver info to you electronically, so you can forward it to us efficiently.

Secure Online Portal. This is the safest way to transmit sensitive documents. You can upload large files and multiple documents simultaneously here. When we have an action item for you, this is where it will be saved. Remember that your username is your email address. The system automatically resets the passwords periodically for your protection, but the forgot password link is easy to use.

Tax Organizers. We emailed online access instructions to you on January 10th. Let us know if you need assistance, or if you did not receive. Refer to the organizer for what you had last year. We encourage you to use it as a guide. You are not required to fill it out or use it, but it will help us prepare more accurate filings at a lower cost to you. We will ask you to complete the questionnaire, before we begin tax prep.

Dropping Off Info. We have 3 locations for you to drop off info this year. Visit www.cpaso.com/contact for exact locations and directions. We encourage you to call in advance to schedule a time.

Glenwood Springs: Monday through Thursday from 9:00am to 5:00pm, Closed on Friday.

Avon: Monday 12:30pm to 5:30pm, Thursday 8:30am to 1:30pm, Closed on Tuesday, Wednesday, and Friday.

Lakewood: Monday through Friday from 9:00am to 5:00pm

If you need to explain any of your info, a member of my team will be available to accept delivery and take notes. We ask that you collect all your info before scheduling a drop off time.

Tax Prep Process. In effort to keep your costs down, we will not begin the preparation process until you have confirmed that all your source documents have been provided, completed the questionnaire, and signed the engagement letter. We'll send you an email during the process if there are any questions or clarification needed. When your tax returns have been completed, you will receive an email from us with instructions on how to complete the filing. We will follow up with a phone call if you do not respond within a few days.

Signing E-file Forms. This year the IRS has authorized a fully electronic signature process. Instead of printing, inking your signature, scanning, attaching, and emailing, we are now able to use Knowledge Based Authentication (KBA) to complete the signature process. We offer this to you at no additional cost, upon request. Also, you are welcome to stop by one of our local offices to sign the forms, or scan them back to us if you prefer.

Virtual Meetings. This option will create more options for us to connect. Regardless of the weather or different physical locations we can facilitate a meeting where you and I can get face to face and look at the same document. This is intended for review of your tax returns, after they have been completed. We'll be following up with additional info on this subject in the weeks ahead. Tax return review meetings (phone, video, or in person) are available with me upon request.

Kent Welsh. We have hired a new CPA with 30-years' experience who is also a Certified Financial Planner. He will be working out of the Avon office accepting drops-offs and reviewing tax returns. Together we will be working on developing strategies to help you avoid taxes and achieve your financial goals.

Cutoff date for business returns (Form 1120S & 1065) is February 22nd. This means that we cannot guarantee to complete your business returns by the first deadline of March 15th, unless all info for the business has been received by the February 22nd cutoff date.

Cutoff date for individual and fiduciary returns (Form 1040 & 1041) is March 24th. This means that we cannot guarantee to complete your returns by the first deadline of April 17th, unless all info for the business has been received by the March 24th cutoff date.

Thank you for choosing CPA Solutions for your tax/accounting needs. We truly enjoy working with you.

Sincerely,

Jeremy Lederer, CPA, ABV, CVA, CMEA, EA
Founder and Owner of CPA Solutions, LLC

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