Below are some items for clients to bear in mind for the 2011 filing season:
• E-Filing – Beginning January, 1, 2011, tax preparers who prepare more than 100 returns must e-file all returns. Our firm routinely prepares more than 100 tax returns. Therefore, we will be filing your 2011 returns using the e-file program for your Federal and State return.
• Engagement Letters – All clients that use our tax preparation services must sign and return the Engagement Letter to our office. This should be done prior to your tax appointment by mailing it to our office, dropping it off at our office, or putting it in with your tax documents. A copy of the Engagement letter can be found below. 2011 Engagment letter PDF version or 2011 Engagement letter Word format
• Hours of Operation – Click here to see our tax season hours
• Payment Policy – Payment for completed returns must be made at the time the return is picked up at our office. Our office will not release a return until payment has been received. In the case of a return that is sent through the mail, payment must be received before we can mail the return. We accept Visa, Mastercard and American Express. There will be a 2% surcharge added to credit card payments made over the phone.
• E-File Forms (Form 8879 and Form NJ 8879) – A signed e-file form as well as payment for our tax preparation must be received by our office so that we may transmit your returns to the IRS and State (s). Spouses signatures are also required.
• Important Dates – 2/7/12 – We should be able to begin transmitting returns to the IRS & State(s) by this date.
• 4/2/12- Last day to drop off tax information at our office that we will guarantee the return to be finished by 4/15/12.
• Appointments/Organizers – If you would like an appointment or a client organizer for the tax year 2011, please call or email Maria at mcolabella@blairassoc.net by January 31, 2012 and one will be e-mailed to you.