January 25, 2019

The 2018 tax filing season is here! This year, Tax Organizers will be available upon request - you are not required to use one but if you would like one let us know and we will make it available on our secure client portal.

IMPORTANT INFORMATION:
 
  • Engagement Letter - you will be getting an Engagement letter for the preparation of your Tax Return - whether Business or Personal Tax Return. This is required, even for our clients on a monthly retainer. The Engagement letter will come from our marketing@smeedcpa.com email address. The Engagement letter can easily be signed electronically, and we will receive the signed copy thereafter. We will not prepare any client's tax return without getting this signed Engagement letter. 

  • The cutoff date for preparing your returns with a filing date of April 15th is March 30th! All others received after this date may be placed on extension.

  • Our pre tax season costs have significantly increased due to IRS requirements for tax practitioners to prevent identity theft, software costs and the new 2017 TCJA tax laws. Consequently, you will get an invoice from our online QuickBooks. This invoice is only a 50% retainer of our fee estimate for your 2018 tax return. Your final fee will be discussed and agreed upon with you after receipt of all the source documents required to complete your tax return. No return preparation will be commenced without the signed engagement letter and this fee retainer.

  • As soon as you have all of your information together, please either upload all documents through NetClient CS or feel free to drop off the information at the office - no appointment necessary! NOTE: your tax return will not be considered "ready for prep" until we have received all of your information.

 
  • We are including with this email 1 important item!
 
  • Source Documents To Gather - Click Here to know the list of documents you need to gather and send to us. Please note that this list is not exhaustive. This is only to act as a guide to help you with the process. We may request additional documents as we deem necessary.+
 
We look forward to working with you all again this tax season! If you have any questions or concerns, please feel free to give the office a call at 925-634-2344.
 

Regards, Michael


 

Michael Uadiale, CPA, CGMA, ACA, PhD | President

201 Sand Creek Rd., Ste. F   Ph:(925) 634-2344  
Brentwood, CA 94513   Fx:(925) 265-2215  
www.smeedcpa.com      

   
 


NOTICE TO RECIPIENT: To ensure compliance with requirements imposed by the IRS, we inform you that any U.S. federal tax advice in this communication (including attachments) is not intended or written by SMEED CPA, Inc. to be used, and cannot be used for the purpose of (1) avoiding penalties under the Internal Revenue Code or (2) promoting, marketing, or recommending to another party any transaction or matter addressed herein. This e-mail is meant only for the intended recipient of the transmission, and may be a communication privileged by law. If you received this e-mail in error, any review, use, dissemination, distribution, or copying of this e-mail is strictly prohibited. Please notify us immediately of the error by return e-mail and please delete this message from your system. Thank you in advance for your cooperation.