Here is a quick list of the necessary steps to have The Edwards CPA Group prepare your tax returns. Important dates and considerations during the tax extension season Our normal turn around time after receiving everything we need is 7-10 days. We will update you with email and text alerts along the way.
|Individuals / C Corps
|Partnerships / S Corps
|1040 / 1120
|1065 / 1120S
|Tax Documents Due
|Mon, Sep 24
|Mon, Aug 24
|e-File Authorizations Due
|Mon, Oct 8
|Mon, Sep 10
|Mon, Oct 15
|Tue, Sep 17
1. How It Works
We will send you a simple form for you to seamlessly send your information via email. This ensures a comprehensive tax return and an economic tax preparation fee. All submissions are uploaded to your Client file within 24 hours for historical safekeeping. You will receive an email letting you know we’ve received it. Communication is key!
The Edwards CPA Group takes the security and safety of your personal information very seriously. Please read our security and privacy procedures.
2. Gather Your Tax Documents
These buttons link to a PDF which provides a quick checklist of the items we will need to complete your individual tax returns (businesses are next). We cannot emphasize enough that reviewing these checklists will ensure accuracy and completeness. PLEASE send all prior year Federal and State tax returns if you are a new client. This helps us to see trends or missing information.
Individual Tax Checklist
Business owners, such as partnerships and corporations, have unique tax needs simply because most of the tax documentation is generated by the business owner. Please use the following buttons for important checklists and templates for business tax return preparation.
Small Business Worksheet Excel
Small Business Worksheet PDF
3. Contact Information
Please update your contact information. Even if you are a returning client, please confirm your phone numbers and email addresses. Also, the IRS and several states are requiring that a government issued ID be electronically submitted with your tax returns to curb identify theft. Please provide a copy of your license.
4. Tax Organizers
This serves as a great memory jogger. The year flies by, and you may think you remember everything, but oftentimes the year is crammed full of decisions made, homes sold, or money moved around.
If you are a returning client, please look at all information that was reported last year. It is time consuming, but it ensures that you don’t miss sending us an important tax document, and it can ensure that we aren’t waiting for something that was canceled or closed in a prior year. If you are a new client, please call or email to request a blank organizer, and if you have rentals or a business, let us know so that we can include that in your organizer.
5. Client Engagement Letter
The IRS and our Professional Liability Insurance provider are getting more stringent on Client Engagement Letters. We have created an easy online review and acceptance form. Seriously, it is easy. It will be sent for you to sign and must be signed for your returns to be e-filed.
6. Send Us Your Tax Stuff
This is the best part. You can scan email to us, fax, mail or take a road trip.
7. Client Portal
8. Send a File
You will also be able also securely send us your files soon right from the website.
- Fax: 603-286-8002
We will confirm that you sent it via fax.
- Mail, Road Trip
Please retain your originals and send or bring copies to:
The Edwards CPA Group, P.C.
51 Park Street
Northfield, NH 03224
We have a strict requirement for all road trip drop-offs to include donuts. Sorry for the inconvenience. (Just kidding)
9. Tax Return Review and Filing
You will receive an email and a text message alerting you that your tax returns are ready for your review. What does that mean? And what happens next? Both great questions. You will be contacted with the results, and the return can securely be sent to you for review. We are here for review questions, estimated tax payment suggestions, bank info (if you’d like refunds direct deposited or applied) and if all is good with you, you can let us know if you’d like to have it e-filed.
10. Cross TAXES Off Your Chores List
Book that summer vacation and let us know where! We need some ideas for April 15th!