- Thank you for responding to the survey and for your feedback. WE HEARD YOU. For the coming tax season, we will be implementing the New Three-Step Tax Preparation process as further outlined below
- Step One: Return Your Signed Engagement Agreement
- Step Two: Provide Your Tax Information
- Step Three: Return Preparation and Communication:
Return Your Signed Engagement Agreement:
- Your Tax preparation engagement agreement was emailed out via HelloSign if you did not receive your engagement agreement please contact our office.
- In order to ensure we can provide you with a timely review call, we ask you to return your signed Engagement Agreement no later than January 29, 2021.
- Due to the many tax changes as a result of COVID-19, your 2020 tax preparation retainer will be based on 50% of your 2019 tax preparation fee.
Providing Your Tax Information:
You have three options for providing your tax data:
- Upload your information to your client portal. This is the most secure and easiest way to provide your information. Please contact our office if you need assistance.
- Client Drop Off is available Monday through Thursday during the following times
- 9:00 am to 12:30 pm
- 2:00 pm to 4:30 pm
- Tax organizers will be available in your client portal by January 19, 2021
- Here is a link to our instructional video for your convenience: karladennis.net/client-resources
Return Preparation and Communication:
KDA will ensure the following is done on your behalf:
- analyze your information
- preliminarily prepare your return
- Communicate with you to ensure the following:
- to ask additional questions needed,
review your numbers with you, - allow you to ask questions
- finalize your return
- Deliver Your Returns to Your Client Portal
- You will review and sign electronically
Thank you as always for your loyalty and patience as we all navigate our new normal. If you have any questions, please let us know. We look forward to chatting with you in 2021.