Business as Usual?

Telephone: (303) 449-3060

Helping people achieve their financial goals since 1991

We're not shut down!

Even though our government is currently on shutdown, it's business as usual here as we prepare for tax season! The IRS has announced that this year's tax filing season will begin on January 28 for individuals, and that all tax laws and deadlines are still in effect (sorry!).

HERE'S WHAT YOU NEED TO KNOW NOW:

Tax Organizers for individuals are being sent out this week and next week via snail mail, email (from Nataliya or Rebekah), or portal. We recommend portal delivery for security reasons, but contact your Tax Manager if you don't get the version you prefer. Note for portal clients: complete the entire Organizer and Questionnaire before you submit, as you can only submit it once.
If you haven't returned your signed Consent for Release of Tax Information form to continue working with the new Boulder CPA Group, P.C., then we cannot send you a Tax Organizer or Year End Business Letter. Please contact your Tax Manager if you've misplaced your form or need assistance filling it out.
If you've ever had or requested an IRS PIN (Identity Protection Identification Number), you should receive a NEW PIN this month in a CP01A Letter. Please submit the Letter with new PIN to your Tax Manager, as it will be required in order to e-file your 2018 tax returns.
If we prepare a Partnership, S-Corporation, or 12/31 YE Corporation return for you, look for the 2018 Year End Business Letter/Questionnaire that your Tax Manager is sending this week. Please check to make sure that you have ALL your documentation complete (including 12/31/18 bank statements) before you submit to us.
If you use our Client Portal, we thank you! Remember that passwords expire after 90 days for enhanced security. If you haven't accessed your portal lately, you may have to click on Forgot Password and set up a new one. If you want to start using a secure portal, contact Katie and read our Portal FAQ's and Quick Start Guide.
January 31 is the IRS deadline for Forms W-2, W-3, and 1099-Misc.
We have office deadlines for submitting your tax information to us, so don't procrastinate! February 1 is our deadline for LLC's, Partnerships, and S-Corporations.

Engagement Letters

BUSINESS CLIENTS : Due to our change in ownership on 10/16/2018, we must require that ALL business clients sign a new Engagement Letter in 2019. If applicable, these will be sent with a Year End Business Letter, and you will have to print, sign and return (e-signature not available). We will not be able to file a 2018 business tax return without a signed Business Engagement Letter. However, once we have it on file, it will remain in effect and it won't have to be submitted again.

INDIVIDUAL CLIENTS: Engagement Letters for individual clients are an ANNUAL requirement, and they are sent with your Tax Organizer.

Note for Portal Clients: If you file a joint return with your spouse AND if we have both spouses' email addresses on file, you will each receive a separate emailed E-signature Request to electronically sign the Engagement Letter (click REVIEW & SIGN). Both e-signs must be successful for us to receive the Engagement Letter. If both are not successful, or if you prefer to sign manually, click on the DECLINE SIGNATURE link on the e-signature email to stop the system from sending you weekly reminders.

Our office will be closed on January 28 for Martin Luther King Jr Day

Nancy Carter, Office Manager

Boulder CPA Group

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