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Hi Laura. Spring is coming! And with spring comes Tax Day and we are working hard to make sure that your tax returns are ready to go! How can you help, you ask? 😊
- Be sure to turn in your tax documents as soon as possible. Even if you owe taxes, those payments are not due until April. So, let’s get those returns finalized and those payments can wait until April!
YES, we are asking for all docs by March 17th – gives us time to complete the returns. And let’s face it, all the documents have been received! 😉 Think of it as a nice “kick in the pants” to get it off your desk and on ours!
- Once we receive your documents/information, we might be reaching out for clarification, more info, etc. Please respond as soon as possible to ensure we can complete the returns timely.
- Review your return in SmartVault, including your banking information, prior to signing the return. Once we receive signature and payment, the returns are e-filed rather quickly. Once e-filing takes place, we aren’t able to change anything. This could potentially result in an amended return.
Are you becoming familiar with our secure online portal, SmartVault? If not, let us know how we can help! You can access your vault to upload, download, view, or print documents and tax returns from this year and prior years. Click here for SmartVault instructions. Remember, SmartVault is available all year long! Feel free to upload documents such as school registration receipts and home sale closing statements throughout the year.
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We hope you have a great month!
The Team at LMM & Associates, Inc.
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