It’s that time of year again, tax time is here! Our goal is to take the headache out of the tax filing process - we're here to help you make tax time less taxing.
 
You should start to receive all of the documentation necessary to prepare your 2020 tax return. In order to serve you most efficiently, it’s important that you keep all of your documentation and provide us with your information as soon as you receive it.

As you know, this time of year is extremely busy for our firm. Many of our clients rely on us during tax season, and we are doing everything we can to continue to serve our clients and partners safely and effectively amid concerns of COVID-19. We continue to monitor the situation closely and adjust as we receive more information. The health and safety of our employees and clients remain a top priority.

We quickly pivoted last year when our environment was turned upside down and we moved from our offices to our homes for the better half of the year. Thanks to technology, we were able to stay connected, efficient and continue to serve our clients effectively. We are asking that you utilize the tools and technology we have available again this year and limit visits to our offices when possible. We strongly encourage you to use our secure client portal to send us your confidential documents, and we advise against you sending us your information via email. Should you have any issues accessing your portal, please reach out to portalrequests@corrigankrause.com.
 
Attached here is our 2020 questionnaire/checklist that we would like you to complete. We suggest that you refer to last year’s tax return as a guide for your items of income/expense to be included in this year’s tax return.

If you are not able to send us your information and completed questionnaire through our portal, you can mail it to one of our offices listed below or, if necessary, drop it off at one of our locations.
We are excited to announce that we've moved from our office in Solon to a larger space in Mayfield Heights! This office will open officially in early February, and we will be sending out more information coming soon.

Again this year, you can expect to receive a notification via email at each processing stage of your return, keeping you updated and informed.

Last year, we introduced a new way to digitally receive your tax return, as well as electronically sign Form 8879 via SafeSend Returns. SafeSend Returns is designed to simplify your review of your tax return and expedite the required steps for electronic filing. For more information, reference this how-to video from SafeSend Returns.

Lastly, to ensure that your return is completed in a timely manner, please submit your information by no later than March 1, 2021 and clearly identify any items that you know are missing. If we have not heard from you, and we do not have your information by March 22, we will automatically file an extension on your behalf.
 
We look forward to serving you throughout the 2021 tax season, and we thank you for your continued business.

Sincerely,

Your Team at Corrigan Krause


Should you have any issues accessing your portal, please reach out to portalrequests@corrigankrause.com.
Phone 440.471.0800 | Fax 440.471.0801 | www.CorriganKrause.com