Introducing SafeSend Returns® for tax return delivery

Introducing SafeSend Returns® for tax return delivery

Sep 13, 2023 | News to Note

Dear Clients, We are pleased to offer SafeSend Returns as our new secure, electronic tax return delivery system. The client-friendly interface walks you through a guided process that includes on-screen review of your return, collecting IRS-compliant e-signatures on...
IRS reminds taxpayers to prepare for natural disasters

IRS reminds taxpayers to prepare for natural disasters

Sep 6, 2023 | News to Note

From the IRS —  September is National Preparedness Month. With the peak of hurricane season just ahead, the Internal Revenue Service reminds taxpayers to develop an emergency preparedness plan or, if they already have one, to update it for 2023. Taxpayers can begin...
Mid-year tax planning checklist notes

Mid-year tax planning checklist notes

Aug 9, 2023 | News to Note

From Forbes — By Sean Hanlon — 2023 Federal Tax Forms 1099-DIV – Reports ordinary and qualified dividends and short- and long-term capital gains distributions for taxable and tax-exempt accounts. 1099-B – Reports exchange and redemption activity in non-IRA...
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