To our valued clients:
Happy New Year!
As we prepare for the upcoming 2023 tax season with you, we want you to know your options for getting your tax information to us.
Engagement letters and organizers
This year we will be emailing you an engagement letter for your electronic signature. For individual returns, this will be done through TaxCaddy. You will not need a TaxCaddy account to accomplish this, but you will have the opportunity to sign up for TaxCaddy and connect with us that way during this process. We highly recommend that you do so.
We will also be sending you your questionnaire and document request list using the same technology. Again, you will have another opportunity at that time to connect with us through TaxCaddy. We believe that you will love how easy it is to answer the questions and get your documents together using this method. We understand, however, that some of you, after trying this simplified system, may still want a traditional organizer delivered to you by email or snail mail. Please let us know by filling out this short form: TRADITIONAL TAX ORGANIZER FORM.
Getting your documents to us
You have several choices in how to get us your documents, listed in order of preference:
TaxCaddy: This is a secure document gathering and sharing system that we’ve tested and really like because it makes tax season less taxing! It allows you to share documents, provide electronic signatures, receive and store your tax returns, communicate with our staff, and even make tax payments through a secure online platform. In addition, as mentioned above, you will also have the option to skip the paper organizer and answer a short questionnaire within TaxCaddy. TaxCaddy is available on any device: PC, Mac, tablet, and the TaxCaddy app for iPad, iPhone, and Android. Please be on the lookout for an invitation by the end of January if you don’t already have an account. If you don’t want to wait, please use the secure file exchange method below. You can learn more about TaxCaddy here.
Secure file exchange: Scan and securely send your files and documents to us using CCH Share Safe. The link to Share Safe is https://www.clientaxcess.com/sharesafe/#/lslcpas. You can also click the red link in our email signatures.
Locked drop box outside our office doors: If you are unable to scan documents to upload to us, we have a locked drop box outside our Brea and Santa Ana office doors where you can place your documents; they will promptly be picked up by one of our staff.
U.S. Mail: If none of the other options work for you, just drop your documents in the mail to us.
Requesting an appointment
You may not need to meet with us to complete your return (and that’s fine!), so we won’t automatically schedule a meeting for you. If you’d like to schedule a tax appointment in 2023, please email your manager or call our office to schedule a phone, Zoom or Microsoft Teams, or in-person appointment.
Brea office: 714.672.0022
Santa Ana office: 714.569.1000
Laguna Hills office: 949.829.8299
(If you don’t have your manager’s email address, just drop us an email here.)
To make the most of our time with you, we’re requesting you send us all your documents BEFORE your appointment so we have a chance to look them over in advance and be ready to dive in when we meet.
Ways to meet
Virtually: Like us, many of our clients prefer virtual meetings that allow for on-screen document review and discussion. We use Zoom meeting software and Microsoft Teams. Zoom.us is free to download and use if you don’t have it already. If you don’t have a video camera, you can call in on the phone. We’ll follow up with emails (or snail mail, if you prefer) and phone calls to keep your tax filing process moving along!
In person: We may be available to meet with you face-to-face in one of our offices if that is your preference. Please be aware that we will have limited time slots available, and you will be subject to any government restrictions pertaining to masking, social distancing and/or quarantines that may be in place at the time of your scheduled meeting.
Have a question about the above? Feel free to contact us.
We are sincerely grateful for your business and look forward to working with you in the 2023 tax season!
LSL