Notably, we are still coping with the massive changes included in the biggest tax law in decades, the Tax Cuts and Jobs Act (TCJA) of 2017 and pinpointing the optimal strategies. For your convenience, we have created a website page with information about individual, business and financial tax planning tips This will be updated continuously so check back often.2019 Year-End Planning
If you are currently not receiving our Client Tax Organizer to help organize and gather your data, and you would like one, click on the below button to email us. For anyone how normally requests a paper organizer, these will be mailed by the end of the year.TaxOrganizers@EFPRgroup.com
Given the endless complexities in our tax laws, we are continuously looking for ways to streamline our tax preparation processes. For a nominal fee, we are able to expedite your return electronically to you, in a secure manner, by using a cloud-based platform called SafeSend. The process will allow you to view your records for 5 years, allowing for easier access. Please contact your tax professional if you are interested in this option. Please click the link below to enter the SafeSend portal.SafeSend Client Login
Please submit your tax information as early as possible - even if you are missing some information (for example, K-1 forms, which often arrive much later). This will enable us to begin the preparation process and help you anticipate any tax obligations you may incur. If we do not receive the bulk of your information by March 27, 2020, we will be extending your 2019 tax return. For a list of additional due dates that may be applicable to you, please click below.