As we approach tax season, we want to ensure a smooth and efficient process for your tax returns. Please take a moment to review the following steps and what we expect from you:
Understanding the Steps for Tax Preparation:
- Engagement Letters: We will be sending out engagement letters over the next couple of weeks. These will come from your portal.
- Please review and sign: Your proposed fee for the returns will be listed in the request. You can review the explanation of our fee increases and let Aaron know if you have any questions. Please note we trimmed back our client list to maintain our high-quality service exclusively for the clients receiving this email.
- Questionnaires: After signing the engagement letter, you’ll receive a questionnaire in your portal. If you have an S-corp or Partnership you will have two separate questionnaires.
- Document Submission: Take your time gathering your information. Once everything is submitted, we’ll confirm receipt.
- Preparation: We’ll begin working on your return within a few days and will send questions. Prompt and complete responses are crucial.
- Review: We will personally review the return and discuss the results with you.
- Payment: Your payment will be processed via ACH from your designated bank account.
- Signatures: Your return will be sent for signatures using Knowledge Based Authentication.
- Confirmation: We’ll post the e-file acceptance confirmation to your portal.
How to Prepare for Tax Season:
- Email Whitelisting:
- Add StegnerCPA.com as a trusted domain to ensure our communications reach you. This will ensure you get emails from our team.
- You should also add app.canopytax.com to your whitelist.
- Canopy Portal: Set up your portal if you haven’t already. Please also consider installing the Client Portal app. Android Apple
- Engagement Letter: Ensure it’s signed as part of your initial steps.
- Newsletter: Signup for our newsletter to kept up to date.
Your cooperation and attention to these details will help us ensure a smooth and efficient tax return process. We appreciate your prompt action and are here to assist with any questions you may have.
