By now you should have received and signed your annual tax service package proposal through DocuSign. If you did not receive it please contact us at firstname.lastname@example.org to request another copy.
Step 1: Download your Tax Organizer
Now that you have signed your annual service package, it's time to gather your tax information. To get started, download your tax organizer from our website here.
C Corps, S Corps, LLC's and Partnerships: Make sure to fill out the Business Tax Organizer.
Are you a Sole Proprietor? Make sure to fill out a copy of the Schedule C - Business Income tax organizer.
Do you own rental properties? Make sure to download and fill out a separate Schedule E - Rental Income tax organizer for EACH rental property.
Important Download Instructions
Make sure to download and SAVE your tax organizer to your computer BEFORE you begin filling it out. Filling it out in your web browser will not save your entries.
Step 2: Gather your Tax Documents
Your tax organizer(s) will guide you in gathering the information necessary to prepare your tax returns.
Prior year information is available for individual clients by request only. Please email us at email@example.com to request a copy from our staff.
Step 3: Submit your Info Before the Deadline
Please send us your completed organizer along with your tax documents as soon as possible but no later than the applicable deadlines as specified on the “Client Requirements” page of your 2019 Tax Proposal. All documentation must be received before we can schedule your project.
* If information is received after the “original” documentation deadline, an extension will be filed. If information is received after the “extended” documentation deadline, a 30% “rush fee” will be added to your invoice.
There are four methods to submit your organizer and documents to our office:
1) Upload your documents to your secure client portal here.
2) Email your documents to: firstname.lastname@example.org.
3) Mail your documents to the address below:
DePretis CPAs, Inc.
6700 Koll Center Parkway, Suite 160
Pleasanton, CA 94566
4) Drop off your documents at our office during business hours:
Monday - Friday | 9:00 AM - 6:00 PM