Resources

UPDATES AND INFORMATION

Dear Mack-L Client,

Please read this communication in its entirety for details on how to navigate the 2024 tax season!

ORGANIZERS

If you would like a personalized organizer with last year's data prefilled, please contact us. You can now download your 2024 tax organizer! Go to the "Clients" page on our website and scroll down to the Tax Organizer section to download the questionnaire that best suits your tax situation. While these questionnaires are not prefilled with your information, they are still the same format we have always used. .

SCHEDULING

PLEASE READ CAREFULLY AND THOROUGHLY!

We are still operating as a first come, first serve firm. Make sure you have sent us all your documents at the same time, or your return will be put on hold. Please note, depending on where you are in the queue, not having all your documents in a timely manner could mean you would be put on extension.

This tax season we will prepare your returns and send them to you for approval before e-filing. You can give us the green light to e-file your tax returns by signing your signature forms and you will be all set! Should you need to discuss your returns further a phone or virtual appointment can be made with Lisa before e-filing.

EXTENSIONS:

We try to process as many returns as possible before the March 15th deadline for LLCs and S-Corps and April 15th deadline for personal returns. However, there is the possibility that an extension maybe filled on your behalf. An extension gives more time to file, but not extra time to pay your tax liability. Please be sure you have made your estimated tax payments, extension payment, or have enough withholding to cover your tax liability.

TAX DOCUMENTS

Our “Upload Documents” link on the Clients page of our website is the best and most secure method of sending us your documents. However, you still have the option of mailing in or dropping off your documents! If you are dropping off or mailing in your documents, send us your copies and you keep the originals.

Here is an idea of what the process will look like:

1. Send your documents via our upload link on our website, drop off, or mail in.

2.. Staff will prepare your returns.

3.. Lisa will review your returns.

4.. Your returns will be sent to you via a Dropbox link that expires in 7 days from sending, or mailed to you (your preference), for your review. If you approve you can give the okay for us to e-file and send us your signed signature forms (we will not e-file without signed signature forms). If you have questions and/or need to discuss with Lisa, we can then set up a phone call or virtual appointment.

We are very much looking forward to working with you again this coming tax season!

Stay safe, warm, and healthy,

The Mack-L Team