To: ALL CPAs Clients

Tax season is well underway and filing deadlines are right around the corner. Timely submission of your information is important to complete your returns on schedule.

As a reminder, if you haven’t already done so, once you have organized the majority of your 2019 individual and trust tax return(s) information, please submit to us as soon as possible. We encourage you NOT to wait until you have received all brokerage and K-1 statements if you are only waiting on a few stragglers.

Documents may be sent either by mail or digitally through a Client Portal or secure file upload available on our website all-cpas.com/online-tools/. Click “secure file upload”, fill out the requested contact information, select the recipient, choose the files, and click upload.

Please note, as stated in your engagement letter, if we do not receive the required information by March 23, 2020, it may be necessary to file extensions to extend the due date of your tax returns. This does not extend any payment due. We appreciate the opportunity to work together and thank you in advance for your cooperation. Have a question? Please contact your ALL tax advisor or call us at 617-738-5200.

Best Regards,
ALL CPAs

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