For the safety of our clients and staff, going forward we strongly discourage clients from mailing their tax information to us during the COVID-19 pandemic. We are asking our clients to please upload their documents and checklists electronically via our secure portal. Detailed resources for this process are available on this link: https://www.sterncohen.com/lets-go-digital-this-tax-season/
We understand some clients may not have access to a scanner or a smartphone to take pictures. For those clients, we would suggest holding on to your personal tax documents for now and reaching out to the partner on your file closer to the end of April when we will assess the current COVID-19 situation and how to best retrieve the documents in a safe manner.
Thank you for your cooperation!
Here are step by step instructions to help you go digital this year!
*Not sure how to zip a folder? It’s easy! First gather all the files/pictures you want to send us into ONE regular folder. Then right-click on the folder, and point to “Send to” and select “Compressed (zipped) folder”. Remember to put your full name in the zipped folder name.
Mobile phone apps make it easy to take and send pictures of your documents and slips. We have tested and recommend Microsoft Office Lens, Genius Scan by The Grizzly Labs and Clear Scanner by Indy Mobile App. These are all free!
Complete your Personal Tax Checklist.
It will indicate all the receipts or slips that are applicable to your unique situation: Tax Checklist (PDF)
IF you have self-employment income, also download the Supplement.
It will indicate the additional information we require: Supplement for Self-employed Individuals (PDF)
Summary of Expenses
Please provide this information (in Excel if possible).
Finally, sometimes you just want to speak with someone! We understand that. 😊
Contact us to find out the name of your tax preparer this season. If you have any other questions he or she can assist.
Click here for the NEW deferred tax deadlines and payment changes introduced for COVID-19 relief.
Click here for a step by step guide to our Personal Tax Season Process.
In light of COVID-19, we strongly encourage you to electronically upload your tax documents and checklist(s) to our handy portal. Many of you will appreciate that this can be done from the comfort of your home. As such it can potentially reduce the spread of this virus – and keep us all safe. The webpage above provides detailed instructions. If you have additional questions, please contact us to speak with your tax preparer.Contact Us