2020 Tax Season Introduction
Hello and Happy Tax Season from Ranta CPA + Associates!
We appreciate your continued partnership with our firm, as we know it was a challenging year.
Each January we publish our updated Tax Engagement Letter and various forms. This email and its contents should be familiar to returning clients.
Attached and linked below, you will find:
- Our 2020-2021 Client Letter (read this first)
- Income Tax Engagement Letter (DocuSign version) (PDF version)
- Billing & Fee Agreement
Our Client Letter includes additional links to online resources and explains our process and important aspects of tax season. Some sections may be disregarded if we prepare only your business tax return(s).
that we are not delivering Individual Income Tax Organizers
by email this year, as our default option, but we can send them by email or mail upon request. Instead, our default option is to provide them to your within our ShareFile client portal
. Please contact our office if you would like an invitation to our portal or if you are having any technical issues accessing your documents.
We hope that you review each document, and that our supplemental forms and worksheets are helpful to you as you begin collecting your tax information. We always appreciate your feedback and will do our best to accommodate your recommendations and requests.
If you have any questions regarding these documents or their contents, please send inquiries to firstname.lastname@example.org
. This is a forwarding address that will route to our administrative staff, and they will be able to assist with your questions. Please read our Client Letter for more information on our preferred document transmission options.
We always receive a lot of questions after this email is sent. We’d recommend a quick review of our Frequently Asked Questions (FAQ)
to relieve the stress on our phone lines and administrators’ email inboxes.
If you do not require our services to complete your tax return, please reply in response to this email or call our office (206-420-2246) and we will take you off our mailing list.
Please let us know if you have any questions! We look forward to working with you in 2021.
Ranta CPA + Associates