March 23, 2020
Two important updates for you. First, the IRS did delay the filing for Form 1040 individual returns to July 15th 2020. The IRS has also postponed the date balances are due on individual returns until July 15th. Second, we will be working remotely beginning Tuesday, March 24.
Following is more details…
• IF WE HAVE YOUR TAX DOCUMENTS: We will be prioritizing tax returns with refunds. Other returns with balances due will be completed next. We assume if you owe money to the IRS that you will not be paying until near the new due date of July 15th. If there is missing information needed to complete your return, you will be contacted by the preparer. We have several ways to submit documents to us electronically. When your return is completed, you will receive a call as usual. You will receive instructions as to how to retrieve your tax return and documents.
• IF WE DO NOT HAVE YOUR TAX DOCUMENTS: You have the following options to submityour information:
-Scan all your documents in PDF format and upload to our client portal. (Call our office if you forgot your login and password).
-Scan all your documents in PDF format and upload using the “Document Upload”feature on the home page of our website: WWW.SwartzCompanyCPA.com. Please call our office to inform us that you have uploaded documents.
-Call or e-mail our office and we will email you a secure link to use to send us the PDF scans.
-Mail the documents to our office.
DO NOT EMAIL PERSONAL DOCUMENTS WITHOUT OUR SECURE LINK.REGULAR EMAILS ARE NOT SECURE.
We are doing this to comply with Governor DeWine’s guidelines. We have the technology in place to perform jobs from our homes.
• HOW DO YOU CONTACT US?
o Call our office phone at 330-345-7353 and leave a message. We will check for messages multiple times a day, Monday – Friday.
o Email us:
We appreciate your understanding during this unprecedented situation.
Please check our website for updates-things are changing every day. Please call our office if you have any questions.