PLEASE NOTE THAT WHILE WE CONTINUE TO FOLLOW THE CDC GUIDELINES, THE INFORMATION IN THE FOLLOWING POST IS NO LONGER UP TO DATE. READ THIS FOR THE MOST RECENT INFORMATION. The CDC is urging us all to distance ourselves from others in order to contain the spread of the coronavirus. They say it’s best to stay home as much as we possibly can. To that end, we want our clients to be aware of our “remote” tax processing process. We have been serving clients for years who have never stepped foot in our office (or even in our state!). If you want to stay home but still have your tax returns prepared and filed, we can make that happen.
How it works: we have a secure portal that allows you to upload all of your tax documents safely. Once they’re uploaded, we download them into your tax file. When Carrie has prepared your tax returns, we will upload the returns, the signature pages, payment vouchers (if needed) and our bill to your portal account. At that point, you would:
download and review the returns,
print and sign the signature pages,
scan or take photos of the signed pages, and
upload the signed copies to the portal.
If you owe tax, you can print the payment vouchers and mail them with checks to the IRS or Iowa.
To pay our fee, you can either mail a check or email Robyn to request an invoice that can be paid online.
To request an account on our portal, you can call our office at (319) 358-2854 or email Robyn.
If you’ve already started the process with us, but you need to drop off documents or sign, we’ll set up your portal account at any point. Just ask!
Not tech savvy? No access to a printer at home? No problem!
We can send and receive your documents through the US mail.
or
You can use our drive-through! Bring your file to our building and let us know you’re here. We’ll come down to your car to get it from you.
So far, Carrie and Robyn are both healthy and continue to come to the office to work. If that should change due to illness or exposure, we will work from home as much as we can. If we are impacted by the virus itself or by changing public health recommendations*, the end result will likely be that we file more extensions than we would in a normal tax season. Please read our blog post on extensions for more details.
The Treasury Department and the IRS have extended the payment deadline to July 15. Details on the special extension are here.
In the meantime, take care and be well.
*We are still well, but to stay on the right side of the curve, we are no longer taking face-to-face appointments. Previously scheduled appointments will revert to phone meetings, and we will set up alternative delivery and receipt of documents and signatures. Thanks for your understanding!