2022 Tax Return Preparation Services

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2022 Tax Return Preparation Services

Hello! 

tax return preparation services

It’s tax time again and we hope you will be returning to us for your 2022 tax return preparation needs!  

We have designed our tax return preparation process (outlined below) to provide more convenience to our clients and ensure a smooth and efficient experience. 

If you are a current client, you will receive a series of emails via our client portal that do require your attention. If you are interested in becoming a new client for tax return preparation services, please contact us today.

1. You (and your spouse, if applicable) must review and e-sign our engagement letter for tax year 2022. If you are married, both you and your spouse will receive separate emails requesting you to e-sign the engagement letter. You must both log in separately to review and sign the letter.  The engagement letter will show your tax return preparation fee for this year, which may have changed from prior years based on the amount of time anticipated to complete your returns (based on time spent in prior years, if applicable) and comparable market rates. 

2. You (and your spouse, if applicable) must review and e-sign our engagement letter for tax year 2022. If you are married, both you and your spouse will receive separate emails requesting you to e-sign the engagement letter. You must both log in separately to review and sign the letter.  The engagement letter will show your tax return preparation fee for this year, which may have changed from prior years based on the amount of time anticipated to complete your returns (based on time spent in prior years, if applicable) and comparable market rates. 

3. You (and your spouse, if applicable) must review and e-sign our engagement letter for tax year 2022. If you are married, both you and your spouse will receive separate emails requesting you to e-sign the engagement letter. You must both log in separately to review and sign the letter.  The engagement letter will show your tax return preparation fee for this year, which may have changed from prior years based on the amount of time anticipated to complete your returns (based on time spent in prior years, if applicable) and comparable market rates. 

NOTE: Tasks 1 and 2 above (signing the engagement letter and completing the survey) must be completed prior to us performing any work on your 2022 tax returns.  

The use of our client portal is highly recommended and preferred. The secure portal is encrypted with bank-level security so we can securely share files and information. The portal also features a smartphone app that allows you to take photos of your tax documents and upload them to the portal. The portal will store all your completed tax returns and supporting tax documents for prior tax years, such as W-2s, 1099s, etc., so you can easily access them anytime in the future. 

The 2022 tax return filing deadline for individuals is April 18, 2023. If you have a separate entity that requires a return (i.e., trust, partnership and/or S-corporation), those returns are generally due by March 15th and you should receive any related K-1s by then. If you have questions about whether you need to file returns other than your individual returns, please contact me immediately. This engagement only concerns the preparation of your individual tax returns.  

We typically prepare tax returns on a first-in, first-out basis, so the sooner you can provide us with the required information and documents, the sooner we will be able to complete your tax returns. If we do not receive your required information and documents by March 17, 2023, we cannot guarantee completion of your tax returns before the April 18th-deadline. At best, we can ensure a timely extension for you to file will be submitted on your behalf (giving you until October 16th to file). Please note the filing of an extension to file until October does not extend or excuse the deadline for paying your 2022 tax liabilities before April 18th. 

Thank you for the opportunity to be of service this year and please do not hesitate to contact me with any questions! 

Sincerely, 

Mark C. Milton

**Please note that we are in the process of moving into our new office at 11004 Manchester Road, St. Louis, MO 63122 (corner of N. Harrison in Kirkwood). We will be located in the upper level space starting February 1! 

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