Client Notice: Get Your Documents in to File Your Taxes on Time

The filing deadline for Individual Tax Returns, Form 1040, is April 18th for federal returns and most state returns. 

This is a friendly reminder to our clients to send in your documents so that we can file your taxes as soon as possible. Waiting until the last minute creates a scenario where our practitioners may have other scheduling conflicts and are unable to accommodate an extremely compressed filing period for a high number of clients. 

If we do not receive your tax documents by March 27th, we may be forced to file an extension due to staffing restrictions. As a reminder, if you have a first-quarter estimate due, its due date remains Monday, April 18th. 

MBK offers a variety of options for getting your documents to us. You can mail them, drop them off at our reception desk, or log in to our Client Portal to send them electronically. 

Important Deadlines and Reminders:

• If you plan to go on extension, please send us a note ASAP, so that we can process your extension right away. Do not wait until the due date to extend your return, if possible. Even if you may owe, the extension can still be prepared in advance for you to pay at the due date of the return. 
• If you are missing only an item or two, send us that information with a note explaining what is missing. We can start preparing the return and you can submit the missing information when you receive it.
• Even if you think you will owe taxes with the filing, we can prepare the return earlier, but the payment can be made on the due date. The same holds true for extensions. There is no need to hold on sending us the backup documentation. 
• When sending in documents, either supply the originals or a scanned / pdf copy, not a picture of the documents (especially when emailing it).

MBK offers a variety of options for getting your documents to us. You can mail them, drop them off at our reception desk, or log in to our Client Portal to send them electronically. 

Sending Us Your Information 

Our firm utilizes a scanning format for information storage; therefore, we are requesting the following when sending in your information:

• Return your tax organizer (if you have one), with your documents because it greatly enhances our scanned documentation for preparation efficiency and when resolving questions in the future.
• Any information that you are completing in the organizer, please use a black pen to write in that information.
• Send in your original tax forms, such as Forms W-2, K-1s, 1099, or 1098. Try not to staple items together (if it is not already done so), as all documents are scanned in-house. 
• Consider sending us a summary of your real estate taxes, medical expenses, and contributions, if possible. We do not need the accompanying backup documents.

Electronic Filing

Our firm is required to electronically file all federal, Massachusetts and Connecticut income tax returns. Once your return is completed, we will return your original documentation. Your copy of the tax return and Form 8879, IRS e-file Signature Authorization, along with any state authorization forms required will be sent electronically via SafeSendReturns or mailed - if needed. These authorization forms must be signed by you and your spouse, if a joint return, and returned to MBK. These forms should be returned promptly, and this does not affect the due date for any payments due. If we do not receive the signed EFile authorization forms prior to April 10th, as a courtesy to you, we will be automatically e-filing your returns. If you DO NOT wish for us to e-file your returns, you will need to contact our office and notify us of that desire prior to April 10th in writing.

*Electronic Filing Refund Options*

You can either receive a paper check in the mail or have the refund amount directly deposited into your bank account. The taxing authorities indicate that direct deposit decreases your wait of receiving the refund. If you choose the direct deposit option, please provide us with a voided check (or copy) if we do not have this information on file from previous years (or if your information has changed from the previous year).

Electronic Filing Payment Options*

Payments may be made by either mailing Form 1040-V, Payment Voucher, with a check to the Internal Revenue Service by April 15th, or by authorizing a direct debit from your bank account. If you choose a direct debit, the money will be withdrawn from your bank account on April 15th. The withdrawal occurs on April 15th regardless of the date the return is accepted, unless you indicate otherwise. Please note that it is important to have those funds available in your bank account on April 15th. Also, you will need to provide us with a voided check (or copy) if we do not have this information on file from previous years. Please remember that Meyers Brothers Kalicka, P.C. will not be keeping any supporting documents - they will be returned to you. You should retain the documents, canceled checks, and any other data that support your income and deductions.

We request that you make every effort to submit all of your information no later than March 27th to avoid the need for an extension. If we do not have your information by this date, you will most likely need to go on extension.

Thank you for your time in this matter. We look forward to serving you throughout the tax season!



VERY TRULY YOURS,

MEYERS BROTHERS KALICKA, P.C.