Mary Reimers

I know, I know… it’s that time again. But, how about that wonderful feeling of tax relief after you know everything has been submitted, filed, and completed! That’s what I am talking about! And here at Insight, we get just as excited to cross a client’s name off the list as “completed” because we know this means another goal has been reached for all of us.

But what about those little bumps that can show up along the tax-prep road? Following are a few suggestions on how we can make getting to this destination point of “relief” even easier:

When in doubt – send it in! Whenever we are asked about including information or not, our global response is to provide ALL your “possible” tax items, and then allow the CPA to determine what is, and is not, needed.

Be Thorough – You play a critical role in knowing what has happened with your financial details over the past year. We really have no way of knowing every little detail about every one of our clients. We need ALL your tax information. The more thorough you are with the information on your organizer, the better.

Utilize Phil’s Quality Review – While on the surface it might seem quicker to send your tax organizer directly to Whitlock, this can often cause questions and delays. Each year I am amazed at the details that Phil catches in his reviews that save the clients time and money in the long run. I am telling you, this guy knows his stuff!

Time management – Keep our goal dates in mind as you work on your organizer. If you have your tax information returned to us before February 28th, you have the best probability of having your return completed by April 1st. And if you only have a couple of items you are waiting on, don’t wait! Make a note the items are missing and send in what you have. We can still get a jump start on the tax return and then just fill in the little details at the end.

Proactively schedule your review meeting – Check out Maria’s message below and think about when you would like to be on Phil’s calendar for your tax review. If you know the time that is good for you, you don’t have to wait – go ahead and call us!

And one final suggestion… If you ever have a question, please feel free to email or call us. We are here to help!

Maria Carmignani

Your Next Step…

Now that Mary’s article has you all excited about doing your taxes, let’s review how to get all your information to Phil.

1. Electronically via the Sharefile Secure Link – If you were emailed your Tax Organizer, you were also provided a link to upload your information back to me. If you need a new link (they do expire in 30 days) just let me know, and I will send an additional one to you.
2. Mail In / Drop Off – Our office address is 1901 N. Roselle Road, Suite 800, Schaumburg, IL 60195.
3. Meet with Phil – Contact me to schedule a meeting and you can deliver your tax documents right to Phil. Please note that Phil’s calendar fills up rather quickly during Tax Season, so let’s get your meeting pencilled in now.

It is our goal to make tax time effortless and simple for all of our clients. We are excited to make this our best tax season ever!