JPS Clients: Important Updates For Tax Filing Season
January 24, 2022
It’s tax time again and we look forward to serving our clients.
As always, our clients and team remain our top priority and JPS will continue to take precautions for the well-being of all as we enter into filing season. Additionally, we will leverage technology tools offering conference calls and virtual meetings through a variety of platforms, so please touch base with a team member to discuss your options.
JPS will continue to utilize the SafeSend Suite of products (Signatures, Organizers, Returns and Extensions) to securely obtain electronic signatures, send/ receive files and other tax deliverables. Please reach out to us if you have any questions or concerns about which email address we have on file for your account.
Entity Engagement Letters
2021 Entity Tax Engagement Letters are being sent for e-signing via SafeSend Signatures (email@example.com). Once your document has been reviewed and e-signed, you will receive a signed copy for your records. If you are not the appropriate signer, you may delegate this task to the proper email address.
Individual Tax Organizers
SafeSend Organizers is a user-friendly, fillable PDF. The benefits include: the ability to upload important tax documents, add notes and increased security/confidentiality.
If you fall into this recipient category you (and your spouse) will soon simultaneously receive an email from firstname.lastname@example.org with a link to access your electronic organizer. If you have not received this email by the end of January, please check your Spam or Junk folder. For the best experience, we recommend using Google Chrome.
SafeSend Extensions and SafeSend Returns allow us to send your deliverables securely and walk you through the steps of downloading and saving your PDF copy to your device. The benefits include: forwarding a copy of any tax document, electronic signature of E-file authorization forms, K-1 distribution, paying taxes online, printing required pen to paper forms or vouchers and managing your tax payments with notes and reminders.
If you have never utilized the above digital platforms and would like to learn more or need assistance, our administrative team is happy to help walk you through the steps from start to finish!
Contact us to best serve you.
Asheville Boone Marion
828-254-2374 828-262-0997 828-652-7044