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Q –
Can I scan or fax the documents myself and just transmit the images to you, or do I need to come to your offices for tax preparation and consulting services?
A – There's no need to come to the office. If you have Adobe Acrobat on your computer
and a high-quality scanner, which can produce black & white images with at
least 300 dpi resolution, you could scan the documents yourself or just fax your documents to us. As e-mail is insecure, we strongly advise against
sending us sensitive information using e-mail systems. Instead, follow these steps: 1.
Complete one of the registration forms on our website. 2. Within 1 business day (usually much sooner) you will receive an email from us to inform you that your secure client page is available
for your use at our website, and we'll send you a tax questionnaire to help you include all the relevant information. At that time, you can use the secure link to upload
your scanned documents to your secure client page and we will begin preparing your tax return.
Q – Why do I need to send last year's
tax return to you? Isn't it already past history?
A – In the tax law,
there are many provisions when one year's tax situation affects another.
In our experience, there are frequently situations we need to know about that
are evident from a quick review of your prior year tax returns. Unfortunately,
when we do a more thorough review of prior years' tax returns, we also frequently
uncover errors and missed opportunities. We offer a low cost service to file amended returns if you desire. You are generally limited
to amending only returns filed within 3 years. If you have electronic versions
of your prior-year tax returns, please contact us to learn how to securely transmit
them to us.
Q – What should I do if the IRS contacts me about my return?
A
– This is the easiest question for us to answer and one of the most important
ones. If you receive any correspondence from the IRS, please fax or email a copy of it
to us immediately! If it includes a check, and you are not certain why they sent
you a check, do NOT cash or deposit it! IRS letters are rarely clear and often
there are serious issues to deal with. Please use our services to assist you with
any correspondence you receive from the IRS, and please don't delay.
Q
– How accessible to me is MyNetCPA?
A – You can reach your CPA in a
variety of ways: E-mail: MyNetCPA@MyNetCPA.com Fax: 877-277-7151 Phone: 262-421-1170. If
your CPA isn't available immediately to take your call, he/she will get
back to you within 1 business day (within 3 business days if between March 20
and April 15) at the phone number you provide. You will get the best, most efficient
service from your phone conversation with your CPA if you provide in advance by
email the topics or questions you wish to discuss. Every tax preparation package
includes 30 minutes of consulting with your CPA during the year. Of course, your
CPA's availability during the height of the tax return preparation season
may be very limited.
Q – Why do you ask for my checking account, bank routing
number and a voided check?
A – If you would like your refund to be directly
deposited in your bank, which can dramatically accelerate the time you'll
receive it, we need this bank account information. We use the voided check to
validate and cross-check the numbers. Conversely, if you have a tax balance due,
the balance can be paid by e-Check directly from your bank account at no additional
cost. However, clients also have the option of paying their balance due by mail
using a traditional check or paying by credit card, for an additional convenience
fee ranging from 3% to 5% of the balance due.
Q – Do you guarantee your tax work?
A
– We guarantee that our calculations are accurate and that we will process
your return in a professional and competent manner. Of course, we rely on our
clients to share relevant data and information with us to be able to provide the
most appropriate and professional service possible. If we make an error which
results in correspondence or amended filings being needed with the IRS, we will
prepare the correspondence and/or amended filings at no cost. All of the services
we provide are subject to the Terms and Conditions on our website, MyNetCPA.com.
KSF CPA Services LLC
1387 Keup Road
Grafton, WI 53024-9555
(262) 421-1170 Office
(877) 277-7151 Fax
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