New This Year For Our Clients – “SafeSend Suite” #2

In the interest of providing our clients with a convenient, safe and efficient experience during the tax preparation and document delivery process, we have implemented SafeSend Suite. SafeSend Suite is a high-end online experience including electronic tax organizers, e-signatures, document and tax return delivery. As more and more of our client’s work-from-home and require remote services, we identified SafeSend Suite as a valuable new tool that we are very excited to launch this year.

At the core of the suite is SafeSend Returns. This solution will effortlessly automate the assembly, delivery and e-signing of your tax returns. The benefits to this solution are many and include an intuitive client interface that walks you through the process step-by-step. While the look and feel of your tax return will be very similar, you will also notice a comprehensive dash-board that will display a summary of your federal and state returns, balances due, overpayments, and the subsequent year’s estimated payments, if applicable. You will have the ability to review your tax documents and electronically sign the e-file authorization forms. Should you have balances due with your tax returns, SafeSend Returns provides safe and convenient options for paying your balances online to the IRS and state tax authorities or downloading payment vouchers to send in with a check.

Estimated tax payments for 2023 are also available to be made through SafeSend Returns beginning with your April 2023 payment. Again, you may choose to be directed to the IRS and state tax department payment websites or download the payment vouchers to be printed and mailed. Email reminders to our clients are also in place to notify you of any upcoming payment dates.

Should you require access to copies of your tax returns in the future, you will have the opportunity to login to SafeSend Returns (within our firm’s document retention period) to download copies of several years of tax returns. Many of our clients request electronic copies of tax returns during a refinancing or lending project so this is a safe and efficient method of obtaining these copies at your convenience.

As a valued client of Tronconi Segarra and Associates, we are here to assist you through the new features of SafeSend Suite to ensure that you have the best experience possible. Please contact your Tronconi Segarra & Associates tax advisor if you have any questions or need assistance.

Authored by: Lisa A. Mrkall, CPA, MBA, Principal, Small Business Department, Tronconi Segarra & Associates LLP


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