Happy New Year from all of us at H&S! We hope your 2024 is off to a great start!
As you know, tax season is upon us! This past year, H&S celebrated its 40th year in business, and as we head into the New Year and tax season, we continue to be grateful for all our clients that have made the past 40 years possible. While it is a busy time of year for accountants, we always look forward to the opportunity to serve our clients and we thank you for your continued business and support!
Here you will find links to our annual tax questionnaire to assist you with collecting necessary tax documents and confirming relevant figures required to complete your 2023 tax return. To ensure that we completely and accurately prepare your tax return this year, please click here to complete a questionnaire and return it to us with your tax documents. Also below is a summary of key changes in 2023 that may impact your tax position in comparison to 2022. You can also stay up to date on tax law changes and planning opportunities throughout the year by signing up for our monthly newsletters at on our website or by following us on social media.
Please note that we have made some adjustments to our tax return processes. The public accounting industry is renowned for grueling hours during tax season and has been facing a talent shortage in recent years. While many other accounting firms are turning clients away and reducing the number of services they provide, we are committed to continuing to service the communities we live and work in, as well as focusing on attracting, developing, and retaining top tier talent. In order to maintain our high quality standards and keep pricing in line with industry averages, we have been focused on refining our processes. We appreciate your cooperation and ask for understanding with the following changes:
- We are committed to reviewing your tax returns for accuracy and for identifying planning opportunities to reduce your tax liability. This means we will have limited ability to have in-person meetings during tax season, but we would love to plan to meet with you outside of tax season to discuss how we can reduce your lifetime tax liability! As such, we ask for this tax season that you please send us all your documents and workpapers, along with any specific questions or concerns that you may have, and we will provide everything to your team of tax professionals to begin the preparation of your tax return.
- Please provide all of your information, completed questionnaire, and tax documents at one time, preferably in a digital format (Excel or PDF) as soon as they are available. For your convenience, we have invested in a secure portal to upload your documents on our website using our “Client Tools.” If you are not able to provide electronic copies, we are still able to accommodate collecting paper copies.
- Receiving tax documents shortly before the April 15th deadline places a tremendous strain on our team during an already busy season. We are committed to the health and wellbeing of our team members and ask that you understand that if all requested tax documentation is not received by Friday, March 22nd, we may have to file an extension and file your return after April 15th. If this occurs, we will provide you with an estimated payment voucher to remit payment by April 15th, as necessary.
- Once your return is completed, your tax professional will contact you to summarize your return and discuss any questions that arise. We are very excited to announce that this year we have invested in technology to securely and seamlessly deliver your tax returns electronically through SafeSend (additional information linked here). Please provide your preferred email address for communication on the enclosed questionnaire to facilitate this process.
We appreciate your patience and understanding as we implement these new processes and ask that you please be kind to our team members that will be working tirelessly to continue to serve you.
We look forward to helping you soon,