Tax Season Resources
2022 Tax Season with Knoble Ingle
We are here to help remove the stress of tax season! We have provided Tax Season Resources on the left to help you prepare and navigate this year's compliance process with ease. Be sure to read about the deadlines!
NEW! Red, Yellow, Green Tax Deadlines!
IRS deadlines are complex enough; getting information to us timely so that we can help you meet those deadlines adds another layer of complexity! We want to provide you with ample time to review your returns and ask any questions prior to your returns being filed. So, we created the Red, Yellow, Green Tax Deadlines! We included deadlines for the Initial Due Dates and for Extended Due Dates.
GREEN
Tax return done prior to the due date with plenty of time to review prior to filing.
YELLOW
Tax return possibly done on the due date, without ample review time, should extend.
RED
Tax return will not be done prior to or on the due date and must be extended.
Tax Organizer Status
Has your organizer been sent yet? When will you receive your organizer? Check the status of organizers here where we post updates as organizers are edited and then, distributed.
Because of the late tax law changes (12/27/2020), this organizer page was not available when sent to our clients. Use this resource to provide us with stimulus checks received.
What do I do? How do I do it?
No matter the return type, the process is essentially the same. An overview is below and we added additional details and resources on the left for more information. Please call our office if you have questions.
We keep adding content to help you navigate this tax season, so check back!
Information
We need certain documents to start a client's tax return. We must have a signed engagement letter and a completed questionaire to begin. We ask these to be included with the other individual, business, trust or estate, or not-for-profit income tax information.
We will contact our cients with any questions after we receive these items. If clients need to send us additional documents, we strongly suggest using file exchange on their portal; faxing information to us, or deliver information directly to our office.
Prepare, Review, Deliver
Whether it is a Red, Yellow or Green date, we record the date all client information is fully received by us and then schedule preparation of the tax return.
After preparing the tax return, a partner performs a quality control review to ensure the return is accurate based on the information our clients provided. This also provides us time to focus on potential income tax saving opportunities.
Finally, we deliver our client's tax returns either electronically through their portal or on paper in person at our office.
Bill Payment & Filing
Once we receive a signed e-file form (8879), and payment of our invoice, we will electronically file the tax return. If a client requested a paper income tax return, they must sign the return and send it per the included instructions to properly file it -- we do not file paper tax returns.
Clients may send us signed Form 8879's through file exchange on their portal, through fax or bringing it in person. For individual income tax returns, if we have separate email addresses for both the taxpayer and spouse, returns may be signed electronically!
Please do not email us your information! It may contain your personal identity information and email is not secure! Delivery in person, sending a fax, or using File Exchange on your portal is a more secure method.
Amending Income Tax Returns
We can amend income tax returns for you. We typically do this outside of tax season depending on the circumstances. Read more about Amending Tax Returns.
Prior Year Income Tax Returns
Circumstances may arise that cause you (or someone for whom you provide care) to miss income tax deadlines. We can help you with prior year income tax returns outside of tax season. Read more about Prior Year Tax Returns.