- January 20th - Organizers for all clients distributed
- January 30th - IRS starts accepting certain individual returns
- January 31st - All information forms (W-2's, 1099's, 1098's, etc.) due to recipients
- February 15th - Business tax information due to BOK Accounting
- March 1st - Personal property returns due to their respective counties
- March 15th
- C-corporation and S-corporation returns and extensions due
- Individual tax information due to BOK Accounting
- Partnership tax information due to BOK Accounting
- March 31st - All payer copies of information forms due to IRS
- April 15th - Partnership and individual returns and extensions due
Individual Tax Return Clients
As of January 14th, all organizers will be distributed for returning clients for this
tax season. Organizers for clients new for the 2012 tax season will be distributed by
January 20th. We are pleased to be able to get these out well ahead of schedule and
even earlier than last year! If you have not received your web organizer (or .pdf
format if requested), please contact our office immediately and we will make sure to
get another one out to you right away. When logging in, you will see many improvements
to the client portals including a flat navigation system. In addition, if you are a new
client and have not provided us your Tax Identification Number yet, you will need to
set up your password. If you have any issues at all either accessing or using the Web
Organizer or other areas of our website or portal, please let us know. There are
tutorials available on our website home page at www.bokaccounting.com.
To ensure a timely return
, complete and accurate tax return
information is due in our office on or before March 15, 2013
. If information is
received after this date, it is likely your return will be extended. The IRS will begin
accepting individual returns January 30th. Returns with certain forms will likely be
accepted at the end of February or beginning of March. We plan to proceed normally with
our normal tax season schedule but might not to be able to e-file your return until the
IRS system is fully updated. Please remember that onsite appointments are optional. We
love to see your smiling faces, but also have many options for you to provide us your
data remotely if this is more convenient. If you would like to schedule an appointment,
please contact email@example.com with the request. It is very important to us to
have open communication with all of our clients and make the information gathering
process as smooth as possible. Please do not hesitate to contact us with any
Business Tax Return Clients
You should be receiving an engagement letter containing an information request within
the next few days. If you have not received anything by that time, please contact our
office immediately and we will make sure to get another one out to you right away. We
recommend that all new business clients schedule an appointment in our office.
Information for calendar year S-corporations and C-corporations (including LLC?s taxed
as either entity type) is due in our office on or before February 15, 2013
Information for partnerships (including LLC?s taxed as partnerships) is due in our
office on or before March 15, 2013
. If information is received after these
respective dates, it is likely your return will be extended. Please note that when a
business return is extended, this often leads to an extension of the individual
shareholder/member returns as well. If you are unsure of your filing type or the
information you need to provide, please do not hesitate to contact us with any
Web Organizers and Return Filing/Delivery
We want to thank you so much for using our web organizer and data upload area within
the secure client portals. We are thrilled to be able to offer you multiple ways of
gathering and providing your data to fit your needs. Please know that if you are having
trouble using the organizer in any way or feel it is impeding your progress instead of
furthering it, we are here to help you find a solution. This method is by far the best
and most efficient way to provide the data and helps us keep fees reasonable, but if
it?s not working for you then let?s talk. Also, remember you can upload your documents
to your secure file exchange area for our viewing. Please visit our website for more
FAQ?s on the web organizer and portal system that will help you answer your questions
quickly and concisely. If you know you would like an alternative delivery method (.pdf
e-mailed to you), please contact us right away.
We are mandated by federal law to e-file all current tax returns unless a particular
exception is met. When your return is completed, you will receive a form to sign that
authorizes us to file your return electronically on your behalf. In addition, as part
of our paperless initiative, we deliver the client copies of your returns to your
secure file exchange. This is a convenient and secure location for you to access your
tax returns 24/7 whenever you need them without having to request a copy from our
office. If you would still like a paper copy of your return, please let us know in
advance when you provide us your tax data. Paper copies will incur a $25 per return
charge. Return copies posted to your portal are free.
Receipts Piling Up?
You know that the staff at BOK Accounting loves to scan! We truly believe it is an
efficient way to comply with the record-keeping guidelines and keep your client files
organized and complete.
We want to share with you a tool that we have found extremely useful. Even though we do
most of our scanning and document management in house, there are still those pesky
little receipts we must keep to maintain accurate records for our own business or those
valuable business cards that our clients and other contacts give us that could easily
get misplaced as time goes by. For these items, we recommend Shoeboxed.com
we love it. In addition to having just a great idea that saves us all time and money,
also has great customer
service and different plans to fit your needs as well as mobile integration
functionality. We have used this service for a couple of years now and are extremely
happy with it. Imagine if all of your tax documents that you provide to us were already
scanned and organized when it came time to gather them...just imagine.
Personal Property Returns
Personal Property Returns are due to their respective counties on March 1, 2013
Most businesses will receive these forms in the mail this week if they have not been
received already. If you haven?t completed yours and need assistance, please let us
know as soon as possible. We provide this service and if you are a tax or accounting
client, can easily produce an asset report to assist with the preparation.
Information Return/Payroll Year-End Tasks
While we leave most of the payroll tasks to our trusted partner, Paychex, we are
available for assistance with certain year-end information returns payroll forms. In
the past, we have assisted many of you with the preparation of 1098/1099 forms as well
as W-2?s for those clients with household employees or who are not utilizing Paychex.
For Paychex clients, W-2 and 1099 processing is part of your service for all employees
and vendors who you pay through regular payroll. We will be sending out separate
correspondence on this service that will include a template we use to prepare these
forms. Should you wish for us to get started ahead of this subsequent communication,
please contact our office as soon as possible.
: A copy of this newsletter and other important
information will be both posted on our website and available in the Shared Documents
folder of your NetClient portal by the end of the week. This information includes a
tutorial for using your Net Client Portal to upload and retrieve documents as well as
new policies regarding return delivery in line with our paperless initiatives.
Keeping Updated With News and Information
At BOK Accounting, we strive to keep you apprised of recent tax law changes, other
noteworthy news items, as well as any updates to our own policies and procedures based
on professional regulations or simply our desire to serve you better. On our website,
we post daily as well as monthly newsletters containing the items that we think are
most relevant to our client base. In addition, we regularly post information and
article links on both Facebook
so please make sure to ?Like? and
?Follow? us and take advantage of our social media presence!
We are very excited about our staff this year! Please know they are all committed to
making sure you have the best client experience possible.
is our primary staff accountant and many of you will be hearing
from her throughout the tax season. Nancy came to us with a glowing recommendation from
a previous staff member. She is knowledgeable, friendly, and very thorough and we hope
to get her integrated in more client relationships this season so you can enjoy her
skills and hard-working nature as much as we have.
is our amazing office manager. Amie serves many clients in our
shared office space and many of you have had the pleasure of speaking to her and
meeting her. Amie is the front line for all incoming phone calls and office visits and
is excited to be able to work with all of you. Amie was the assistant office manager
for Barbara Watkins prior to her departure so she was trained by the very best and we
are fortunate to have her.
You may at times be contacted by other contractors or internship staff that we utilize
during the busy times, but we do try to make sure you have a consistent stream of
We look forward to an absolutely amazing tax season this year.