Over the past year, we have been evaluating a new way of collecting tax information and preparing annual tax returns for our clients. The pandemic has given all of us an opportunity to become more familiar and more comfortable with technology in our daily lives – now we will use that technology to complete your tax return preparation. We are pleased to introduce new processes this year that will allow you to share information from the convenience and safety of your home. Additionally, you will be able to electronically sign your returns and process your payment via credit card. We encourage our clients to activate the new procedure by accepting our email invitation. A message from Sandra Geisler, CPA, EIG Tax Planning Director:
The process is simple and requires only a few simple steps:
Step 1: Establish an Online Account
EIG will be using Intuit Link to collect tax information from clients. Intuit Link is a secure online portal for you to connect and deliver tax documents to us for completion of your tax return.
You will be receiving an email from Intuit Link on behalf of Ellenbecker Investment Group, similar to the one below:
Step 2: Sign Engagement Letter & Complete Your Questionnaire
Once your new portal is established, you can electronically sign your Engagement Letter and answer our Tax Questionnaire. The Questionnaire is a condensed version of our traditional Tax Organizer.
Step 3: Send Us Your Tax Documents
As soon as you have your tax documents, you may upload digital versions from home.
If you are unable to scan your documents, you may bring them to our office, and we will scan them for you while you wait 10-15 minutes.
Step 4: Sign Your Return Electronically and Pay for Your Tax Filing
You will receive a notification from Intuit Link that your tax return is ready for review, e-signature and payment. Credit card payment will be accepted.
This new process will keep all of us safer through these challenging times. If you have any questions or concerns about how our new process will affect you, please contact us to discuss how we can help at (262) 691-3200.