Tax Planning

NEW EIG Tax Clients

Online Tax Return Preparation Process

The following steps will take you through a simple, online process to begin submitting your tax preparation information to our team. This ensures a comprehensive tax return and an economic tax preparation fee.

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 receive an email from Intuit Link on behalf of Ellenbecker Investment Group, similar to the one below:

Please note:  You must use the link provided in the invitation email for us to share tax information.  Do not use the button on this page until you have established your online account.

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 Pewaukee 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 an email notification from us when your tax return is ready for review, e-signature and payment. Credit card payment will be accepted. 

EXISTING EIG Tax Clients (we have previously prepared your return)

Online Tax Return Preparation Process

The following steps will take you through a simple, online process to begin submitting your tax preparation information to our team. This ensures a comprehensive tax return and an economic tax preparation fee.

The process is simple and requires only a few simple steps:

Step 1: Receive Email that Your 2022 Portal is Ready and Log Into Intuit Link

If you established an Intuit Link account last year, you will receive an email from us similar to the one below.  Use the same credentials (username and password) as last year to log into your Link account.  You can use the hyperlink provided in the email to log in, or you can use the link provided below. 

Step 2: Sign Engagement Letter & Complete Your Questionnaire

Once you have logged into your Link account, 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 Pewaukee 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 EIG that your tax return is ready for review, e-signature and payment. Credit card payment will be accepted. 

Traditional Tax Return Preparation Process

If you prefer not to use our online option, you are welcome to use the more traditional approach to tax preparation. The following steps will provide some helpful information to make the preparation process as simple and efficient as possible. 

You may bring you tax documents to:

Pewaukee Office: During normal business hours and they will be scanned while you wait.

Whitefish Bay Office:  Please note that we will not have onsite scanning available at our Whitefish Bay office this year.  If you would like to drop off your tax documents at this office, please call 262-691-3200 to make arrangements or use the drop box located on the mezzanine level of the stairwell. All of your original documents will be returned to you when have completed your return.

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.

Step 1: Complete Tax Organizer and Sign Engagement Letter

We prefer that you complete and return our Tax Organizer.  However, it is not required. We think you will find our new Tax Organizer simpler to use and easy to follow, and that it will help you prepare and communicate the information we need to accurately prepare your return.  We do require that each client sign our standard Engagement Letter as part of the preparation process.  If you would like to receive a Tax Organizer and Engagement Letter, please contact our office and we will be happy to mail it to you.

Step 2: Gather and Deliver Your Tax Documents

As soon as you have your tax documents, you may bring them to our Pewaukee office, and we will scan them for you while you wait 10-15 minutes.  We prefer not to retain your original documents, so please plan a few extra minutes when you are ready to bring in your documents.  You will be asked to review and sign our standard Engagement Letter if one is provided with your other tax documents.

Whitefish Bay Office:  Please note that we will not have onsite scanning available at our Whitefish Bay office this year.

Step 3: Tax Preparation Begins

Once all required documents have been received, your tax preparation will begin. Please make sure we have your preferred email address and phone number for timely communication throughout the tax preparation process. We require all documents to be received by March 25th to guarantee timely filed returns.

Step 4: Sign Your Return and Pay for Your Tax Filing 

We will notify you when your tax return is ready for review, signature and payment. Your signature is required on Form 8879.  Once we receive your signature, we will e-file your return.  We will provide you with a copy of your full tax return and an invoice for our services.