Engagement Letters
(Due Prior to any work being completed.)
-
This document is NEEDED ideally before we begin work and from all clients this year. Please return the signature page ASAP.
-
Personal Tax Engagement Letter (LINK HERE)
Client Organizers
(Due prior with tax work papers.)
-
Client Organizers will be mailed out end of December to those who have filled them out in the past.
-
New Client Organizers will be provided upon request or you can use the checklist (LINK HERE) to assist you in gathering your documents.
-
Upon request, we will send your Organizer, password protected, via email.
-
Please contact Info@KimmelTax.com.
1099 Issuance
(Due Jan 31, 2023)
-
Did you pay anyone for services over $600 for business or rental property this year? You are REQUIRED to issue them a 1099-MISC.
-
Included in this group:
-
Independent Contractors​
-
Child Care Providers you pay directly
-
Home Health Providers you pay directly
-
-
Exception: if you paid these anyone with a credit card.
Electronic Filing of Individual Tax Returns
-
Please make sure we have your 2022 Tax Information no later than March 20, 2023.
-
WE must have the following before we will eFile your return:
-
Signed Engagement Letter
-
Signed eFile Forms
-
Invoice Paid
-
​​​
-
-
​