Individual & Fiduciary Tax
Individual & Fiduciary
Tax Updates
Individual & Fiduciary
Tax Reminders
Let’s get ready for the Tax Season
We want to wish you and your loved ones a holiday season full of joy and peace. As the year ends, we are preparing for the upcoming tax season.
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You will receive a tax organizer by January 15th
They get released by our software company once the government updates their rules/regulations for 2023 tax season.
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Reminder: DO NOT UPLOAD YOUR TAX ORGANIZER.
(This is for your organizational needs only). -
This season, we’ll be using google sheets vs emailing you as often.
You’ll receive your google sheet link from ARCC Consulting and your tax preparer will walk you through how to use it.
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If you call the office, our admin can also provide you instructions on how to use this sheet.
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Your yearly Questionnaire will also be on this google sheet, allowing you to easily respond/answer.
Gentle Reminders - Individual Tax Tax Return Season is fully underway
We have a few gentle reminders that will greatly help the ARCC Team be as efficient and accurate as possible.
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Upload documents to your Tax Portal per return.
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If you’re uploading documents for someone else in your family (or a friend), please make sure to use their tax portal link, the guest tax portal link, OR Dropbox (and label the document with their name).
Please do NOT upload their documents to your portal. -
Do not upload your tax organizer to ARCC Consulting (this is for your organizational needs only).
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We will only be reviewing the Questionnaire Tax Return that was sent to you via email. Your tax preparer will provide you with a copy if need be.
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Please scan/save your documents per form vs all documents in one pdf. It makes it easy to miss items on our side when all documents are scanned together and/or out of order.
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We encourage you to read the emails sent from your tax preparer. If need be, a 30 min phone/video consult can be scheduled to address your questions/comments.
If you have family members also filing with us, they may have a different tax preparer so please contact the tax preparer who reached out to you/them, as you may not have the same tax preparer. -
Remember your tax preparer may be booked with meetings/consults all day and unable to immediately respond to your email or call. Scheduling helps ensure you get the dedicated time you deserve and eliminates the frustration of phone tag. Allow 48 hours to receive a response from your tax preparer.
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If you have general questions, or a new task, you may call the office or email [email protected].
The ARCC Team is working very hard during this busy season, and we thank you in advance for your patience and kindness to all team members. We look forward to working with you!