[showhide type=”links1″ more_text=”What should I bring to my individual tax preparation meeting?” less_text=”What should I bring to my individual tax preparation meeting?”]
You can use this convenient Individual Tax Preparation Checklist to help you get organized.
[/showhide]
[showhide type=”links18″ more_text=”What should I bring to my small business tax preparation meeting?” less_text=”What should I bring to my small business tax preparation meeting?”]
You can use this convenient Small Business Tax Preparation Checklist to help you get organized.
[/showhide]
[showhide type=”links2″ more_text=”What is a client portal?” less_text=”What is a client portal?”]
A secure place for us to exchange information to limit the risk of tax-related identity theft. If you use online banking, access your retirement funds online or your health portal online, you already use a portal!
[/showhide]
[showhide type=”links3″ more_text=”What is tax-related identity theft?” less_text=”What is tax-related identity theft?”]
Tax-related identity theft occurs when someone uses your stolen Social Security number to file a tax return claiming a fraudulent refund. You may be unaware that this has happened until you efile your return and discover that a return already has been filed using your SSN. Or, the IRS may send you a letter saying we have identified a suspicious return using your SSN.
[/showhide]
[showhide type=”links4″ more_text=”What are you doing to guard against tax-related identity theft?” less_text=”What are you doing to guard against tax-related identity theft?”]
Over the past several years, we have invested heavily in secure client portals to minimize your risk and exposure.
[/showhide]
[showhide type=”links5″ more_text=”What is web delivery?” less_text=”What is web delivery?”]
Web delivery is the method we use to share your tax documents with you via a secure internet site.
[/showhide]
[showhide type=”links6″ more_text=”Are there other delivery options?” less_text=”Are there other delivery options?”]
Yes, email and paper delivery.
[/showhide]
[showhide type=”links7″ more_text=”What is my login information? How do I change it?” less_text=”What is my login information? How do I change it?”]
You will receive an email with your login and password information sent to the email address you provided to us. Once you log on, you will have the opportunity to change your login and password.
[/showhide]
[showhide type=”links8″ more_text=”Can I send documents to Cordasco & Company through the portal?” less_text=”Can I send documents to Cordasco & Company through the portal?”]
Yes! The portal offers the capability to upload documents and deliver them securely to us.
[/showhide]
[showhide type=”links9″ more_text=”How will you know when I added them to my portal?” less_text=”How will you know when I added them to my portal?”]
We will receive a notification from your portal and download the appropriate documents.
[/showhide]
[showhide type=”links10″ more_text=”Why should I change my delivery method to web versus paper?” less_text=”Why should I change my delivery method to web versus paper?”]
With tax-identity theft on the rise and our technical capabilities, electing web delivery via client portal is the most effective tool to help ensure your confidential information remains confidential.
[/showhide]
[showhide type=”links11″ more_text=”Can I change my delivery method at any time?” less_text=”Can I change my delivery method at any time?”]
Yes! Contact us directly and we can change it for you.
[/showhide]
[showhide type=”links12″ more_text=”Where will my action items be?” less_text=”Where will my action items be?”]
Your action items will be located in your portal in a folder marked ‘Action Items’. The instructions will be in this folder as well.
[/showhide]
[showhide type=”links13″ more_text=”How will I sign my documents if they are on the portal?” less_text=”How will I sign my documents if they are on the portal?”]
You can sign your documents using your e-signature. Once they are signed by you, we will receive a notification and process your documents. Simple as that!
[/showhide]
[showhide type=”links14″ more_text=”Will I still get a paper copy of my documents?” less_text=”Will I still get a paper copy of my documents?”]
If you elect web delivery, you will no longer receive a paper copy of your documents from us. You will have, however, access to all of your documents to print at your convenience.
[/showhide]
[showhide type=”links15″ more_text=”Can I elect to keep my delivery methods the same or is this mandatory?” less_text=”Can I elect to keep my delivery methods the same or is this mandatory?”]
It is not mandatory, however, clients already using the web delivery method have found this method timely, easy and convenient for receiving and sharing confidential documents.
[/showhide]
[showhide type=”links16″ more_text=”Can I pay my invoice through the portal as well?” less_text=”Can I pay my invoice through the portal as well?”]
Yes! In your portal, you will have a folder marked ‘Ïnvoices’. You will be able to pay your invoice online.
[/showhide]
You can use this convenient Individual Tax Preparation Checklist to help you get organized.
[/showhide]
[showhide type=”links18″ more_text=”What should I bring to my small business tax preparation meeting?” less_text=”What should I bring to my small business tax preparation meeting?”]
You can use this convenient Small Business Tax Preparation Checklist to help you get organized.
[/showhide]
[showhide type=”links2″ more_text=”What is a client portal?” less_text=”What is a client portal?”]
A secure place for us to exchange information to limit the risk of tax-related identity theft. If you use online banking, access your retirement funds online or your health portal online, you already use a portal!
[/showhide]
[showhide type=”links3″ more_text=”What is tax-related identity theft?” less_text=”What is tax-related identity theft?”]
Tax-related identity theft occurs when someone uses your stolen Social Security number to file a tax return claiming a fraudulent refund. You may be unaware that this has happened until you efile your return and discover that a return already has been filed using your SSN. Or, the IRS may send you a letter saying we have identified a suspicious return using your SSN.
[/showhide]
[showhide type=”links4″ more_text=”What are you doing to guard against tax-related identity theft?” less_text=”What are you doing to guard against tax-related identity theft?”]
Over the past several years, we have invested heavily in secure client portals to minimize your risk and exposure.
[/showhide]
[showhide type=”links5″ more_text=”What is web delivery?” less_text=”What is web delivery?”]
Web delivery is the method we use to share your tax documents with you via a secure internet site.
[/showhide]
[showhide type=”links6″ more_text=”Are there other delivery options?” less_text=”Are there other delivery options?”]
Yes, email and paper delivery.
[/showhide]
[showhide type=”links7″ more_text=”What is my login information? How do I change it?” less_text=”What is my login information? How do I change it?”]
You will receive an email with your login and password information sent to the email address you provided to us. Once you log on, you will have the opportunity to change your login and password.
[/showhide]
[showhide type=”links8″ more_text=”Can I send documents to Cordasco & Company through the portal?” less_text=”Can I send documents to Cordasco & Company through the portal?”]
Yes! The portal offers the capability to upload documents and deliver them securely to us.
[/showhide]
[showhide type=”links9″ more_text=”How will you know when I added them to my portal?” less_text=”How will you know when I added them to my portal?”]
We will receive a notification from your portal and download the appropriate documents.
[/showhide]
[showhide type=”links10″ more_text=”Why should I change my delivery method to web versus paper?” less_text=”Why should I change my delivery method to web versus paper?”]
With tax-identity theft on the rise and our technical capabilities, electing web delivery via client portal is the most effective tool to help ensure your confidential information remains confidential.
[/showhide]
[showhide type=”links11″ more_text=”Can I change my delivery method at any time?” less_text=”Can I change my delivery method at any time?”]
Yes! Contact us directly and we can change it for you.
[/showhide]
[showhide type=”links12″ more_text=”Where will my action items be?” less_text=”Where will my action items be?”]
Your action items will be located in your portal in a folder marked ‘Action Items’. The instructions will be in this folder as well.
[/showhide]
[showhide type=”links13″ more_text=”How will I sign my documents if they are on the portal?” less_text=”How will I sign my documents if they are on the portal?”]
You can sign your documents using your e-signature. Once they are signed by you, we will receive a notification and process your documents. Simple as that!
[/showhide]
[showhide type=”links14″ more_text=”Will I still get a paper copy of my documents?” less_text=”Will I still get a paper copy of my documents?”]
If you elect web delivery, you will no longer receive a paper copy of your documents from us. You will have, however, access to all of your documents to print at your convenience.
[/showhide]
[showhide type=”links15″ more_text=”Can I elect to keep my delivery methods the same or is this mandatory?” less_text=”Can I elect to keep my delivery methods the same or is this mandatory?”]
It is not mandatory, however, clients already using the web delivery method have found this method timely, easy and convenient for receiving and sharing confidential documents.
[/showhide]
[showhide type=”links16″ more_text=”Can I pay my invoice through the portal as well?” less_text=”Can I pay my invoice through the portal as well?”]
Yes! In your portal, you will have a folder marked ‘Ïnvoices’. You will be able to pay your invoice online.
[/showhide]
General Questions
[showhide type=”links17″ more_text=”Where are you located?” less_text=”Where are you located?”]
You can find our contact information here
[/showhide]
