CURRENT CLIENTS
It’s tax time! Please complete the following 3 Steps to be added to the queue:
STEP 1
FILL OUT A TAX ORGANIZER :
Shift has created Tax Organizers for Individuals (this includes Sole Proprietors, Single Member LLCs, Contractors and Rental Property Owners), Partnerships and S-Corporations. Our fillable Organizers are available online via Cognito Forms! We highly encourage you to use the online forms. They are quick and easy. You can save your work as you go, so you can complete the info in more than one session if you need to.
*We STRONGLY encourage you to scroll down to the fillable Organizers. If you prefer to use paper, we have PDF versions. You will have to download, print and fill out manually. Click HERE
It’s not necessary, but we are happy to offer 30 min tax drop-off meetings. Each preparer has a different schedule so check out their Calendly using the “Book with…” links below. If you think you need a drop-off meeting, please make your appointment as soon as possible since we tend to book up fast. (The schedule link is “live”, but it is only for Current Shift Clients. If you are unsure if that’s you, please email hello@shiftaccountingllc.com to find out.)
Steps 2 and 3
Get your tax documents to Shift! You can either upload your tax documents to the Client Portal OR drop off/mail (contact your preparer directly re: address). Then, email your preparer to let them know you are ready to be added to the queue!
Link to the Client Portal can be found on the top bar of the website
Once your tax preparer has ALL of your documents you will be added to the queue. Each client is added based on the date the information is received. Your tax preparer will communicate directly with you to ask questions, etc. Once your tax return is complete, your tax preparer will let you know to either schedule a 15-minute pickup appointment or finish remotely via the secure web portal.