As we work through another tax season, the Cornerstone staff would like to extend warm greetings to all of you!

Below you will find information regarding your 2023 Tax Return Preparation.  Please read this page in its entirety.

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Tax Preparation

Document Submission

•  Upload all your documents (at once, if possible) to your secure portal.  See here for more information on our secure portal. If you do not have a portal account with us or need a password reset, please place your request through the Client Portal tab, email us at taxfile@casacct.com or call us at 443-328-6609.

• Mail your documents via USPS, Fed Ex, or UPS.

• Fax your documents to us at  443-398-8311.

• Drop off your documents to our office during our business hours (Monday - Friday, 8:30am - 5:00pm). You do not need to call prior to drop off.

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Appointments

• Brief 20-minute appointments will be offered to clients Tuesday-Thursday in February and March for those who require a meeting.  Please call our office (443-328-6609) at your earliest convenience if believe you are in need of an appointment.

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All completed tax returns will be issued through our Secure Portal.  Paper copies will be available upon request only; additional assembly and shipping fees will apply.  Please email us at taxfile@casacct.com or call us at 443-328-6609 if you need assistance accessing your portal documents or would like to request a hard copy of your tax return.

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Tax Organizers

If you would like a personalized tax organizer, please reach out to us via email or phone. Tax organizers are sent exclusively via secure portal.

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Deadlines

To ensure that your return is filed prior to IRS and State deadlines, we must receive your final tax information by the following deadlines:

• Corporations/Partnerships: February 23, 2023 (filing deadline: March 15, 2023)

• Individuals/Trusts/Estates: March 25, 2023 (filing deadline: April 17, 2023)

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If you are unable to meet these deadlines, contact our office as soon as possible to request an extension of time to file. Please be aware that even under extension, the IRS may still apply penalties.  If you believe you will owe a balance to the IRS and/or State, please bring that to our attention - you can reduce or avoid additional penalties by sending in a payment with your extension.

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For more information on deadlines, please click here to view our calendar.

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Business Owners

Please see our business section here  for more information.  

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As always, thank you for your trust and patronage of our firm.

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Sincerely,

The Cornerstone Accounting Staff

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