TO OUR VALUED CLIENTS 

 A MESSAGE 

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 2022 Tax Return Preparation.  Please read this page in its entirety.

Tax Preparation

OPTION 1 - Submit digitally, by mail or by drop off

  •  Cornerstone Accounting will no longer be accepting tax documentation via email. If you'd like to send your documents digitally, you must send your documents via secure portal. See here for more information on our secure portal. If you do not have a portal account with us, please email us at taxfile@casacct.com or call us at 443-328-6609 to set up you account.

  • USPS Mail, FedEx, UPS (we recommend sending any tax information by FedEx or UPS due to USPS delays)

  • Fax to 443-398-8311

  • Drop off to our office during our business hours (Monday - Friday, 8:30am - 5:00pm). You do not need to call prior to drop off. As long as we are here, you are welcome to come by!

OPTION 2 - Schedule An Appointment

We will no longer be emailing tax returns to our clients. If you would like to receive your tax return electronically, it will only be sent via secure portal. See here for more information on our secure portal. If you do not have a portal account with us, please email us at taxfile@casacct.com or call us at 443-328-6609 to set up you account.

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.

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 24, 2023 (filing deadline: March 15, 2023)

  • Individuals/Trusts/Estates: March 31, 2023 (filing deadline: April 17, 2023)

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. Cornerstone's filing fee for any type of extension is an additional $75. 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.

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

Business Owners

Please see our business section here  for more information.  

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

Sincerely,

The Cornerstone Accounting Staff