2022 Tax Preparation

GREETINGS & HAPPY HOLIDAYS FROM CORNERSTONE ACCOUNTING SOLUTIONS

Please review the following information in preparation for the 2022 Tax Season. We encourage you to explore this website for answers to commonly asked questions. General information, deadlines, portal requests, and downloadable forms are available within various tabs of this website.

2022 TAX RETURN PREPARATION

•Option 1 - (PREFERRED): Upload your documents to our SECURE PORTAL. Activation requests for existing clients can be found on our website under the ‘Client Portal’ Tab. Call our office or email us at taxfile@casacct.com if you need assistance with the Portal Set-Up. Documents must be uploaded in PDF FORMAT. Please do not upload photos as JPEG’s because they are difficult for us to read. Mail, Fax, or Drop-Off of documents is also acceptable. Paper documents MUST BE FREE OF STAPLES.

Emailed submissions of personal documents will NOT be accepted! Attachments will NOT be opened! Our secure portal is the ONLY acceptable means to submit documents electronically.

•Option 2 - In-Office: If you need to schedule an appointment, call us at (443) 328-6609 at your earliest convenience. Appointments are available every Tuesday, Wednesday & Thursday, as well as Saturdays in the month of March. These are consult appointments only -- your return will be completed and returned in the order which your complete documents were received.

The Taxpayer Information Form MUST be completed and submitted to us to successfully complete your 2022 Tax Return. Additional Taxpayer Information Forms are available for download under the ‘Tax Preparation’ tab.

DEADLINES

To meet Federal & State deadlines, we must receive your final tax information by the following schedule:

•Corporations/Partnerships – February 25, 2023 to meet the March 15, 2023 deadline

•Individuals/Trusts/Estates – March 30, 2023 to meet the April 17,2023 deadline

YOUR RETURN WILL NOT BE FILED UNTIL WE RECEIVE YOUR SIGNED EFILE SHEETS.

PLEASE return your signed E-File Sheets to Cornerstone in a timely manner!

Please be advised: Failure to make your Estimated Payments may result in penalties. You are responsible for making these payments. If you are unable to meet the deadlines referenced above, YOU MUST CONTACT US to request we file an extension on your behalf. You must make tax payments for any projected tax obligation at the time of the extension. Cornerstone’s fee for filing any type of extension is an additional $75.

Thank you for your continued trust and patronage of our firm. We wish you and your family a joyous holiday season and a very prosperous New Year.