2024 Tax Information

As we enter the 2024 tax season, we encourage all our clients to review our document submittal process and return issuing procedure.

We welcome you to call the office, should you have questions or need assistance.

PLEASE REVIEW THE FOLLOWING INFORMATION REGARDING THE 2024 TAX SEASON

Visit our website at www.casacct.com for Portal Access, Checklists, Client Information Forms, and more….

FILE YOUR 2024 TAX RETURN IN 3 EASY STEPS:

1.      Confirm access to your secure portal

• Visit the Client Portal tab on our website to access your account. 

• New portal activation requests & password resets can be made on our website or by calling the office at (443) 328-6609.

2.      Submit your tax documents

• Upload a completed Taxpayer Information form and all corresponding documents (at once) to your portal. Taxpayer Information forms are available on our website under the Tax Preparation tab.

• Documents will also be accepted by fax, mail or drop off (in lieu of electronic upload).  You may come in anytime during business hours to drop off documents; appointments are not required. We do not accept emailed tax documents.

• Original documents submitted to our office will be returned by mail after April 15th.  

3.      Sign your Efile sheets and pay your invoice

• Completed returns will be issued through the portal.

• An emailed notification will be sent when your return is completed. 

• Login to your portal to download your return, sign your Efile sheets, and pay your invoice.

• Receipt of signed Efile sheets and fulfillment of your invoice is required prior to filing.

OFFICE APPOINTMENTS:   An appointment is not required to complete your return.  Should you need to speak to your assigned tax preparer, appointments (either in-person or by phone) will be available on weekdays in February & March. Tax return reviews with your preparer will also be offered after your return has been completed.  Please call the office at (443) 328-6609 for availability and scheduling.

DEADLINES AND EXTENSIONS:   Extensions are filed free of charge to clients who meet the following document submittal deadlines:

Corporations/Partnerships – February 24, 2025 submittal to meet the March 15, 2025 deadline

Individuals/Trusts/Estates – March 21, 2025 submittal to meet the April 15, 2025 deadline

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Important Notice: Extension filings do not postpone the financial obligation deadline, rather ONLY the filing deadline.  If you have been placed on extension and believe you owe, please call our office prior to April 15th to request a payment extension voucher.  Additionally, failure to make 2024 estimated payments indicated in your 2023 return may result in penalties and interest.  Please inform us of all State and/or Federal estimated payments made on your completed Taxpayer Information Form.