Many taxpayers are asked to sign their tax returns without a clear understanding of why they owe, why they’re receiving a refund, why their taxes have fluctuated, or how they can improve their financial outcome for the following year.
At Reckenen, we believe in eliminating surprises. Your tax return should simply serve as a receipt for the strategic work done throughout the year to optimize your tax outcomes, including proper withholdings and estimated payments. With us, you’ll gain a clearer picture of your after-tax income throughout the year—ensuring you’re not caught off guard during tax season and helping you maintain financial stability.
Receive Tax Return Package | We send you: ● Engagement Letter ● Tax Organizer/Questionnaire ● Request for Accounting Statements OR access to your Accounting System |
Provide your Tax Information | You send us: ● Signed Engagement Letter ● Completed Tax Organizer and Questionnaire ● Prior year federal and state returns ● Accounting Statements or access to your Accounting System ● Supporting Tax Documents (if needed) |
Relax – Tax Return Preparation (2-4 Weeks) | Your tax preparer: ● Reaches out to you ● Requests clarification and additional information (if needed) ● Prepares your returns and submits for quality review |
Deliver Tax Returns by Due Date | You receive copy of your tax returns from us and: ● If e-filing, sign and return your efile forms to us ● If paper filing, sign and mail your returns to the address provided |
Provide Feedback on our performance | We request your opinion and you: ● Fill our our survey and tell us how we did |
We sent you:
You send us:
Your tax preparer:
You receive copy of your tax returns from us and:
We request your opinion and you:
1. Electronic Federal Tax Payment System (EFTPS) for Businesses
EFTPS is a system for paying federal taxes electronically via the Internet or phone. EFTPS is offered free by the U.S. Department of Treasury. You can obtain information on EFTPS at:
http://www.irs.gov/uac/EFTPS-The-Electronic-Federal-Tax-Payment-System
Functionality and Perks:
Enrollment:
2. “Direct Pay” for Individuals
“Direct Pay” is available through the IRS and allows taxpayers to make tax payments without having to enroll in EFTPS. Information is available at http://www.irs.gov/Payments/Direct-Pay.
Functionality and Perks:
Additional information is available at
Request Copies of your State Tax Returns
Reckenen provides tax, accounting, personal tax, and consulting services to individuals, middle-market, closely held companies, and
non-profit institutions. We offer a sophisticated array of services and capabilities to our clients, combined with the personal attention of
experienced professionals.
1934 Old Gallows Road, Ste. 350, Tysons, VA 22182
1301 Riverplace Blvd., Suite 800, Jacksonville, FL 32207
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