Dear Clients of SKJ & Company, P.S.
2020 income tax filing season is close. To ensure proper communications with clients and accuracy of our work, we are sharing the information below to help our clients to plan for 2020 tax season.
2020 Tax Season Starting Date
IRS e-file is scheduled to open on 2/12/2021. This schedule is few weeks later than the usual opening date, so please plan your 2020 tax filing accordingly.
In effort to prevent the spread of Covid-19, all communications with clients will be carried out virtually with no physical contacts. This is to ensure safety of our clients and employees, we thank you for your understanding.
If you are new to our firm, please visit our Service Process page for information on the engagement process between clients and our firm. Also, please submit your personal information on New Client Information page.
New Client Information:https://skjcpa.com/new-client-information-individual/
Income Tax Document Checklist
Please find the checklist for 2020 income tax documents. We provide the checklist to ensure we have complete information from clients to prepare their 2020 income tax return, so please complete the form and submit with your documents. The forms are available in two formats: online form and PDF. The online form is fillable online and will be submitted to our office electronically.
Checklist (pdf):Download PDF
Checklist (online form):Tax Document Preparation List
If you want to schedule a meeting for a consultation, please visit our website’s Appointment page. There are two options: phone and video conference (Appointment page:Make an Appointment).
Submitting your tax documents
Your tax documents can be delivered to us electronically through our client portal (NetClient CS) or email. If you must deliver hard copies, the documents can be mailed to our office or dropped off at our lockbox.IMPORTANT: Please deliver all of your documents as a single package to prevent omissions.
Client Portal (NetClient CS)
If you are already signed up for our client portal, the login information remains the same and you can login from our homepage,Client Login. If you forgot your password or have issues with logins, please send us an emailhere. If you are a first-time user, please email ushere. We will set up a new account and send you detailed instructions. Once you login, your documents can be uploaded to File Exchange, located upper-left corner of the main screen. Please delete all prior year documents, if any, before uploading (All prior year documents are backed up to our local server).
If you are mailing hard copies, please mail them to our office:
SKJ & Company, P.S.
23607 Highway 99, Suite 2Aa
Edmonds, WA 98026-9272
Lockbox (in-person delivery)
We have two lockboxesfor document drop-offs: One is located at the building entrance (to the left of the entrance), and the other one is at the entrance to our office inside the building. During our normal business hours, please use the indoor lockboxes. Our building is open from 8am to 6pm and the lockboxes are collected at least once a day by our staffs.
Our target is to deliver complete tax return to clients within 2 weeks from the date we receive complete documents and information. If you have any questions. Please do not hesitate to contact our office. Thank you.
SKJ & Company, P.S.