Preparing 2024 Tax Returns

Benefits of filing your taxes using your CFG Tax & Accounting client portal.

We promise the virtual process will not negatively impact the level of service you've come to expect from our team. Here are a few perks of using our online tools:

Save time and trees by uploading your tax documents to our secure portal - no driving across town in unpredictable Michigan weather or printing out pages of a tax return you never look at.
Sign documents securely and easily with our electronic signature capabilities.
24/7/365 access to your tax returns via our secure client portal. This makes sending an electronic file to anyone a breeze!

For tax year 2024, you must complete a client questionnaire and sign our engagement Letter.

Our questionnaire will assist you in assembling your 2024 tax information and help us prepare your return accurately. The questionnaire and engagement letter can be completed in your client portal and paper copies are available for pick-up in office. We cannot begin work on your 2024 return until we receive your signed engagement letter and the completed questionnaire.

How do I get CFG my tax information?

You can send your 2024 tax information electronically via your client portal, drop it off through the mail slot to the right of our our office door, or mail.

Can I schedule an appointment to have my taxes done?

We understand you may want to personally discuss major changes to your 2024 tax situation and therefore we offer both zoom and face-to-face meetings. Because these appointments are limited, we ask that you request an appointment only if you've experienced a major change to your 2024 tax situation. To discuss expected changes for the 2025 tax year, please schedule a tax planning appointment after June 1st.

How will I receive my completed tax return?

Your completed tax return package will be provided to you in electronic format thru secure portal, unless a printed copy is requested.

Thank you for your continued support; we look forward to serving you in 2025!