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Preparing 2023 Tax Returns

​We must receive all of your 2023 tax year information by March 29, 2024 to ensure that your return will be completed by the due date of April 15, 2024.​

 

Benefits of filing your taxes virtually with CFG Tax & Accounting

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 on your computer or mobile device 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 your mortgage lender or financial advisor a breeze!​

 

Due to Federal and State Regulations, we are required to have you complete a 2023 Year-End Client Questionnaire and sign our 2023 Client Engagement Letter.

  • Our questionnaire will assist you in assembling your 2023 tax information and help us prepare your return accurately.  The Questionnaire and Engagement Letter are available in your client portal.  We will not begin work on your 2023 return until we receive your signed engagement letter and the completed questionnaire.

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How do I get CFG my tax information?

  • You can send your 2023 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 2023 tax situation and therefore we are offering a limited number of meetings, both video 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 2023 tax situation.  To discuss expected changes for the 2024 tax year, please schedule a Tax Planning appointment after June 1st.

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How will I receive my completed tax return?

  • We will no longer be providing paper copies of tax returns. The 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 2024!

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