News and Tax Information

Please Bookmark this page for the latest Tax Season information!

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February 12, 2021 - Introducing eSignaures powered by DocuSign

This year you can expect to receive your Tax Return documents for review and signatures via DocuSign.  DocuSign's proven, secure technology will simplify signing and returning your documents.  

While the signature process is quick and easy, you still are responsible for reviewing the accuracy of both your tax documents and the banking institutions listed in the Financial Summary.  

Please use the link at the top of this page to learn more about how eSignatures with DocuSign works.

January 14, 2021 – Your 2020 Tax Package is on the way!

The 2020 Tax Packages were sent via E-Mail yesterday.  If you do not see this in your Inbox, please check your Spam folder before calling the office.

 

Thee included documents are generic, and we ask that you complete one set for each Tax Return your family will be filing.  You may download your personal 2020 Tax Organizer from our secure web portal.

Please sign and return the Engagement Letter as soon as possible.  You will receive an invoice for your Retainer Fee shortly after we receive your Engagement Letter.  We need your Engagement Letter and Retainer paid as a commitment to prepare your returns and will not begin processing until both are received.

We hope you will submit all your documents electronically via our portal.  Please take some extra time to verify the accuracy of all your contact information, especially your E-Mail address.  You may use the “Contact Us” button on the Home page to update your information.

August 1, 2020 - We are pleased to announce that Birkholz & Company has transitioned our invoice processing from PayPal to Intuit QuickBooks. Intuit is a trusted partner, and you can rest assured that your payment will be securely transacted using the link in your email. 

 

For optimal security, we suggest you perform all payment transactions from your home or office computers and do not use public WiFi.  Confirm that the link shown in the internet address bar has a lock icon on the left and the web address begins with < HTTPS:// >, which indicates your information is encrypted.  This suggestion applies to all online shopping.

 

Please update your email address, if needed, by clicking the “Contact Us” button on the Home page.