News and Tax Information

Please Bookmark this page for the latest Tax Season information!

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January 3, 2022 – 2021 Tax Packages Information


Your 2021 Tax Season Packages will be distributed before the 15th of January.  We will be sending your Tax package via Smart Vault, so you must activate your new SmartVault account in order to receive your documents.


You will receive two emails.  One will contain your retainer invoice and the other important tax season information and links to three (3) documents: 

  1. Engagement Letter

  2. Questionnaire

  3. Your Personalized Tax Organizer

Please complete all these documents and return them to our office via SmartVault, fax or USPS mail.  For your security, please DO NOT EMAIL these documents


Your engagement letter and retainer must be received prior to our beginning any tax preparation work.

​If you have not activated your SmartVault account, you will receive a reminder today.  If you do not find this email in your Inbox,  please check you Spam folder.  You may also wish to "White List" notify@my.smartvault.comIf your email address has changed since last tax season, you should send an email to with BOTH your new and old email addresses in the body of the email. 

November 28, 2021 – SmartVault is now live!


You should have received an activation email to setup your SmartVault account.  If you have not received this invitation, please check your Spam folder.  If needed, please mark these emails as “Not Junk”.

It is important that you set up your SmartVault account as this is required for us to deliver your 2021 Tax Organizer package.

More on SmartVault may be found on our SmartVault Help page.


November 16, 2021 – Introducing the SmartVault Document Management System

For the 2021 tax season we will be utilizing a new easy to use and highly secure Document Management System (DMS) called SmartVault.  SmartVault will enhance our capabilities to exchange data, manage your tax information and offer the latest security features required by the IRS.

Very shortly you will receive an activation email for your SmartVault account.  It will only take a few minutes to complete the enrollment process.  Please do this as soon as possible.  This 3 minute Getting Started Video will show you how.


October 18, 2021 – Introducing Lisa De Palo

Birkholz & Company is pleased to welcome Lisa De Palo as our new Office Manager.  Ellen Blake is now our Office Support Specialist and will focus on our back-office activities.


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.