Important Changes Related to the Preparation of Your Individual Income Tax Organizer

As we reflect on what we learned from a turbulent 2020, we acknowledge and appreciate the important role technology played in allowing us to quickly adapt to a work from home environment in the heat of the Coronavirus pandemic. In the spirit of continuous improvement, we have identified an area that caused delays in processing of our clients’ individual income tax returns this last year.

As such, we have made the decision to transition our Individual Income Tax Organizer process to make it completely electronic for this upcoming filing season. To facilitate this change, we will be utilizing a program called SafeSend Organizers. SafeSend is new to our firm, and we will also utilize this to securely deliver electronic copies of tax returns.

Implementing SafeSend Organizers will allow us to complete the tax return preparation and delivery process in a completely paperless and secure manner from start to finish.

• You will receive an email from OLSEN, HENDRICKS & WEBSTER at noreply@safesendreturns.com. Add this email to your safe list to prevent it from being categorized as spam or junk.

• If you do not see an email, please check your Spam or Junk Folder.

• For the best experience, we recommend using Google Chrome.

The benefits of this new electronic organizer process include:

• Increased security around the sharing of your confidential tax documents.

• An improved turnaround time in preparation of your tax return — we will no longer have the delay of information being routed through the mail, and we will have immediate access to documents without having to provide consideration to an unexpected work from home environment.

• Simultaneous access to the same tax documents — you will retain a copy of all information you provide to us through the software, which means you will not have to wait for us to process and return any documents to you that you may need as we complete your tax return.

• Automatic archiving for up to 6 years of returns in the same location.

• The ability to sign your returns in the system.

•   A dashboard page showing the total amount of your refunds or tax obligations owing.

• Links within the system to federal and state payment pages for quick online payments

• Automatic estimated payment reminders.

These electronic organizers will begin rolling out soon. If you have any questions or concerns about which email address we have on file for your account, please reach out to Stacey Olsen, our Customer Service Coordinator at stacey@olsencpa.com, and we will make sure we have the correct information on file.

While we acknowledge that a transition of this sort may seem daunting and will likely not occur without some hiccups along the way, we do believe that this change is necessary to continue providing the quality service our clients have come to expect from us. Please let us know if you have any feedback along the way.

Wishing you and your family a happy, healthy, and prosperous year!