How to Organize and Send your Tax Documents to GWCPA [Tax Season 2024]

All Tax Returns Have Been Extended [New for 2025]

We were proactive this year, and filed extensions for all business, trust, and individual tax returns (with few and very rare exceptions).

This was part of our proactive approach to retaining the best talent in our profession and providing the best information to our clients rather than rush through the preparation to meet an extendable deadline. #Foresight #Empowerment

The next step our clients might be wondering, is "When will my return be completed?". We're continuing to work through our tax returns in the order received, with an expected 4-8 week turnaround from the day the last of your documentation is received.

Below, I detail the methods for 2025 used to send your tax documents to us.

Electronic Delivery

We use the following technologies for paperless delivery

  1. Business Tax/Bookkeeping Information is sent to us via Inflo

  2. Individual Tax Information is sent to us via TaxCaddy

  3. Electronic documents securely via Safesend Exchange (links in each employee's signature)

  4. Engagement letters and proposals were delivered and signed via Anchor before the season began

  5. Tax Returns are delivered via Safesend Returns for review and signature

If you want to send us documents electronically, contact your preparer to initiate an invite to these platforms.

Paper Documents

If you still want to send us paper, that is still currently ok. All documents go through our processing room, where paper is scanned and routed as appropriate.

Please comply with the following requirements:

1. Remove all Staples and paper clips.

2. Remove documents from the envelopes they arrived in, and do not send those envelopes to us.

3. Remove all receipts – Keep these for your records; we do not need them. You should sum and list these expenses on a memo.

4. Ensure none of your documents have highlighted information with a marker/highlighter – Our scanners cannot read highlighted information.

5. All Broker Statements should be sent electronically from your investor broker to GWCPA to ensure we capture ALL of the required information. Please connect your broker with your CPA.

Paper documents sent to the office will be shredded. A copy of your scanned information will be sent via PDF for your records.

The method for sending us paper is as follows:

a) Private Delivery (FedEx, USPS, etc.)

NEW ADDRESS:

GWCPA 995 North Prince Frederick Boulevard Suite 202 Prince Frederick, Maryland 20678

b) Drop-off Box at Prince Frederick Office

Our office hours are 9-5 on M-Th. We have a secure drop box (similar to the Library) at the office if you need to drop something off after-hours.