KKCPA

We can most efficiently prepare your taxes without an appointment. Send your documents to us and we will prepare them. You have a number of choices: Digitally send documents through ShareFile (our preferred method). Then, email your accountant when you are done (https://kkcpa.sharefile.com/Authentication/Login). If you have large files, please compress them into a ZIP file! For instructions on this, please visit this link. Email documents directly to your accountant. Text smaller documents to our phone number, 414.939.9000 Drop off documents at the office or deposit them in the back door slot (the wooden door at the end of the hall). Send your documents to us through the mail. If you desire or require an appointment, an office visit or video call requires a fee in addition to the tax preparation fee. Please note that during tax season, appointments require a larger fee.

A tax organizer. KKCPA emails one for each personal client before tax season. You may find our generic ones on our site under “Get Organized!”

We will drop a copy of your return into the Sharefile or email it to you if you are not using Sharefile. Please download and save a copy of your tax preparation. Beginning January 2021, clients will be billed $30 for returns printed and sent through the mail.

It depends. The duration is dependent upon the complexity, organization, and timeliness of your tax paperwork. A well-organized, early submission, results in the lowest fees and fastest completion times. We complete returns on a first come first serve basis. Exceptions are made for emergencies that may arise, like needing tax paperwork to close on a house. In general, it takes 10 days to three weeks for us to complete returns.

If your return is essentially the same as previous years, we will submit it to the Department of Revenue and the IRS without contacting you. For other clients, we send a copy of your completed return through ShareFile or email along with an email or text, asking for your approval, before sending it to the IRS. If we do not hear from you within a few days, we submit the return. If you have not heard from us in a month, please call!

We will send you a copy of the tax forms before we file. This packet will also include estimated payments, your estimated refund, and more. It is highly advised that you review the packet and that you keep a copy for your records.

For federal income tax returns, please visit www.irs.gov/refunds and click the box that reads, CHECK MY REFUND STATUS. Fill in the form. For state income tax returns, please visit https://www.revenue.wi.gov/Pages/Apps/TaxReturnStatus.aspx and enter your SSN and refund amount.

There can be a charge for us to send a past tax return via email and a $30 for a paper copy sent through the mail. If you need your information sent to multiple recipients via mail, the charges will increase.

Most tax work can be done without an appointment. However, new clients or clients with complex returns should call the office to schedule an appointment. If you prefer an in-office or video appointment to get your tax work done, a charge will be added to the cost of your tax preparation.

Yes. To add media follow these steps: 1. Enter the app’s Settings 2. Click on the “Manage FAQs” button 3. Select the question you would like to add media to 4. When editing your answer click on the camera, video, or GIF icon 5. Add media from your library.

Pull into “Visitor Parking Valet”, just south of our front door on Water Street or at the structure at 209 E Mason, get a ticket and we will validate it for you upon mention. If you are dropping off documents only, please mention that to the valet.

The cost of tax preparation depends upon the complexity of your tax preparation, how organized your documents are, and the amount of communication and engagement needed to complete the return. The more prepared and concise you are, the lower the fees! For a scheduled tax appointment, there will be a fee added to your tax preparation cost. If you are a new client and want an estimate, provide us with your return from the previous year so we can see what was involved, if your situation will be remaining the same. Although we will do our best to estimate, we will charge based on the above variables when we do your return. Business consultations are estimated at $225.

Organize your paperwork — digitally or physically! We strongly recommend that you use our tax organizer! Have your financial transactions tallied and in categories, in a spreadsheet Be timely! Get your documents to us as soon as possible. Tax preparation rates increase as the tax deadline approaches Have your questions ready and note any major business and life changes that will affect your return Allow our accountants to prepare your tax returns without an appointment

You may pay over the phone using any major credit card, mail a check to: KKCPA, 735 N Water Street STE 930, Milwaukee, WI 53202, or stop in with cash. Payment is due upon receipt unless other arrangements are made. We reserve the right to charge interest on balances delinquent beyond 30 days. Your account MUST be in good standing before we will perform additional services for you.

Yes! For every new client you refer, you will receive a $50 credit at the end of the year to be used for future services.