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.