Here at Top Level Accounting, we are continuing to work hard to prepare your tax returns. Please don’t forget about the following important deadlines:

  • The deadline for personal tax documents to be sent to us, in order to avoid filing an extension, is March 20. Please leave us a note in the Client Center, under your personal tax return project, after you upload your personal documents, so that we know to get started.
  • Log in to the Client Center regularly to check for any communication from us. You will see a list of important questions about events that may have happened in 2021. Please answer these questions to the best of your ability. March 31 is the deadline for you to return your personal questions list back to us. Anything sent to us past this date could risk us having to file an extension.
  • We will upload e-file documentation that you must sign once you approve your return. Please check regularly for this request, as we must have your signature in order for us to file your return.

Once again, we thank you in advance for your patience as we work to serve our clients while also completing our work in a timely fashion. Because we are in the depths of tax season, you may experience delays in communication. You can expect for us to pick back up on non-tax-related miscellaneous projects after tax season ends in mid-April. Thank you again for your trust and support!