The 2024 tax season is upon us, and we are excited to announce the adoption of two new products in our practice. These products are designed to enhance your experience and streamline the submission of documents needed to prepare your tax returns. Please expect communications from the email addresses noted below soon along with additional guidance.
New Engagement Letter Distribution and Collection
Simplified E-Signing of Engagement Letters and Consent Disclosures.
Look for emails coming from RHEL@reesehenry.com, add this email to your safe list to prevent from being categorized as spam or junk.
SafeSend Gather/ Tax Organizer
Electronically respond to our Questionnaire and Organizer.
Upload Tax Source Documents against a check list (generated from your prior year tax return).
Look for emails coming from noreply@safesendreturns.com, add this email to your safe list to prevent from being categorized as spam or junk. This email address is the same email the system used for e-delivery of your tax returns in the past.
This replaces the paper organizer sent in past. Should you wish to receive a copy of the paper-organizer please let us know and we’ll get one in the mail.
How It Benefits You
Efficiency: Improve turnaround time in collecting and gathering necessary documents to prepare your tax returns.
Security: Increased security around the sharing of your confidential tax documents.
Thank you for your continued trust in Reese Henry & Company.