Client Portals

With CPA Charge, you can confidently and conveniently manage your payments online. If you need any further assistance, please reach out to soberempt@bhcbcpa.com for support.

1040 Tax Return Preferred Procedures:

To ensure a smooth and efficient tax preparation process, please follow our preferred procedures for organizing and submitting your tax data. Adhering to these guidelines will streamline your tax prep, allowing for quicker turnaround times and reducing the time spent on your return. This will save you money on preparation fees and enable our preparers to focus more on your financial situation rather than chasing down documents.

Tips for organizing and submitting your tax data:

• Collect your tax documents in one location as you receive them (i.e., via paper or electronically) and submit documents to us when the bulk of the documents have been received. If there are stragglers like K-1s that may be issued late, you may submit those when received.
• Please try to minimize sending documents via email, as that is not a secure way to transmit them. Using the Portal for document delivery will streamline the process and decrease turnaround time.
• Fill out the organizer to the best of your ability. The organizer will list your prior year documents; use this as a guide to make sure you are including all the applicable documents. If an account is closed, please note that on the organizer. However, if you are submitting a government document to us, you need not fill out the amounts.
• You can submit your signed engagement letter at the same time as your other documents.
• Whenever possible, please provide native PDFs. Native PDFs are digital documents created directly from electronic sources, not scanned copies. This helps with our data extraction and saves time.
• Returns received after March 31st will be put on extension at our discretion. If your documents are received after this date, our firm cannot guarantee that your return will be complete and filed by the due date.
• Make sure to include all pages of your 1099 tax forms and K-1s.
• Do not put sticky notes on government documents.
• Indicate what estimated and/or extension payments you made to the government and include the amount and date. If you have a verification of the payment, please include that as well.
• No .jpeg or cell phone pictures, please. These add time to preparation because they are not stored in a standardized file format. It is best to avoid submitting these and use only PDF, Excel, or Word file formats.
• When uploading documents, indicate the name of the document.

Non-1040 Engagements

To ensure a smooth and efficient process for non-1040 engagements, please follow these preferred procedures when organizing and submitting your documents. Adhering to these guidelines will help us provide you with timely and accurate responses while ensuring the security and efficiency of our services. Please also follow any specific instructions your BHCB professional provides, as this is just a general guideline.

Tips for organizing and submitting your engagement documents:

• When you receive documents relating to the engagement, please upload them as soon as possible. The quicker we have them, the faster we can respond.
• Whenever possible, please provide native PDFs. Native PDFs are digital documents created directly from electronic sources, not scanned copies. This helps with our data extraction and saves time.
• Avoid submitting duplicate documents to streamline the process and avoid confusion.
• Avoid submitting documents in .jpeg or cell phone picture formats, as these add time to the preparation process due to non-standardized formatting. Use PDF, Excel, or Word file formats instead.
• Minimize sending documents via email, as it is not a secure method for transmission. Use the Portal for document delivery to streamline the process and ensure security.

Following these steps will help ensure a more efficient and effective engagement process.

Tips for organizing and submitting your tax documents via TaxCaddy:

• Upload documents promptly: When you receive tax documents, upload them to TaxCaddy as soon as possible. The quicker we have them, the faster we can respond.
• Provide native PDFs whenever possible: Native PDFs are digital documents created directly from electronic sources, not scanned copies. This helps with data extraction and saves time, ensuring efficient processing of your documents.
• Avoid submitting duplicate documents: Streamline the process and avoid confusion by ensuring each document is uploaded only once.
• Avoid .jpeg or cell phone picture formats: These formats add time to the preparation process due to non-standardized formatting. Use PDF, Excel, or Word file formats instead.
• Minimize sending documents via email: If you use TaxCaddy, all documents and communication should be done through it. Do not submit documents through multiple means. If you do not wish to utilize TaxCaddy, please reach out to us. Use the messaging feature within TaxCaddy for communication.
• Sign and submit the engagement letter: Ensure that your signed engagement letter is submitted through TaxCaddy along with your other documents.

Following these steps will help ensure a more efficient and effective engagement process, enabling us to provide you with timely and accurate tax services.

Tips for organizing and submitting your documents via CCH Engagement Organizer:

• Upload documents promptly: When you receive document requests, upload the necessary files to the Engagement Organizer as soon as possible. The quicker we have them, the faster we can respond.
• Provide native PDFs whenever possible: Native PDFs are digital documents created directly from electronic sources, not scanned copies. These files help with data extraction and save time, ensuring efficient processing of your documents.
• Avoid submitting duplicate documents: Streamline the process and avoid confusion by ensuring each document is uploaded only once.
• Avoid .jpeg or cell phone picture formats: These formats add time to the preparation process due to non-standardized formatting. Use PDF, Excel, or Word file formats instead.
• Minimize sending documents via email: If you use CCH Engagement Organizer, all documents and communication should be done through it. Do not submit documents through multiple means. If you do not wish to utilize CCH Engagement Organizer, please reach out to us. Use the messaging feature within CCH Engagement Organizer for communication.
• Sign and submit the engagement letter: Ensure that your signed engagement letter is submitted through CCH Engagement Organizer along with your other documents.

Following these steps will help ensure a more efficient and effective engagement process for our attestation clients, enabling us to provide you with timely and accurate services.