Depending on the services provided to you by Keiter, you will have access to portals for secure information sharing. Our portals are meant for two-way document sharing between you and your Keiter client service team.
*Please note that due to AICPA regulations, we are only able to host your secure documents for 365 days from the original upload date. Annually, we will send a reminder when you should review your portal documents and download any copies you may wish to keep.
Questions on how to use SafeSend? Click for a quick tutorial.
| 2024/2025 Tax Season Reminders | |
|---|---|
| 1. What do I need to do with the Engagement Letter? | We need your SIGNED engagement letter in order to prepare your tax filings. |
| 2. When is my tax information due to Keiter? | The majority of your tax information should be submitted by Friday, March 7 or before. Late arriving Schedule K-1s from Partnerships, S-Corporations, and Trusts should be forwarded upon receipt. |
| 3. I completed the organizer, but need help with next steps. | Email assembly@keitercpa.com for assistance. |
| 4. I plan to download my organizer from SafeSend, manually fill it out, and will be mailing it or dropping it off to the Keiter office. | Email your Keiter client service team member or assembly@keitercpa.com to let them know. |
| 5. I normally don't fill out the organizer. | Email your Keiter client service team member or assembly@keitercpa.com to let them know. |
| 6. When is the tax deadline this year? | The tax deadline is Tuesday, April 15, 2025. Your client service team will be in touch if you will require an extension. |
Need assistance with SafeSend or other tax filing concerns? The Keiter Workflow Team is available to provide information to you throughout your service engagement. If you need assistance with portals, document signing, e-filing, confirmations and other financial statement and tax return processing, please reach out to us. We are here to help.
 |
||
| Beth Goldthwaite Office Services Supervisor bgoldthwaite@keitercpa.com |