Each year we look at our past tax season and find ways to improve and assist you. You can use the “Tax Organizer and Document Request” file below to help you collect the information needed to prepare your income tax return. The Unreimbursed Employee Expenses, Schedule C, and Schedule E worksheets below cover income, deductions, and credits focusing on your specific needs. Download, print, and fill out the forms which fit your tax situation and provide them to us with all your tax documents.
If you would like a personalized checklist of items needed based on the information provided to us in 2022, please email us at info@berkslehightax.com or give us a call and we can email you your specific checklist.
This year, 2024, we encourage submitting your documents electronically. If we have your email address, we will send a Request Files from our Drake Portals website. You will receive an email with a secure link to upload your files directly to the Documents to Preparer folder without having to login to the portal. You can only click the link one time; however, you can upload multiple files during the upload session. Once the browser window closes, you will have to either login to the portal to upload more files, or you can notify us to send you another request link. The link is safe and provides an encrypted environment for the security of your data.
Even though we experienced problems with the initial implementation of the electronic signature, once we resolved the identity verification problem, the process was successful for the 2023 tax season. We will be using the process again this year and hope you all can participate.
With the growing awareness to provide more sustainable services, Berks Lehigh Tax will provide our customers with an electronic copy of your tax return and associated documentation for your records, at no cost. Printed copies can be provided and/or mailed at a fee. Please contact us for details.
We would like to thank you in advance for your business and look forward to seeing you this tax season.