Welcome to Tax Season!

For our firm to best assist you in preparing and expediting your returns through our process, please note the following DO'S & DON'TS for electronic submission of your data.

DO:

• Send us 90% or more of your tax documents in order for us to get started. 100% is always preferred.
• Label your documents with detail (avoid the random numbers assigned to PDFs)
• Compile your charitable contributions into ONE PDF (and supply a spreadsheet or list for simplicity)
• Provide your most updated contact information (including your CELL PHONE numbers) and bank information within the web organizer
• Send additional documents via the portal (versus email) as this way we can track when we received the data. Please send them ALL AT ONCE, instead of one at a time.
• Convert your documents into PDFs would be ideal (although it's not always practical)

DON'T:

• Use iPhone photo (they create HEIC documents that aren't visible in our system). Instead use SCAN functions of your smart phone (iPhone has a NOTES application that will allow several page scans)
• Send zipped files to the portal, they are not compatible with our portal
• Add more than 50 files (try to compile similar documents into ONE PDF)
• Password protect documents (if you MUST send them password protected, please provide the password in the DOCUMENT NAME for our easy retrieval)

Please note : You may only click SEND TO PREPARER one time. For any future additions you will use your ClientFlow folder (if you do not have one, please email adminteam@levycpafirm.com and we will be sure you do).

Click HERE to enter your client portal.