Thank you for choosing Shechter & Associates LLP to assist you with your tax and accounting needs. We hope to make this tax season a seamless and relaxed process for you. Tax season has officially start and we begin Saturday appointments on February 24, 2024. We wanted to share some information and helpful links to assist you during this tax season.

Client Portal

Shechter & Associates LLP now offers a client portal “Canopy Tax”. Our client portal offers an easy way to upload large documents securely and access your current and prior year tax returns. You can even upload documents with Canopy’s mobile app. Canopy’s mobile app is compatible with both iOS and Android. You can find it on both Apple iTunes and Google Play stores.

If you would like to access our client portal, please let us know and we will send you an invite or you can access the website here: https://app.canopytax.com/

Appointments with Philip

If you are interested in booking a Saturday appointment with Philip please see below. You can click on the link https://calendly.com/shechterassociates/2023taxreturn to schedule the time that works for you. If you are interested in a time Monday through Friday, please reach out to Bianca Pereira-Diaz at Bpereira@se-forenscis.com (preferably) or call us at (305) 901-2137.

Safesend

We are using a program called SafeSend Returns to electronically deliver tax returns. The email will contain a link that is safe to click.  You will need to provide the last 4 digits of your SSN and enter an Access Code that will be emailed to you in a separate email.  Upon successful verification, you will be able to:

• Download, review and/or print tax returns
• See if you owe taxes, are receiving any refunds and see your estimated tax payments if applicable.
• Electronically sign your personal e-file authorization forms.  For personal returns, the IRS requires identity verification so please do not be alarmed by the personal questions as these are pulled from public databases.

Tax Organizers

If you would like us to send you a tax organizer, please send requests to Stephanie Torres at storres@shechterassociates.com. 

Invoices

Billergenie is our payment gateway. With a robust virtual terminal, hosted payment forms, and the ability to securely store payment methods on file, Biller Genie makes it easy to pay your invoice securely. Simply click on the link below to pay by credit card, please note that there is a 3.5% convenience fee to pay via credit card and make sure to have the invoice number handy. Additionally, this year we are also offering the ability to pay via ACH. If you would like to pay via ACH, please send an email to Stephanie Torres at storres@shechterassociates.com with the invoice number that you want to pay and you will receive the information to pay via email. Unfortunately, you would have to send an email every time you want to pay via ACH.
https://customer.billergenie.com/fce0d0b2cae47a75ab696f5d75ceb4ba