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. The IRS just released that tax season will officially start on January 24, 2022 and we will begin Saturday appointments on February 12, 2022. We wanted to share some information and helpful links to assist you during this tax season.
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
If you are interested in booking a Saturday appointment with Philip please see below. You can click on the link
to schedule the time that works for you. If you are interested in a time Monday through Friday, please reach out to us and we will coordinate. If you need to reach us, you can contact us at 305-631-2288 ask for Stephanie Torres or you can email her at firstname.lastname@example.org .
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:
If you would like us to send you a tax organizer, please send requests to Stephanie Torres at email@example.com.
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. Make sure to have the invoice number handy. If you are interested in signing up for the client portal please reach out to us and we will send you an invitation.