• 305 631 2288
  • info@shechterassociates.com
  • Mon - Fri: 9:00 am - 5:00 pm
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Tax Planning

Tax Planning

Shechter & Associates, LLP helps you with income tax planning by keeping abreast of changes and developments in the tax laws. We work closely with our clients to create customized tax plans and guidance for their specific needs.

Timing is Everything:

  • Planning Ahead
  • Money in Tax-advantaged Holdings
  • 529 College Savings
  • Use Tax Credits
  • The Child Care Credit
  • The Earned Income Tax Credit

Are just to name a few things to plan for....

U.S. Individual Income Tax Return with a calcultator, cash money $100 dollar bills with a pencil
Form 1040 with red pen for US tax declaration
Income tax return form

CONTACT

Phone: 305.631.2288 
Fax: 786-677-4100

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LOCATION

4531 Ponce de Leon Blvd

Suite #200

Coral Gables, FL 33146

HOURS

Mon – Fri: 9:00 am – 5:00 pm

Saturday: Closed

Sunday: Closed

©2020 Shechter & Associates. All Rights Reserved.

2021 Important Tax Season Updates

2021 Tax Season 

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.

 

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

 

Tax Season Saturday 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/2021tax

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 storres@shechterassociates.com .

 

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. 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. 

https://customer.billergenie.com/5195983e5f2a