To Our Valued Client:
As a firm it is our goal to be “more than just accountants” when providing client service. We seek to see the big picture and provide clients with guidance and advice, not just a completed tax form. We also pride ourselves on completing accurate tax returns in a timely manner, even in the face of an increasingly compressed tax season.
To help in this effort, we have established a relationship with Xpitax, LLC. Xpitax is a U.S. company that provides “back office” data entry and organizational services for tax professionals. For the 2020 tax season, we will use Xpitax for certain tax returns to electronically organize tax workpapers, enter basic data into our electronic tax preparation software, and reconcile totals between source documents and tax schedules.
To be clear, the procedures performed by Xpitax include source document processing and data entry – not tax preparation. All tax returns will be prepared and signed by an experienced member of our team. Any discussions regarding your return will be between you and our tax professionals. That will not change. However, because Xpitax is a third-party provider, the Internal Revenue Service requires that we obtain your consent before allowing a third party to input your data.
Below is a link to an official IRS consent form. We ask that you click on that link and sign this consent form via our e-signature software Right Signature.