From all of us at Seibel & Katz CPAs, we hope you had a healthy and happy 2025 year! We thank you for your repeat business and referrals.
Please see the section for your tax return type to determine the “drop off deadline” for your tax workpapers. We encourage you to send most of what you have accumulated early and to use our Secure File Exchange to tax information to us electronically. Click the “Send a File” link at the top of the website. It is secure and easy to use! You may also mail in your workpapers or drop them off to our front desk during our office hours. Please factor in at least a 3-week turnaround from the date you send in your workpapers.
As always we try our best to complete tax returns for those who have met the “drop off deadline.” As we approach the filing deadline, we may have to file additional “Extensions” for those tax returns we couldn’t get to. The extension is an extension of time to FILE and not an extension of time to Pay. If you think you are going to owe taxes you should make a payment with the extension to avoid interest and penalties. We appreciate your patience and understanding.
Please complete and return the following forms for your tax return type with your workpapers.
We are using March 16, 2026, as the “drop off deadline” for us to get your tax return done by April 15, 2026. For those of you that are filing an extension, we need your information no later than September 15, 2026 to file by October 15, 2026.
Tax Engagement Letter - Signing this form gives us permission to prepare a tax return for you.
Tax Client Contact Information & SafeSend Election Form - Please fill out and make note of any changed email addresses, telephone numbers or change of address. Please also use this form to let us know if you would like to use the SafeSend program for electronic delivery of your tax returns.
Direct Deposit Information Form - Please fill out this form letting us know what bank account to use for direct deposit of tax refunds.
Tax Questionnaire - This is a check list for you when gathering your tax workpapers and provides us information to prepare your return.
Business Questionnaire - This is another check list, but only applies if you have a business or rental property. Please do not complete this if it does not apply to you.
Please provide your information as soon as possible for us to get your tax return done by March 15, 2026 (when most business tax returns are due). For those of you that are filing an extension, we need your information no later than August 14, 2026 to file by September 15, 2026.
Tax Engagement Letter - Signing this form gives us permission to prepare a tax return for you.
Tax Client Contact Information & SafeSend Election Form - Please fill out and make note of any changed email addresses, telephone numbers or change of address. Please also use this form to let us know if you would like to use the SafeSend program for electronic delivery of your tax returns.
Business Questionnaire - This is a check list for you when gathering your tax workpapers and provides us information to prepare your return.
We are using March 16, 2026, as the “drop off deadline” for us to get your tax return done by April 15, 2026. For those of you that are filing an extension, we need your information no later than August 15, 2026 to file by September 30, 2026.
Tax Engagement Letter - Signing this form gives us permission to prepare a tax return for you.
Tax Client Contact Information & SafeSend Election Form - Please fill out and make note of any changed email addresses, telephone numbers or change of address. Please also use this form to let us know if you would like to use the SafeSend program for electronic delivery of your tax returns.
Direct Deposit Information Form - Please fill out this form letting us know what bank account to use for direct deposit of tax refunds.
Trust Questionnaire - This is a check list for you when gathering your tax workpapers and provides us information to prepare your return.
Please provide your information as soon as possible for us to get your tax return done by May 15, 2026 (when most non-profit tax returns are due). For those of you that are filing an extension, we need your information no later than October 15, 2026 to file by November 15, 2026.
Tax Engagement Letter - Signing this form gives us permission to prepare a tax return for you.
Tax Client Contact Information & SafeSend Election Form - Please fill out and make note of any changed email addresses, telephone numbers or change of address. Please also use this form to let us know if you would like to use the SafeSend program for electronic delivery of your tax returns.
