We are pleased to continue to offer an exciting new product to our clients. E-Organizer is a new way of delivering and retrieving tax organizer information to our clients via e-mail. Prior to introducing this product, clients could only download organizers and send them back to us for return preparation.
E-Organizer saves considerable time, tax preparation fees, paper, postage and handling costs associated with delivering your 2021 tax data. The great benefit is our ability to retrieve your 2020 tax data and bring it into your 2021 tax files automatically. Keep in mind that our professionals will have the opportunity to review and edit all data before accepting it into the actual 2021 tax files.
Here’s How E-Organizer Works
Clients send us an e-mail request for an E-Organizer. The E-Organizer uses your e-mail address to send back an e-mail with the E-Organizer application attached. You simply double click the attachments, download the E-Organizer application and enter a password to begin running your E-Organizer.
The E-Organizer layout is similar to the paper organizer that you may already be familiar with from prior years, so the learning curves should be minimal. New users will also find it easy to use. You then enter your 2021 tax data directly on to the E-Organizer screens. As always, your 2020 prior years data is also available for reference and comparison.
Once you have completed entering your 2021 tax data, you then follow the simple instructions for closing the application and returning the data back to us via e-mail.
Next, the completed E-Organizer is delivered to our e-mail inbox. Your 2021 tax data will then be imported into our 2021 tax data files. Your tax entries are highlighted in red for easy review and editing by our tax professionals. After required modifications are made, the data is accepted into your 2021 tax return files.
The E-Organizer is a great way to eliminate paper and reduces the time you and Gittelman & Company spend on preparing your returns. After your E-Organizer data is received, clients can schedule a telephone conference or a follow up meeting to discuss the returns and to ask relevant questions. Furthermore, you can accompany your E-Organizer with relevant notes and questions as well.
As in prior years, clients using E-Organizer or our paper organizer who waive their tax return appointments will receive special fee discounts.
E-Organizer saves considerable time, tax preparation fees, paper, postage and handling costs associated with delivering your 2021 tax data. The great benefit is our ability to retrieve your 2020 tax data and bring it into your 2021 tax files automatically. Keep in mind that our professionals will have the opportunity to review and edit all data before accepting it into the actual 2021 tax files.
Here’s How E-Organizer Works
Clients send us an e-mail request for an E-Organizer. The E-Organizer uses your e-mail address to send back an e-mail with the E-Organizer application attached. You simply double click the attachments, download the E-Organizer application and enter a password to begin running your E-Organizer.
The E-Organizer layout is similar to the paper organizer that you may already be familiar with from prior years, so the learning curves should be minimal. New users will also find it easy to use. You then enter your 2021 tax data directly on to the E-Organizer screens. As always, your 2020 prior years data is also available for reference and comparison.
Once you have completed entering your 2021 tax data, you then follow the simple instructions for closing the application and returning the data back to us via e-mail.
Next, the completed E-Organizer is delivered to our e-mail inbox. Your 2021 tax data will then be imported into our 2021 tax data files. Your tax entries are highlighted in red for easy review and editing by our tax professionals. After required modifications are made, the data is accepted into your 2021 tax return files.
The E-Organizer is a great way to eliminate paper and reduces the time you and Gittelman & Company spend on preparing your returns. After your E-Organizer data is received, clients can schedule a telephone conference or a follow up meeting to discuss the returns and to ask relevant questions. Furthermore, you can accompany your E-Organizer with relevant notes and questions as well.
As in prior years, clients using E-Organizer or our paper organizer who waive their tax return appointments will receive special fee discounts.