2025 Tax Season

January 2025

Dear Valued Clients,

Happy New Year! It is that time of year again to prepare for tax season. Appointments can be scheduled for a phone call, zoom or in-office. Please keep in mind we require your data to be submitted no later than two weeks prior to your appointment. This ensures a draft tax return will be available to review prior to your appointment. You will receive a text notification one week prior to your appointment for confirmation.

We ask that you review the engagement letter in its entirety and sign. We will email you separately with our MPF tax return checklist as a fillable PDF for you to complete and return.

For your safety, we recommend sending your data electronically through our SmartVault online portal. You can access the link for Smart Vault portal on our website at www.mpcpafirm.com. If you need assistance to access your portal, please contact Angela at Extension 18 or Jane at Extension 1003. You may also drop off or maiI copies of documents to our office in the event documents are lost in transit. We also strongly suggest that you use trackable mailing options and follow up to confirm delivery. We will gladly make copies for you at our office if you would like to come in before your scheduled appointment.

Tax organizers and printed copies of your completed tax returns are available upon request. For your convenience and security, all copies of client tax returns will be available through the Smart Vault portal.

Our fees are based on the complexity of the tax return as well as the time it takes to prepare and file. Due to an increase in firm costs, you may see an increase in tax preparation fees. We accept credit/debit cards as well as personal checks, ACH transfer, etc. All invoices have a ''PAYNOW" option for convenience and are due upon receipt.

NOTE: Our office cannot begin any tax preparation or provide any services until you have signed this engagement letter, and all open balances are paid in full. Please call the office for assistance.

Our firm policy is to process all tax returns in the order in which they are received. The tax filing deadline, without extension, is April 15, 2026. We strongly urge you to provide us with your data no later than two weeks prior to the deadline. Anything received after this date is not guaranteed to be completed by the April 15th deadline and an extension may need to he filed. A tax extension grants additional time to file but does no grant additional time to pay any tax due. Any balance(s) due with extended returns are subject to interest and penalties for late payment.

We sincerely appreciate your continued loyalty to our firm as we strive to provide you with the most exceptional service.

Wishing you a happy and healthy new year and we look forward to speaking with you!

Nicole M. Picone, CPA/PFS                                     Joseph Fioribello, CFO