We Will Continue With A Contactless Tax Season

3 Ways To Provide Your Source Docs:

#1) ELECTRONIC— via our website portal

• Call us at 419.332.2500 or email info@orchardaccounting.com to initiate the setup. You will then receive an email to set up your account; create a password and you’re all set!
• Send your documents thru the portal, as well as the Tax Prep Questionnaire and signed Engagement Letter.

#2) USPS

• Mail us your documents, including the Tax Prep Questionnaire and signed Engagement Letter.
• We HIGHLY recommend using Priority Mail for tracking purposes. We are not responsible for items not received.

#3) OFFICE DROP BOX—available 24 hours a day!

• Simply drive up to the box, deposit your envelope of documents, together with the Tax Prep Questionnaire and signed Engagement Letter, into the drop box and drive away—contactless and convenient!

3 Way To Receive Your Finished Returns:

#1) ELECTRONIC— via our website portal

• Your preparer will contact you when the documents have been added for your review.
• Sign your 8879(s) and return thru portal.
• Payment can be received thru our website as well.

#2) USPS

• You must sign the 8879 form & mail that back to us, preferably with your payment, before we can e-file. Again, we HIGHLY recommend using Priority Mail for tracking purposes. We are not responsible for items not received.
• Your tax documents will remain in the office until after tax season, at which time you may schedule to pick up.

#3) SCHEDULE A PICKUP

• We will call you to schedule a pick up time when your return is finished.
• When you arrive, give us a call. We will have the foyer set up for you to review your return, pick up your source docs, sign your 8879 form, and pay your bill.

To Check the Status of Your Refund:

(21 days or more after your return has been electronically filed)

• Visit www.irs.gov/refund
• Select "Check My Refund Status" in the lower right side of the webpage.
• Follow the prompts to enter:
• Your Social Security number
• Your filing status
• The exact amount of your refund

Looking forward to 2023,