Accounting Advocate for Individuals and Businesses

Tummarello Blog


We will no longer receive tax documents through snail mail or email.  This is not a secure way of sending confidential information with social security numbers and no guarantee that we will receive it.  Most tax documents are available via websites to download.  If the tax documents are not available via websites, the other option is to scan the hard copy you receive in the mail and save in a PDF format.  We will continue to receive faxes of tax documents.

In order that the information being sent to us goes through secure channels we are advising all clients NOT to send us this information via email. Email is not secure.

To service our clients we have created a secure portal which will require a user id and password that only you have access to.  We will be providing detailed instructions shortly with how to access the portal to upload tax documents you receive.  Don’t worry this is not difficult and our goal is to make this transition as easy as possible for our clients.

IMPORTANT: Deadlines for Receiving Tax Information Via the Portal

  • 1099s/W-2 Information: January 12, 2011
  • S Corporation, C Corporation, Partnerships: February 25, 2011
  • Personal Income Tax Returns: April 1, 2011
  • We will be adhering to these deadlines and will need prior notification if the above timetable can not be met.
  • Our philosophy is no extensions unless there is extenuating circumstances.

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