Filing Your Tax Return Made Easy
With Cook Martin Poulson, P.C.
Begin preparing for your taxes by filling out
the tax organizer that will be mailed to you.
This organizer contains all the information
we need to prepare your tax return.
It is vital to complete the organizer so we’ll
have all the information necessary to ensure
you are getting all of the deductions you are
allowed, such as the birth of a child or
educational expense credits.
In addition, all tax forms must be included
such as W2(s), 1099(s), 1098(s), K-1(s), etc.
GATHERING YOUR TAX INFORMATION
We ask that you send your tax
information to CMP at least 1 week
prior to your appointment.
This allows your tax preparer time to
input your information before your
meeting and will give you more time to
review the return together and to
answer any additional questions.
The engagement letter will be included in
This is an agreement between you and CMP
that defines what we, as your tax
professionals, are responsible for and what
you, as the client, are responsible for.
Before we can start work on your tax
return we will need the agreement signed
and returned to us.
At the end of your tax appointment, your
tax professional will advise you of your
refund or amount due.
Keep in mind that the return still has to
go through the review process and the
amount of your refund or amount due
If you mail your information in or drop it
off, your tax professional will either call
or email you, whichever you prefer, once
the return has been completed.
Once your return has been prepared,
your return will be reviewed by a CMP
The shareholder review is a quality
control process we use in an effort to
ensure accuracy and that we have utilized
every tax benefit available to you.
E-FILING YOUR RETURN
Once your return has been reviewed, our support staff will contact you and have
you sign IRS form 8879. The IRS requires your signature and that of your spouse,
if you are married, in order for us to electronically file the return on your behalf.
Please make sure we have the best phone number or email address to contact
you to take care of this process quickly.
We take a team approach to preparing your tax return at CMP and appreciate
your timely response. Generally, electronically filed tax returns are submitted
and accepted by the IRS and State agencies within several days.
Following IRS acceptance, your copy of
the tax return will be assembled.
Your tax return will include a letter from
a firm shareholder outlining the services
we provided, specific filing instructions,
payment vouchers if applicable, and the
information you provided to prepare your
We will also include the invoice for the
tax services provided. We require
payment when your tax return is picked
up or mailed. Service charges will begin
to be applied after 30 days.
EXTENSIONS AND FILING DEADLINES
New this year, we are unable to file an
extension on behalf of you or your
business(s) without receiving your
permission prior to the filing deadline.
If you plan to extend, please contact CMP
before the filing deadline or an extension
will NOT be filed.
Corporation Deadline is March 15, 2013
Individual, Partnership and Trust
Deadline is April 15, 2013
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