Tax Season Guidelines and Procedures

4 Ways To Provide Your Source Docs:

#1) ELECTRONIC— via our website portal

  • Access to the portal link is on our website above

  • If you would like to setup a portal account, please contact our office at 419-523-5447 or email: brianna@verhoffcpa.com

  • Upload your documents thru the secure portal

#2) USPS

  • Mail us your documents: 814 N. Locust St. Ste. 3 Ottawa, OH 45875

  • We HIGHLY recommend using Priority Mail for tracking purposes. We are not responsible for items not received.

#3) In Office- Open Mon.-Thurs. 8:00-5:00, Friday: 8:00-12:00

  • Drop off your tax documents at our office location. Our office manager will take a look at the drop off items to ensure we have the tax questionnaire and identification needed right away.

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

  • We have a drop-box located by the doors to our office building. Feel free to drop off items into the drop box at your convenience.

3 Way To Receive Your Finished Returns:

#1) ELECTRONIC— via our website portal

  • Our office personnel 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. Service provider fees for credit card payments will apply, no fees for e-check or debit card payments.

  • Please note, you need to have a client portal account setup for this to work. This option is typically recommended only for clients that also uploaded their tax documents via the secure website portal.

#2) PICKUP

  • We will call you when your return is complete and ready for pickup.

  • Our office personnel will review your return with you as well as the required signatures needed. Pick up your source docs, sign your 8879 e-filing form and pay your bill. If applicable, both the taxpayer and spouse must sign the 8879.

#3) USPS

  • LEAST RECOMMENED OPTION, HOWEVER, WE REALIZE IN SOME CIRCUMSTANCES IT MAY BE NEEDED

  • You must sign the 8879 form & mail that back to us, 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.

  • Unless otherwise requested, your finished return and your tax documents will be mailed to you. If for some reason we are unable to mail, other arrangements can be made. Additional fees will apply if this option is selected.

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

Client Forms

Click the forms below to access

 

Form W-4

Form W-4 is an Internal Revenue Service tax form completed by an employee in the United States to indicate his or her tax situation to the employer.The W-4 form tells the employer the correct amount of tax to withhold from an employee's paycheck.

Form W-9

Form W-9 is used in the United States income tax system by a third party who must file an information return with the Internal Revenue Service. It requests the name, address, and taxpayer identification information of a taxpayer.

 
 

Form IT-4

Employee's Withholding Exemption Certificate, must be completed so that you know how much state income tax to withhold from your new employee's wages