Streamline Your Personal Tax Filing

PBMares is always looking for ways to streamline the technology environment for clients to make tax season easier. As a tax client, you are likely to use either Tax Caddy or SafeSend Organizers™.

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Tax Caddy

Tax Caddy is a streamlined way for tech-savvy individuals to gather and share tax forms and related documents. It’s in an interactive format that connects you to your PBMares tax professional. Tax Caddy has a mobile app that’s available to download from your phone’s app store at no charge. From within the app, you can digitally scan and upload documents, e-sign forms, automate the document retrieval process, make tax payments, and more.

Tax Caddy requires an account setup. Email sureprep@pbmares.com to get started.

tax caddy account example

Source: https://corp.sureprep.com/products/taxcaddy

E-File Form 8879 Submissions

If you are interested in returning your Form 8879 electronically, please follow the instructions detailed below. Please note these instructions have been updated to reflect the recent switch from ShareFile to Box.

Instructions 

  1. Click the button below to securely upload your signed E-File Form 8879 to PBMares.
  2. Enter your first and last name or Company (when applicable) and your email address.
  3. Enter the Type of Document you are uploading from the drop down list.
  4. Enter any comments you feel may be helpful into the “Additional Information” field.
  5. Drag and drop your e-file form(s) from your computer to the “Drag and drop files” section or click on “Select Files”.
  6. Once all files are listed, click the Submit button.
  7. Wait for the “Success! Your file has been submitted.” before closing the window.
  8. Once your documents are received, you will receive a confirmation email by the end of the business day.
UPLOAD FORM 8879 HERE
SafeSend Logo

SafeSend

PBMares uses SafeSend Organizers™ for most individual 1040 tax returns. FAQs are listed below.

This software is a one-stop shop for you to do the following – all in one place! With SafeSend, you can:

  • Digitally sign your engagement letter
  • Electronically complete your tax organizer
  • Upload your original tax documents

PBMares has been using SafeSend products for many years to safely and securely deliver electronic tax returns. It is reliable and easy to use from a variety of platforms. Our team of SafeSend experts is happy to help you through the process should you need any assistance along the way.

How Does This Work?

Your organizer will be emailed to you from PBMares, LLP (noreply@safesendreturns.com) with the subject “Please Review and Complete your 2023 Tax Organizer for PBMares, LLP.”

Along with the link to access your electronic tax organizer, you will receive a personal e-mail from our team with detailed instructions for completing the organizer.

When you have received the majority of your tax documents, follow the on-screen steps to review, update and make notes to your 2023 tax organizer. Upload your tax documents securely to SafeSend Organizers, using your phone, tablet or computer.

SafeSend Benefits and FAQs

There are several benefits to using SafeSend, including:

  • Increased Security
    • Your confidential tax documents can be sent and received with the utmost security.
  • Get Your Return Faster
    • You will not experience delays related to information being routed through the mail.
  • Keep Your Documents
    • You will retain a copy of all information you provide to us through the software, which means you will not have to wait for us to process and return any documents to you that you may need as we complete your return.
  • Free of Charge
    • You will have access to SafeSend Organizers™ at no additional cost.

SafeSend Frequently Asked Questions

You will receive an email from PBMares LLP (noreply@safesendreturns.com) confirming receipt of your organizer. The email will also contain a link to review your completed organizer. By clicking “Upload Documents” from the Welcome Screen, you can view a list of documents you have submitted. Should you have any questions, you can contact us at safesend@pbmares.com.

Yes. While the most efficient process is to upload your documents, we are happy to accept an electronically completed organizer and paper documents.

For example, if I have my W-2 do I still need to complete the W-2 section and if I have my 1099 for interest and dividends do I still need to complete the interest and dividend income section?

No, think of the organizer as a checklist of items you had on your return last year, to guide you on what to provide this year. If you have back-up documents, you do not need to provide this information again by writing it on the organizer.

Also, what sections are required to be completed?

Completing the Questionnaire, Personal Information, Itemized Deductions and Tax Payments sections are essential.

Also, are they still preparing my return this year?

Yes, your regular CPA or tax preparer is still preparing your return and is best able to address technical questions regarding your tax situation. Our Client Services Team can best assist you with any general questions you may have regarding using the SafeSend Organizer website.

Yes, these can be uploaded with your tax documents.

We will notify you when your return is complete. Additionally, should we have any questions for you during the preparation of your return we will contact you by phone or e-mail.

Also, do you still want a partially completed organizer?

Please wait until the majority of your expected tax documents have arrived to send them to us. If you have only a few outstanding documents, you may go ahead and send what you have to us.

To ensure that we receive your documents quickly and securely, we ask that you do not send them to us by email. Please upload your documents to SafeSend.

After you have fully completed the organizer, you will be routed to the Welcome Screen. From there, you may download your completed organizer.

Yes, unless you have requested otherwise, your documents will be returned to you via UPS to the address you have provided us.

Yes! Please be sure the document is legible. For best results, we suggest using scan capabilities on your device (this is not required). Please see the below resources for further information:

Absolutely. Please contact us at safesend@pbmares.com.