Resources
Tips and tricks written by the Greenwood Ohlund tax team, just for you.
Client Guides
SafeSend is a one-stop shop for engagement letters, fillable organizers, secure source document gathering, tax return assembly and delivery with eSign.
You will receive an email from [email protected] with the subject line “GO Tax Team: Your 2025 Tax Organizer is ready in SafeSend Gather”
No username or password is required! If you’d like to bypass setting up an account, choose “Let’s Get Started” instead of “Access Client Portal.”
A centralized, easy to use taxpayer dashboard. Allows clients to collect important documents and tasks all in the same place within a single, secure access point.
Client Portal functionality includes:
It depends on if you clicked “Let’s Get Started” (no account set up required) or “Access Client Portal” (set up an account through SafeSend).
If you chose “Let’s Get Started:”
If you chose “Access Client Portal:”
Please use the resource links below or reach out to [email protected] and a member of the GO Tax Team will reach out to assist you.
SafeSend Gather Client Experience – Step by step instructions on how to use Gather on desktop.
Client Experience: Gather on Mobile – Step by step instructions on how to use Gather on a mobile device.
[Video] Gather Client Experience – Video showing a typical organizer experience from the taxpayer perspective.
Click here to see our Key Tax Considerations.
Please note, our office is now open by appointment only. You can call or email your accountant directly or email [email protected] and we will happily schedule an appointment.
You can use the links below to schedule an appointment directly with the following members:
Amanda O’Rourke, Managing Partner: https://calendly.com/amandaorourke
Claire Chow, Tax Partner: https://calendly.com/clairechow
Eric Kimpton, Senior Tax Manager: https://calendly.com/eric-greenwoodcpa
Stacy Rose: Senior Tax Manager: https://calendly.com/stacy-goco
You can check the status of your tax return by either contacting your accountant, or by calling or emailing our office.
The most secure method is to upload your information to your SafeSend Client Portal or through your SafeSend Gather Organizer request. If you do not have a portal or your Gather request is unavailable, you can upload your documents here. You can change the upload recipient to your specific accountant by clicking on the “To” recipient line. Additionally, you can upload files directly to our staff by using the upload links in their email signatures. We do not recommend sending sensitive tax data in an unencrypted email or in email attachments. Please provide passwords to any secured files.
A photo taken with a phone generally does not provide us with a clear enough image of the form to easily read each line item and amount. This often results in additional preparation time to verify your information or can lead to higher inaccuracy. Did you know you can use your smartphone to scan documents to PDF? Scroll to the next section for more info.
In order to meet the filing deadline for your 2025 income tax return, your completed questionnaire, signed engagement letter, and all relevant source documents must be received by our office 6-8 weeks before the March or April filing deadline. This will also apply to the extension filing deadlines of September or October. Depending on the complexity of your return, it may take less or more time. If your return is not ready by the deadline, we will file an extension on your behalf.
We are happy to file an extension on your behalf. If you have a balance due, please note that extending your tax return does not extend the due date for payment. Tax due should be reasonably estimated and paid by the original deadline. Please let us know if we can assist in calculating your extension payment.
If you would like us to file an extension form on your behalf, please contact your accountant directly or email: [email protected].
Once your return is complete, a digital copy will be emailed via SafeSend. You will be able to review the return and digitally sign the E-File Authorization Form 8879 to allow us to e-file your return with the IRS. Paper copies of returns can be requested for a fee.
See the 1099 Form Filing Requirements block below.
For security and convenience, we prefer you submit electronic source documents in PDF format.
Pictures or images of documents taken with your cell phone (.JPEG files) are often blurry and difficult to read. Our preferred format is PDF. Most tax documents and forms can be received directly from the source to your email. If not and you don’t have access to a scanner, you can follow the instructions below to turn your cellphone into a scanning device.
As you prepare your tax documents for submission, please keep the following tips in mind:
How to scan documents on your iPhone or iPad – Apple Support
How to Scan Documents to PDF With Your Android Phone’s Camera
If you’re emailing someone from Greenwood Ohlund, our email signatures have a secure “Send Me Documents” link. If you’ve created a Client Portal account via SafeSend, navigate to Documents, and then click Send Files in the top right corner. If you do not have a portal, you can upload your documents here.
Businesses and rental properties are required to file Form 1099-NEC or 1099-MISC, to each person you paid in your trade or business activity at least $600 in rents, services and professional fees. Typically, payments to landlords, subcontractors, lawyers, accountants, etc. require the filing of Forms 1099.
Some payments do not require reporting:
You can no longer paper file your 1099s if you have 10 or more. You must efile your 1099s.
Forms 1099 should be filed with the IRS and mailed to the recipient no later than January 31. Significant penalties apply to late filing or failure to file Forms 1099.
The IRS requires you to have the name, address, and identification number of the person or company you pay, by collecting a Form W-9, before issuing a payment.
