Client Resource Center

ShareFile-Logo-1.png

Welcome to our Client Resource Center. Here you will find communications we have issued to our clients, tax forms and documents, FAQs and links to news and articles related to Tax Planning Strategies. Should you have additional questions, please use the contact form below and a member of our team will be in touch. 

Federal & State Tax Deadlines & Live Tracker

The Treasury Department and Internal Revenue Service recently announced that they are extending the federal income tax filing due date for the 2020 tax year from April 15, 2021, to May 17, 2021. This extension will provide relief for some but not all taxpayers.

 

Our tax team has provided answers to the most common questions we are receiving from clients below. In addition, we launched a LIVE TRACKING SCHEDULE for Federal and State 2020 Tax Returns and 2021 Q1 Estimate Payment deadlines, which we will update in real time as more information becomes available.

 

JUMP TO OUR TAX DEADLINE LIVE TRACKING SCHEDULE

Year-End 2020 Tax Communications & Forms

Clients: Click on the ShareFile logo to upload your tax documents safely and securely.

1251_year-end-tax-planning-1-300x200.jpg

Year-End Tax Letter & Forms

The filing deadline for your 2020 individual income tax return is Thursday May 17, 2021. In order to meet this filing deadline, please complete the income tax questionnaire and upload your original tax documents.

Important Forms 1098/1099

Every individual or entity engaged in a trade or business must file information returns for each calendar year. These forms may include various 1098/1099 forms. Please click below to download the forms worksheet and submit back to Restivo Monacelli. 

RM's SafeSend Tax E-Delivery System

Restivo Monacelli utilizes SafeSend Returns to electronically deliver your 2020 tax returns. Once our firm has completed your tax return, you will receive an email from noreply@safesendreturns.com. Please click below for directions and FAQs.

Tax Planning News, Articles & Planning Strategies

RESOURCES560--.jpg

Year-end planning takes place against the backdrop of the continued release of guidance on the landmark Tax Cuts and Jobs Act (TCJA) as well as the Families First Coronavirus Response Act and the Coronavirus Aide, Relief and Economic Security (CARES) Act, enacted in response to the COVID-19 pandemic, which changed some of the TCJA provisions for 2020.

 

While there is no one-size-fits-all approach to tax planning, we have launched a Year-End Tax Planning and Resource Center in order to address the major tax changes and questions we are receiving from clients. 

960x0.jpg