2018 Year-End Client Letter


If you prefer web browsing, this year-end client letter, along with engagement letters, checklists, and tax organizers, is available on our website at: https://jasoncracecpa.com/tax-filing-season-resources/

Dear Clients & Friends,

We hope you everyone enjoyed a very blessed holiday season and are ready for a prosperous 2019! While welcoming the New Year we are also preparing for tax season and looking forward to another successful year of working together.


  • Individual tax return filing deadline – Tuesday, April 15, 2019.
  • All info must be received by Friday, March 29th OR AN EXTENSION WILL BE FILED!
  • The fee for an individual extension is $25.
  • If you provide your info late but request that your taxes be prepared before the deadline, a $150 surcharge will apply.
  • Corporate, partnership & trust tax return filing deadline – Friday, March 15, 2019.
  • All info must be received by Friday, February 25th OR AN EXTENSION WILL BE FILED!
  • The fee for a corporate, partnership or trust extension is $50
  • If you provide your business info late but request that your taxes be prepared before the deadline, a $250 surcharge will apply.

CITRIX SECURED SHAREFILE PLATFORM – our paperless initiative

  • Citrix Sharefile is our cloud-based file storage system that allows us to transfer documents back and forth in lieu of e-mail attachments. It offers superior data transfer security and accessibility.
  • We prefer that you upload all tax documentation to our secured Citrix server for tax preparation. This can be done prior to your scheduled appointment or once you have received all of your tax info. If you need assistance with this process, please email Dawn at dawn@jasoncracecpa.com.
  • You can upload/send documents securely to anyone in our office at any time using the client portal on our website at https://jasoncracecpa.com/portal/.
  • If you had access to a shared folder last year, your folder is still there and active for your convenience. You can login here: https://jlccpallc.sharefile.com/Authentication/Login.
  • If you did not have a shared folder last year, one will be set up for you and you will be invited to use it through email.
  • Once you have uploaded ALL of your tax documents and wish to start preparation, please send an email to Angie at angie@jasoncracecpa.com so we know that all documents are accounted for and tax preparation can begin.
  • If you choose to deliver paper tax documents to us, we will return them shortly after the completion of your tax returns. A $25 charge will be added to your invoice to cover the cost of USPS Priority Mail and the staff time necessary to sort and scan your tax documents.
  • Electronic copies of your taxes will be stored in your shared folder for continuous access.


  • A signed engagement letter MUST be on file for tax preparation to start. NO EXCEPTIONS!
  • Engagement letters will be delivered for electronic signature using Right Signature. Using this program allows you to electronically sign the engagement letter instantly. No printing, scanning or uploading is necessary.
  • If you prefer to download, sign and email us an engagement letter, they are available for download at: https://jasoncracecpa.com/tax-filing-season-resources/


  • To ensure a complete and accurate tax return, please use a tax checklist when gathering your tax information. Both the personal and business tax checklists are available for download on our tax return resources page at https://jasoncracecpa.com/tax-filing-season-resources/ and can be filled in electronically.
  • Custom organizers are available showing your most recent filing history, as well. To request a custom organizer, please email Angie at angie@jasoncracecpa.com.
  • All of the checklists and organizers on the tax resources page can be downloaded in PDF format which you can then be filled in and uploaded to your Citrix Sharefile folder.


  • In a continued effort to maintain a paperless office, all tax returns will be stored electronically in your Citrix shared folder, unless you specifically request a different method. Please email Dawn at dawn@jasoncracecpa.com to specify your request or note it on the bottom of your signed engagement letter.
  • Tax forms that need to be signed/mailed will be delivered using secured download links in an e-mail. PLEASE BE SURE TO DOWNLOAD, READ, AND REVIEW EVERYTHING THAT IS DELIVERED IN THE EMAIL PRIOR TO SIGNING YOUR E-FILE AUTHORIZATION FORMS.
  • Signed electronic signature authorization forms MUST be received prior to electronic filing. Once your returns are ready and you have reviewed them, please check your inbox or junk mail folder for notifications from Right Signature linking you to the forms for electronic signature. Call Angie or Dawn at 317-991-3322 if you have any issues.
  • If you request paper tax returns, a $25 charge will be applied to cover the costs of USPS Priority Mail and the staff time necessary to print, sort and package your taxes.


  • For some of you, a face-to-face meeting is not always necessary to complete your taxes.
  • If you don’t require a face-to-face meeting, we encourage you to skip the appointment this year and upload your tax information using our portal. Just let us know when you have completed your tax information submission by sending an email to Angie at angie@jasoncracecpa.com.
  • For those of you that want to come in and speak to us in person, please feel free to make an appointment by calling Dawn or Angie at 317-991-3322.
  • In order to maximize your time during this busy tax season, we encourage you to make your appointment ONLY AFTER you have gathered ALL of your tax documents.
  • If you have additional issues, outside of the preparation of your taxes, additional time may be charged at our normal hourly rates.
  • But don’t let that deter you. If you are ever concerned about being billed for a meeting, just send us a note with your details and we can let you know.


  • Starting in 2016, we migrated away from the billable hour and started offering flat fee billing for the preparation of your tax returns.
  • The fee structure is based on 20+ years of tax preparation experience and the complexity of your tax returns.
  • In most cases, the fee associated with the filing of your tax return can be quoted prior to preparation.
  • Due to the large increase of the standard deduction, your tax fees may go down due if you no longer itemize your individual tax deductions, but to determine that YOU MUST fill out the worksheet included in out individual tax checklist.
  • If you give us the information to determine the need to itemize or take the standard deduction, normal return fees will apply.
  • Please call us if you have any questions about fees or our flat fee structure.
  • NOTE: All invoices for services rendered MUST BE PAID PRIOR to the electronic filing of your returns or the delivery of your paper returns for traditional filing.
  • To expedite the payment and filing process, a credit card authorization form will be provided with the engagement letter and tax return checklists. Please fill it out and return it with your papers and tax documents.

For other services, not covered by our flat fee schedule, we charge hourly at the following rates:

  • Jason L. Crace, CPA – $250 per hour
  • Kate Smith, CPA – $200 per hour
  • Dawn Toth – $150 per hour
  • Tyler Roberts – $100 per hour
  • Philip Helland – $100 per hour
  • Angie Crace – $50 per hour

We sincerely appreciate the opportunity to work with you this year. It’s clients like you that have helped us grow and become one of the top providers of tax and professional services in the area.  Referrals from our valued clients are the life source of our business.  So, please do not hesitate to pass along our information to friends or family that could benefit from our services. As always, we are available by phone, e-mail and appointment to address any questions or concerns you may have about your tax service needs.




Jason L. Crace, CPA | firm principal

Kate Smith | tax manager



Dawn Toth | accounting manager



Angie Crace | office manager

Your privacy is of our utmost concern.  Your email address will never be shared or sold to anyone – period!

All of the information included in this letter is available online at: www.jasoncracecpa.com with more details at: https://jasoncracecpa.com/tax-filing-season-resources/