Document

J030704 - 2024 Federal Tax Return - Pate, Stuart & Emily

Message from Sender

IMPORTANT: READ THE FOLLOWING BEFORE SIGNING:
Attached you will find the 2024 business or personal return for your review and approval. ONLY ONE SIGNATURE IS ALLOWED PER EMAIL RECEIVED.
If you do not approve the return, DON’T SIGN IT and let us know that you are requesting changes.
If you do approve, please sign and date the pages where indicated.
Reminder, if you have a spouse and are filing together, you both have to sign. Be sure to remind your spouse to sign if needed.
Reminder, the return will NOT be filed until our preparation invoice(s) have been paid.
The invoice will be emailed to you shortly following the signature request.
Reminder, this is just a copy of the return. It is NOT your filed tax return. We do not file returns until ALL of the following 3 items have been completed:
1) All signatures requested for the return have been received electronically (via dropbox).
2) Payment of our preparation invoice.
3) Payment has been processed in our system (this can take 24-48 business hours).
After the filed tax return has been accepted by the IRS, a filed copy will be uploaded to your client portal.