2023 Tax Preparation

For the 2023 tax season our office will operate on a drop-off basis.  Our drop-box is available 24/7 for dropping off tax documentation. Tax documents may also be mailed or submitted via the Client Document Submission button here on our website. Returns will be prepared in the order all documentation is received. We will call or email if there are any questions about your return. Once the returns are completed, we will call to schedule a pick-up time. Payment is due when returns are picked up. Online or Offline Tax Preparation

• 2023 Engagement Letter – Individuals Only, not applicable to partnerships, SCorps or CCorps. This document must be printed and signed on a hard copy and delivered to our office. (PDF) Download and print.
• 2023 Tax Preparation Questionnaire & Checklist – (PDF) Download and print. All Clients, includes required documents checklist.
• 2023 Summary Sheet – (PDF) Download and print.

• 2023 Business Tax Preparation – Business Clients Only, includes required documents checklist.
  • 2023 Business Tax Preparation Checklist – (PDF) Download and print.

 

• Non-Cash Donation Valuation Guide – This donation valuation guide is provided by Goodwill.  This information will be helpful in determining your non-cash donation value.

Supporting Document Submission

Help us to improve your customer experience!
We are always looking for ways to improve the customer experience. One way is to submit your supporting documents to us online. This document submission process includes 2048 bit SSL encryption of your sensitive documents to ensure that your data is safe as it travels across the internet and into our secure office network.

Client Document Submission

Note about PDF documents: To use the PDF documents provided will require either Adobe Acrobat Reader or a browser with an onboard pdf reader (most modern browsers have this). If you are having trouble opening a pdf click here to install the free Adobe Acrobat Reader

To process offline and deliver:

1. Print and complete the required forms on paper.
2. Mail or deliver the completed form to our office in advance, or bring it with you to your tax appointment.
   Michael P. Rudy & Associates
   3521 Lincoln Highway
   Thorndale, PA 19372-1005

To process using the fillable PDF:

1. Open the required PDF
2. Complete the fillable portions of the document then:
   1. Save to your computer – Next, you may send the completed document to us as an email attachment or use our Client Document Submission tool here at mrcpa.net.
      OR
   2. Print the completed document for offline delivery (see offline delivery above)