2024 Tax Filing Season Info
for Your 2023 Return

Sign and submit your engagement letter as soon as you receive it in your email from RightSignature.com.

Your tax documents have been sent from ShareFile Notifications:

> 2023 Admin Policy (includes dates for discounts and more)

> 2023 Transmittal Letter
> New tax deadlines for 2024
> Engagement Letter (same as one from RightSignature

As of today, the must due date for your tax organizer materials for the 2024 filing season (2023 return) is Friday, March 1, 2024 -- in order for us to complete your individual return by Thursday, April 10, 2024.

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SAN DIEGO COUNTY FILERS - READ

For San Diego County filers, there is a filing extension to June 17, 2024. Organizers are due May 1 to file or file and extension. Click here for more information.

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Early Bird Discounts:

February 15, 2024 - 6%
February 22, 2014 - 4%
February 29, 2024 - 2%

NOTE:
1. We will no longer accept JPG files as documentation. Scan necessary documents to PDF files and summarize business and charitable expenses--do send us receipts. 

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2. Your organizer must be substantially complete – including all relevant tax documents in order to be eligible for the discount. 

If your organizer is received on or after Friday, March 1, 2024 through March 29, 2024, your tax return preparation services will be as follows:
❖ An INCREASE of 15%, and you may be subject to late filing or late payments penalties. Preparations of extensions are for an additional fee of a minimum of $50.

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If your organizer is received on or after Saturday, March 30, 2024 your tax return preparation services will be as follows:
❖ An INCREASE of 20% for your tax preparation services, and we will be required to file an extension, and you may be subject to late filing or late payment penalties. In addition, preparations of extensions are for an additional fee of a minimum of $50.
 

Extended Returns

We have similar submission deadlines for extended returns. Our guaranteed timely filing deadline past April 15, 2024, is Tuesday, September 1, 2024. Any tax organizer submitted after that date will incur a 50% fee increase.

Payment is Due Upon Completion of the Tax Returns - NO EXCEPTIONS:
In most cases, we will provide you with a draft of your return via secure electronic mail. When you accept the return, payment is due in full. Your return will not be electronically filed until payment is received in full. Please refer to your engagement letter for additional policies regarding fees and payments.

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Find your Tax Folders in the Mann & Associates Portal. Use the link below to access - submit your password, and you will have access to download and upload all your materials.

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Why Mann & Associates

You benefit because award-winning Jeanne and her team are committed to:

• reducing your accounting fees by efficiently and cost-effectively managing your account. You'll know your fees up front.

• becoming your trusted advisor-­responsive, open and approachable.

• providing close, personal attention to your financial needs.

• giving you the assurance that the personal assistance you receive comes from years of training, technical expertise and keen finan­cial insight.

• continuing our education with up-to-date knowledge of tax laws and regulations.

• utilizing the latest technology to bring you superior service.