We will be using a new platform called Liscio to communicate and share files with clients. The platform will also allow us to receive e-signatures from clients and has a built-in scanner to make it easier for clients to scan and send documents to us.
Liscio is a secure, invite-only platform that is easy to use and more secure than email. It can be used through their website or as a mobile app on your phone, tablet or other device so clients can work with us wherever they are, making communications between our firm and clients easier and more efficient.
We are asking current clients to provide their correct email address to us by emailing Eva at email@example.com to get invited to this exciting new platform. We will be using Liscio from now on for communications as we are doing away with emails.
IF YOU ARE A NEW CLIENT PLEASE CALL OUR OFFICE AT 563-264-1385. DON'T SCHEDULE AN APPOINTMENT ONLINE! Thanks.
If you participated in the Advanced CTC and received monthly payments, you will need to bring in your letter from IRS to your tax appointment.
You will be getting a letter from IRS for the stimulus amount that you received in early 2021. This will need to be brought in with your tax information.
Please be sure to read through the 2021 tax letter as a few things have changed for this year. If we don't have the necessary documents we will not be able to complete your taxes.
If you have a business of any type please be sure to look at the business letter. As there will be items that need to be brought in with your tax information before we can even start working on your taxes.
Here at Kay L. Chapman, CPA PC, we are dedicated to you and all your accounting and tax needs.
Kay Chapman graduated with an accounting degree from the University of Northern Iowa in 1987 and received her CPA certificate shortly after graduation. She worked as a staff accountant and auditor for a few small CPA firms before starting her own firm in 1997.
Kay L. Chapman, CPA PC, performs annual audits of several school districts, non-profit organizations and local businesses, prepares individual and business tax returns for over 500 clients each year, and provides bookkeeping and payroll services for many local businesses.
Services Customized to Your Business
Payroll and Processing and Reporting
Company Formation Assistance and Advice
Tax Planning and Preparation
Consulting on various tax issues and preparation of income tax returns for individuals, corporations, Sub S corporations, partnerships, LLCs, and non-profit organizations.
Professional representation can be vital during an audit, and our experience with tax authorities enables us to guide clients in their dealings with federal and state agencies. If you have been chosen for an audit, the professional representation we can provide can put many of your worries at bay.
Our payroll services can help you reduce the time spent on administration through developing and implementing a computerized payroll system that will facilitate processing, timely payment, and preparation of tax returns.
Accurate record-keeping is essential to a successful business yet can also be complicated and time consuming. Let us help you with the organization and day-to-day tasks of bookkeeping so you can focus on your core business.
Your business entity has a large impact on your taxes and other liabilities. From your company's inception through its growth and development, we can advise you on choosing an entity type and later restructuring if advantageous.