Clothier & Willsey, LLC

(206)805-3000

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    • Home
    • About
    • Services
    • Contact Us
    • Send Secure Files
    • Pay for Services
    • Electronic Tax Organizer
    • FAQ
Clothier & Willsey, LLC

(206)805-3000

  • Home
  • About
  • Services
  • Contact Us
  • Send Secure Files
  • Pay for Services
  • Electronic Tax Organizer
  • FAQ

Frequently Asked Questions

  

Through our secure portal: ShareSafe

  • If you have many files, we recommend submitting a compressed Zip Folder containing all your documents. 


Email your accountant directly

  • Eric
  • Kirk
  • Richard
  • Warren
  • Kaley


Mail documents to our office: 

  • 1000 Second Ave, Suite 1560, Seattle, WA 98104


In your electronic tax organizer (For form 1040 only)

  • The tax organizer will ask you questions based on your previous year’s return and give you an overview of what you may need. You can upload your documents directly into the organizer and submit it once you think all or most information is in there. You'll receive an email at the beginning of the year with your Log In information. 


Send all applicable items from the corresponding checklist below or your tax organizer. Once your accountant reviews the materials provided, they will reach out with any questions or missing items. 


Checklists


Please have all documents to us a minimum of four weeks prior to the corresponding due date, five weeks for Individual returns. If you would like us to file an extension for you, let us know at least two weeks before the first quarter deadline. 


Tax extensions are only for an extension of time to file the return; tax payments are still due by the due date. If taxes are owed, we will attempt to accurately estimate these at the time of filing the extension; however, penalties and interest can still be assessed.


  • Individuals & C-Corp: 4/15; With Extension 10/15
  • Partnerships & S-Corps: 3/15; With Extension 9/15
  • Fiduciary: 4/15; With Extension 9/30
  • Exempt Organizations: 5/15; With Extension 11/15
  • Estate Returns: nine months after the date of death. If extended, add an additional six months.


Click here to see the IRS' current Tax Calendar, Publication 509


Once completed, your return will come to the email address(es) provided to us through our E-Sign program, Assure Sign, from notifications@assuresign.com. For your convenience, you may electronically sign the form(s) on a computer, tablet, or smartphone. 


You must review the return before signing to make sure the information is correct. Once signing is complete, you will be able to download a PDF copy of your return for your records directly from Assure Sign. We recommend you retain a copy of all returns for seven years.


Your return will have a letter towards the beginning of the PDF you received to review & sign outlining any payments due or estimate payments recommended. If you have opted for Electronic Withdrawal/Deposit, make sure to verify your bank account information before signing your return. If you have not opted for automatic Withdrawal/Deposit, you can make payments to the IRS in the following ways.


Individuals:

Paying Tax Due: 

Go to https://www.irs.gov/payments/direct-pay and select the following options.

  • Reason for Payment: Balance Due
  • Apply Payment To: Income Tax – Form 1040
  • Tax Period for Payment: Year on filed return


Making Estimated Payments: 

Go to https://www.irs.gov/payments/direct-pay and select the following options.

  • Reason for Payment: Estimated Tax
  • Apply Payment To: 1040ES (for 1040, 1040A, 1040EZ)
  • Tax Period for Payment: Upcoming tax year


Payment Vouchers: 

Included with your return will be payment vouchers for all required and suggested estimated payments. You can mail these with a check rather than paying electronically. 


Entities:

Payment Vouchers: 

Included with your return will be payment vouchers for all required and suggested estimated payments. You can mail a check with the corresponding voucher.


Electronic Payments: 

You can set up an EFTPS account with the IRS to make electronic payments. https://www.eftps.gov/eftps/ 


State Returns: 

If you have a state return, the letter will include any payments due as well as payment vouchers. Some states offer electronic payment options for non-residents. Please let us know if you would like more information about payment options for your state return.


All invoices will come to the email address(es) provided for E-Sign from the email address billing@clothierwillsey.com. Included in the invoice email are links to our electronic payment system. All our payments options are as follows:

  • Mail a check to:
    Clothier & Willsey, LLC
    1000 Second Avenue Suite 1560
    Seattle, WA 98104
  • Pay With Credit Card or Electronic Check:
    pay.clothierwillsey.com
  • Send the payment through your PayPal account:
    paypal.me/clothierwillsey
  • Call our office:
    (206)805-3000


Checklists

990 Checklist (pdf)Download
1040 Checklist (pdf)Download
1041 Checklist (pdf)Download
1065 Checklist (pdf)Download
1120 Checklist (pdf)Download
1120S Checklist (pdf)Download
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Clothier & Willsey, LLC

1000 Second Ave Suite 1560, Seattle, WA 98122

206-805-3000

Copyright © 2021 Clothier & Willsey, LLC - All Rights Reserved.

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