All tax returns, taxpayer documents, audit, review and compilation working papers and reports are now being stored in an electronic filing cabinet.  Documents going back as far as 2006 have all been scanned and are now stored in the electronic file cabinet.

 With the exception of the very small number of states that are not yet set up to accept electronically filed income tax returns, all tax returns prepared by CA Brandt are submitted to the Internal Revenue Service and State Taxing Authorities electronically.

 Clients of CA Brandt now have the option of submitting their tax information via an electronic Tax Notebook.  The Notebook walks the client through the various types of information they need to submit, poses pertinent questions, and allows them to key in their information.  We are then able to create a tax return from this tax notebook through an interface with our tax preparation software.

 It is the firm's practice to provide clients with a copy of their tax returns and/or financial statements that we prepare.  We will still provide paper copies to those who request them but electronic copies are available and will be sent to all who do not request paper.

 Faxes are now being sent and received directly to and from our desktop computers.  No more feeding documents into the fax only to find out that what was received at the other end was illegible.

 A quarterly newsletter is now being sent to all those in our electronic database.  We have procedures in place to ensure that we obtain an email address for every client and business associate of the firm. 

We're proud to lead the way in establishing ecologically-sound best practices for professional service firms such as ours!

Have any other ideas? We'd love to hear them! Email us!