Do you work with clients outside of New York?
At the end of 2019 Treehouse decided to focus our growth and deepen our roots in Brooklyn and closed our Oakland office. Many of our CA clients decided to continue working with us after closing the Oakland office but generally we are not taking on new clients outside of NY.
How do I access my client portal?
The first time you access your portal you will need the PIN that was sent to you in your appointment confirmation email. You will be asked to create a username and password. You will be able to use that here: https://treehousetaxes.securefilepro.com/portal/login.aspx
What is this going to cost me to work with Treehouse?
We believe that everyone should have access to excellent tax prep and advice. That's why we offer a sliding scale based on income that we feel is both reasonably low and fair. The exact price you will pay depends on how complicated your tax return is AND how much money you made.
How do I "file" my estimated taxes?
Here is the basic info: when you make quarterly estimated payments they are just payments. You are not actually filing a tax return each quarter. If you have an employer that withholds taxes for you they are sending in these payments for you. If you get paid directly with no taxes withheld, you need to make the payments yourself. The money you send through the year will help fill your tax bucket that you have to fill by tax day. You can pay online here:
2020 Estimated Tax Due Dates:
Q1 and Q2 2020 : ==> Delayed new due date: July 15, 2020 (Wednesday)**
Q3 2020: September 15, 2020 (Tuesday)
Q4 2020: January 15, 2021 (Friday)
Can I send you electronic files securely?
Yes. Treehouse Taxes uses a secure client portal to send and receive electronic files. Once you make an appointment, you will receive a temporary PIN code in your confirmation email and a second email with a link to access your client portal account for the first time. The link will expire, so don’t forget to click through when you receive the email. Once you’ve activated your secure portal account you can send us pdfs or other documents we need to prepare your return. If you need to send us a file but don’t have an account yet, email us at firstname.lastname@example.org so we can set up your portal.
Is it OK to file an extension?
The deadline to file an extension for your 2020 taxes is
> March 15th for S-Corp or Multi-member LLC's
> April 15th for Individuals, Sole proprietors, Single-member LLC's
S-Corp or Multi-member LLC's then have until September 15th to file their returns.
Individuals, Sole proprietors, Single-member LLC's then have until October 15th to file their returns.
REMEMBER: This is an extension to file, not an extension to pay. If you think you owe taxes for the 2020 tax year and you did not make a payment to cover those taxes by the March 15 (biz) or April 15th (individual) tax deadline, penalties and interest begin accruing on March 16th (biz) and April 16, 2021 (individual).