2018 Tax Preparation Info

This information will assist you in completing your 2018 tax preparation with Business By Design. Please review each of the files below prior to making your tax preparation appointment. If you have any questions on this information, please call us at 952-392-1200.

 

 

PLEASE NOTE: If you plan to upload your tax documents to myBBDPass, please wait to upload until you have gathered substantially all of your documents. This helps us better manage the flow of documents coming into our office.

TAX LAW CHANGES: THE IRS IS SET TO OPEN FILING SEASON ON JANUARY 28TH, 2019. INITITALLY ONLY VERY BASIC RETURNS WILL BE ALLOWED TO BE FILED. DUE TO THE 2018 TAX LAW CHANGES, WE ARE STILL WAITING ON THE FINAL APPROVAL FROM THE IRS ON MANY 2018 FORMS AND INSTRUCTIONS.  

DUE TO THESE DELAYS WE WILL BE UNABLE TO GUARANTEE COMPLETION OF TAX RETURNS BY 3/15 OR 4/15 FOR 2018. RETURNS RECEIVED PRIOR TO THE APPOINTMENT DEADLINES WILL BE GIVEN FIRST PRIORITY OF COMPLETION. WE WILL WORK TO COMPLETE YOUR RETURNS AS TIMELY AS POSSIBLE. EXTENSIONS WILL BE AUTOMATICALLY FILED IF WE ARE UNABLE TO FILE BY THE DUE DATE.

myBBD Relationship Pledge for 2019:

Important Due Dates for your 2018 tax preparation:

Our Tax Organizers

2018 AFFORDABLE CARE ACT QUESTIONNAIRE (REQUIRED):

2018 INDIVIDUAL TAX ORGANIZERS:

2018 BUSINESS TAX ORGANIZERS:

2018 RENTAL ORGANIZERS:

REMINDER: If you would like to send your tax documents to us electronically, please upload them to the Secure File Exchange on myBBDPass.  For instructions on how to upload your documents, click here:  myBBDPass Secure Exchange Instructions