November 2019
INFORMATION ON OUR NEW TAX ORGANIZER SYSTEM
In years past, we have mailed you paper tax organizers to assist in compiling your documents needed for your individual tax preparation. These organizers provide us with basic administrative information, as well as information on your tax situations which assist us in preparing your individual tax returns. Filling out your organizer helps us to complete your returns faster and more efficiently, allowing us to serve you better!

This year, in an effort to increase the number of completed organizers we receive, we have decided to move to an electronic organizer system. Instead of receiving a paper tax organizer by mail as was done previously, you will instead receive an email indicating that your organizer is ready to access on our client portal. You can then log in to your portal account, download your organizer, complete it, and upload it back onto the portal for us to use for your tax preparation. Additionally, you will be receiving an email from DocuSign allowing you to electronically sign your engagement letter. As in the past you will find your tax appointment time and date on the letter, if applicable.

NOTE: Please reach out to us if your email address has recently changed, or if you have a preferred email address for our notifications to be sent to. If you prefer to continue using paper organizers, we would be happy to provide one upon request.

Emails indicating that your organizer is ready and, on our portal, will be sent sometime in late December or early January. Please feel free to reach out to us with any questions you may have in the meantime.
IMPORTANT DEADLINES & REMINDERS
January 15, 2020 - Fourth-quarter estimated payments are due to the IRS and Colorado Department of Revenue.
January 31, 2020 - Forms 1099 and Form 1096 must be filed with the IRS
EMPLOYEE SPOTLIGHT
Trevor Neill
Trevor, a Nebraska native, joined the Soukup, Bush & Associates team in July of 2018. He graduated with High Distinction from Hastings College in May of 2015 with a Bachelor of Arts degree in Accounting.

Before becoming a part of the Soukup, Bush & Associates team, Trevor worked for three years in banking in Fort Collins. He now works as an associate in the tax department of the firm.

In his free time, Trevor enjoys spending time with family and friends, golfing, playing softball, and exploring all of the outdoor activities Colorado has to offer.
COSTUMES FOR A CAUSE
Each year, SBA associates participate in Costumes for a Cause, a charity fundraiser supporting Project Self Sufficiency. This is a fun way for our associates to dress up for Halloween while making a difference in our community! Congrats to this years costume contest winners: Ashley, Dane, and Elise!

Project Self Sufficiency is a not-for-profit organization serving the Fort Collins and Loveland communities. Their mission is to assist low-income, single parents in their efforts to achieve economic independence and become free from community and government assistance while building and maintaining strong, healthy families.