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SafeSend

To continue to ensure the safety, security and efficiency of our tax return delivery, MCM is now using SafeSend technology.

You now receive, review and sign your federal and state individual income tax returns from the convenience of your computer, smartphone or tablet. Printing and mailing will be limited, and the whole process is a safe and secure way to keep your information protected.

A few frequently asked questions are below.

How does SafeSend work?

The SafeSend process is simple, user-friendly, and highly secure. It is simply an easier way to review and sign your tax return. You will verify your identity, enter an access code, and follow straightforward, step-by-step instructions to review and finalize your tax returns.

 

Will I receive a notification when my return is ready to sign?
Yes. Email notifications will be sent from MCM. If you are expecting a notification, and aren’t getting one, be sure to check your spam folder.

 

Is it safe to enter part of my Social Security Number?
Yes. This is a secure system to view and sign your e-file authorization form(s). Look for HTTPS:// at the beginning of the site URL and a locked padlock symbol in your browser’s URL bar to confirm you are on the secure site.

 

What if I don’t receive an email with my access code?
Check your spam email folder. If you do not receive your code within the 10-minute time limit, please request another code.

 

Where do the identity verification questions come from? What if I don’t remember the answers?
The questions SafeSend Returns asks are knowledge-based questions pulled from government and credit sources. You may be asked questions such as where you lived in a given year, or when you bought your car or home. In the event the questions do not apply to you, simply choose the answer that accurately reflects this. If you don’t remember the answers to the questions, or you answer incorrectly, you won’t be able to electronically sign your e-file authorization form(s). Don’t worry though – you can still print, sign and return your e-file authorization form(s) to MCM.

 

Will this work on any internet-connected device?
The signature process can be completed on any internet-connected device, including your computer, smartphone or tablet via a web browser.

 

Will I be able to download and print my return to retain for my records?
Yes. If you’re using a smartphone or tablet, you may not be able to download and print your return, but you will be able to review and electronically sign it. But you can always download and print your return from your personal computer, or one that’s connected to a printer, at a later date.

 

How is this different from e-filing?
SafeSend Returns allows you to electronically sign your e-file authorization form(s), but it won’t submit your return to the IRS. Once signed, MCM is automatically notified, and we will then complete the filing process for you, including submission to the IRS.

 

My spouse and I file our return jointly. how can we both sign the e-file authorization form(s)?
For spouses filing jointly, there are three ways to sign via SafeSend:

  • If both spouses have an email address on file, both will receive an email with a link to view the return and sign the e-file authorization form(s). First, one spouse will receive the link with identity verification questions specific to him or her. He or she will sign the e-file authorization form(s) and input the spouse’s email address, which will send an email link to the second spouse. The second spouse will answer identity verification questions specific to him or her and then sign the form(s).
  • If only one spouse has an email address on file, that spouse will first receive the link with identity verification questions specific to him or her. He or she will sign the e-file authorization form(s) and then enter an email address for the second spouse. The second spouse will then receive the email link with identity verification questions specific to him/her. Once the second spouse electronically signs the e-file authorization form(s), MCM will be notified that signing is complete.
  • If a couple shares an email address, the primary signer will first receive a link with identity verification questions specific to him or her. After the primary signer signs the e-file authorization form(s), he or she can then enter the shared email address again. A new link will be sent with identity verification questions specific to the second spouse.

 

Can I sign my dependent’s return electronically?
MCM will deliver your dependent’s return using SafeSend. However, most dependents may not have sufficient government and financial data available to successfully complete the electronic signature process. Therefore, MCM will generally deliver those returns in a manner set up for manual signature and return of the dependent’s electronic filing authorization.

 

I’d rather print and sign my e-file authorization form(s). Can I do that?
While an electronic signature is certainly easier and more convenient, you can still print, sign and mail your e-file form(s) back to MCM if you’d prefer.

 

After signing my e-file authorization form(s), will I receive confirmation that it was successfully submitted?
Yes, once you sign your e-file authorization form(s), you will receive an email stating it was successful. The email will also include a link to download a copy of your tax return for your records.

 

Can I set up reminders for my quarterly estimated payment?
If estimated payments are included in your review copy, you will automatically receive an email reminder seven days before your payment is due.

 

What happens to my source documents?
MCM will return your source documents to you via separate mailing.

 

Will I have to print and mail anything to the government?
In limited circumstances, you may need to print and mail information to government authorities. Common examples include tax and estimate payment vouchers, and local income tax returns. If forms need to be printed and mailed, you will receive clear instructions. You will also be provided options to make tax payments electronically if you prefer not to mail payments.

What if I have questions about SafeSend?

You can contact us directly via e-mail at SafeSend@mcmcpa.com or via phone at 502.882.4004.

 

 

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Personnel Profiling joins MCM

Effective July 1, 2014, Personnel Profiling, Inc. has joined the team at Mountjoy Chilton Medley, Kentucky’s largest CPA & advisory firm. With MCM, we’ll continue to offer the same top notch HR assessments, services and tools, now coupled with a greater breadth of in-demand expertise and services. You can now find the PPI main office and staff at MCM’s downtown Louisville headquarters.

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