Services
Tax Season Commitment & FAQs
Our Commitment to a Smoother Tax Season
To make your experience with VSH CPAs as smooth and efficient as possible, we have invested in systems, processes, and dedicated support to guide you through tax season with clarity and confidence.
Below you will find our tax season commitments, how to work with our team, and answers to the most common questions we receive from clients.
Your Dedicated Client Service Coordinators
To improve communication and turnaround time during tax season, VSH CPAs assigns Client Service Coordinators (CSCs) to support your engagement.
Your CSC may contact you regarding:
- Requests for documents or clarification
- Return status updates
- Delivery of completed returns
They work closely with VSH partners and client managers preparing your return. Prompt responses to calls and emails help us complete your work accurately and on time.
Sierra Farr
Shalon Hurlbert
Philana Crouch
Katie Davis
Tax Season FAQs
How you submit your information depends on how it was requested.
If you received your organizer electronically by email:
- Use the secure upload link provided in the email to submit documents securely
If you received your Individual Tax Organizer electronically via SafeSend:
- Click the access link from SafeSend and verify your identity
- Review and complete the organizer, confirming information has not changed
- Upload attachments as PDFs or Excel files when possible to avoid delays
- Do not submit the organizer until it is fully complete. You can save your progress and return to it later
- Click “Finish” or “Complete” when done
Once submitted, the organizer will be locked by VSH within 24 hours so preparation can begin.
If you received your Individual Tax Organizer by mail:
You may return paper organizers:
- In person
- By mail
- By email to info@vshcpa.com
Office locations:
Whatcom Office
2200 Rimland Drive, Suite 205
Bellingham, WA 98226
Skagit Office
200 E George Hopper Rd
Burlington, WA 98233
Please note: original documents are not returned. Submit copies if you wish to retain originals.
Best practice:
The most efficient and cost-effective method is submitting all documents through SafeSend or ShareFile. If you received the organizer via SafeSend, please return documents through SafeSend.
If you cannot access your organizer, email info@vshcpa.com and a CSC will assist you.
Submitting all information at the same time allows us to prepare your return efficiently. Missing or late information may result in delays or additional fees.
The time it takes to complete your return depends on several factors, including:
- The completeness and organization of the information provided
- How quickly follow-up questions or requests for clarification are addressed
- The complexity of the return
Returns are generally prepared in the order complete information is received. Submitting all required documents together allows your return to move forward without interruption. If information is missing or submitted in stages, preparation may pause until everything needed is received.
As tax deadlines approach, additional time is needed to prepare extensions where required. During the busiest weeks of tax season, this can affect how quickly returns are finalized. Any returns that are extended are completed as soon as possible after the filing deadline.
If you have specific timing considerations, we encourage you to communicate those early so we have appropriate context as we plan work during tax season.
For questions related to your return, please contact your Client Service Coordinator.
If you are unsure who your CSC is, contact reception at (360) 734-8715 and we will connect you with the appropriate person.