Delivering Tax Returns on a Platter

… On a CD platter, that is. One St. Louis CPA takes his clients a step closer to paperless.

by Rick Telberg
At Large

Every year after tax season, Joe Eckelkamp convenes a full-day off-site “debriefing day” with the staff of his St. Louis CPA firm. “We discuss what we did right, did wrong, want to change or want to keep the same,” he says.

At last year’s meeting, they decided to reduce the paper processed in the office and to enhance the client’s tax-return package with paperless alternatives. Indeed, all but five of the firms were e-filing.

Eckelkamp’s tax prep package, one of the market leaders, already provided more than enough paperless capability. But he wanted to move slowly, adopting a three-year plan to go paperless with clients, whether that meant online, e-mail, PDF, CD or some new media yet to be discovered.

This year, for the 2006 filing season, Phase 1 was launched. READ MORE →