Empowering Success: The Cornbelt Financial Client Experience

At Cornbelt Financial, we believe that empowering our clients is key to their success. Our approach goes beyond traditional accounting services; we strive to provide a comprehensive client experience that includes utilizing available tools, timely document submission, proactive tax planning, and embracing our paperless and remote office. By empowering our clients with the right resources and guidance, we aim to create a partnership that fosters success and financial well-being. 

Use of Available Tools, Resources, and Workflows
We have carefully selected and developed tools and workflows that streamline our processes and enhance your experience. By adhering to these preferred methods, you not only benefit from our optimized services but also help us maintain efficiency across the board. Exceptions will become limited as outliers often experience a less-than-preferred experience and distract us from serving clients using the preferred tools and resources. Clients who do not use the recommended tools may experience delays and may be subject to additional fees in the future. Let's work together to ensure a smooth and efficient process for everyone.

Timely Document Submission
One of the key factors in providing timely and accurate tax services is the early and complete submission of your tax documents. Utilize our client portal to upload your documents and check your inbox for system notifications from [email protected]                                                           & [email protected]. This ensures that we can start working on your returns promptly and avoid any last-minute rushes.

Proactive Tax Planning
Engaging in off-season tax planning is crucial for optimizing your tax outcomes and gaining insights into what to expect in the next tax season. By working with us proactively, you can take advantage of strategies that minimize your tax liability and improve your overall financial health.

Paperless and Remote Firm
We are proud to operate as a paperless and remote firm, saving approximately 60,000 pages of paper annually, which is equivalent to about six trees and over 16 tons of carbon by not requiring staff to commute. This commitment to sustainability not only benefits the environment but also enhances our efficiency and reduces overhead costs, allowing us to focus more on serving you.

Essential Requirements for Clients
To ensure a smooth and efficient process, we require the following from our clients:

• An email address for each person (taxpayer, spouse, children 18 and up if filing a return, etc.).
• Acceptance of the engagement online before any work starts. Once accepted, this becomes recurring.
• Ability to submit an organizer online.
• Ability to e-sign documents.
• Ability to view PDFs.
• Ability to upload and download documents to/from our portal.

If you need assistance with any of these items, please identify a person who can help, and we will capture their contact information along with a Disclosure Authorization.

Setup Direct Debit / Deposit for Refunds and Balances Owed
Setting up direct debit for balances owed and direct deposit for refunds simplifies the payment process and ensures timely transactions. This also reduces the risk of errors and delays associated with manual payments.

Update Tax Withholding or Submit Quarterly Estimates Online
To avoid any surprises at tax time, it’s essential to regularly update your tax withholding or submit quarterly estimates. This proactive approach helps manage your cash flow and ensures you stay compliant with tax obligations throughout the year.
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By following these guidelines and utilizing the resources we provide, you can maximize the benefits of our services and ensure a smooth and successful partnership with Cornbelt Financial. We are here to support you every step of the way and help you achieve your financial goals.