New Electronic Tax Return Delivery

System

As part of our effort to create a better client experience and streamline the e-signing and tax delivery process, DDK will now be using SafeSend Returns. SafeSend is a secure and easy program that allows our clients to receive, review, and e-sign their tax returns from their computer, tablet, and smartphone.

Easy 5-Step Electronic Tax Return Delivery Process

  1. You will receive an email from noreply@safesendreturns.com. The DDK logo will appear in this email. 
  2. Click on the secure access link contained in the e-mail.
  3. Verify your identity by entering the last four digits of your Social Security number.
  4. Check your email for a unique Access Code. If you don’t see it in your inbox, check your spam or junk folders.
  5. Congratulations! You now have access to your tax return. SafeSend Returns will walk you through the review and e-signature process with step-by-step instructions.

Video Walkthroughs of the Delivery Process:

Individual Client Tax Return Help

 

Entity Client Tax Return Help

  

Common Questions About our Tax Delivery System

Q: Is it safe to enter part of my Social Security Number?

A: Yes. SafeSend Returns offers 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.

Q: What if I don’t receive an email with my access code?

A: Check your spam/junk email folder. You can also search your email for noreply@safesendreturns.com.      Some email clients hide items they’ve labeled spam or junk, making certain emails difficult to find. If you do not receive your code within the 10-minute time limit, please request another code.

Q: Will this work on any internet-connected device? Does SafeSend Returns offer an app for my smartphone?

A: There is currently no SafeSend Returns app available, but the signature process can be completed on any computer, smartphone or tablet via a web browser.

Q: I’d rather print and sign my e-file authorization form(s). Can I do that?

A: Yes - You can still print, sign and mail your e-file form(s) back to DDK if you’d prefer to do so.

Q: Will I have to print and mail anything to the government?

A: The only items you may need to print and mail out to government authorities is the tax and estimate payment vouchers. 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.

Q: My Spouse and I are filing our return jointly – How can we both sign the e-file authorization form(s)?

A: There are a couple of options:

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/her. He or she will sign the e-file authorization form(s), and an email link will be sent to the second spouse. The second spouse will answer identity verification questions specific to him/her, 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/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), DDK 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/her. After the primary signer signs the e-file authorization form(s), he/she can then enter the shared email address again. A new link will be sent with identity verification questions specific to the second spouse.

Q: Where do the identity verification questions come from? What if I don’t remember the answers?

A: 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). You can instead print, sign and return your e-file authorization form(s) to DDK.

Q: How is this process different from e-filing?

A: 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, DDK is automatically notified, and we will then complete the filing process for you, including submission to the IRS.

Q: Can I sign my dependent's individual return electronically?

A: DDK will deliver your dependent’s return using SafeSend Returns. However, some dependents may not have sufficient government and financial data available to successfully complete the electronic signature process. If there is not enough data available, your dependent will be given the option to download and sign their forms.

Q: Can I set up reminders for my quarterly estimated payment?

A: If estimated payments are included in your review copy, you will automatically receive an email reminder seven days before your payment is due.

Q: Will I receive a notification when my individual return is ready to sign?

A: Yes. Email notifications will be sent from DDK at noreply@safesendreturns.com. We recommend adding this email address to your safe list to prevent the email from getting filtered to spam/junk.

Q: After signing my individual e-file authorization form(s), will I receive confirmation that it was successfully submitted?

A: 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.

 Client Portal Login           Secure File Exchange
   SafeSend Returns

Founded in 1973, DDK and Company offers a thoughtful balance of experience and innovation. We build on our strengths by drawing on the knowledge of our partners while expanding our menu of services into new fields. Based in New York, we serve clients both locally and nationwide.

For most clients, our services are comprehensive. In addition to tax and accounting, clients rely on our guidance when making significant business and personal financial decisions. Our partners – many with a comprehensive understanding of specific industries such as real estate – provide a range of business consulting services, while our extensive Tax and Accounting departments manage those aspects of client portfolios.

Growing Capacity, Personal Touch
As we grow, we continue to position DDK as a multi-service provider that businesses of all sizes can trust. We’re large enough to deliver services comparable to those offered by much larger firms, yet still modest enough in scope to provide personal service. Nationwide our clients tell us we don’t “seem like a New York firm,” due to our friendly, accessible approach, and we’ve never forgotten the importance of nurturing personal client relationships.

When they use the largest CPA firms, even mid-sized companies can get lost in the shuffle. And those companies that opt for smaller firms quickly learn that they can’t handle the sophisticated accounting demands of today’s global markets.

We like to think that any competent firm can produce a financial statement or complete a tax return. However, it is DDK’s personal method of doing business – from a few extra phone calls throughout the year to insightful questions that help clients feel more like business partners– that separates us from the competition.

In addition, on particularly challenging projects, small teams of partners, many of whom have been with us since DDK’s earliest days, collaborate on assignments. Our expertise stacks up against C-level executives at the largest firms.

Serving a Range of Industries
Another advantage of our medium size and diversity of services is that, as our clients grow larger and expand their businesses, we continue to service their increasingly sophisticated needs. DDK works with a range of industries – among the largest being high net-worth individuals, real estate, sports & entertainment businesses and professionals, and start-ups. This diverse expertise means our clients feel comfortable knowing that if they open a new business in another industry or expand operations overseas, we’re prepared to partner with them on that journey.

International Connections, Enhanced Consulting Services
In many ways, DDK is uniquely positioned to service our clients’ international needs. We handle a large book of international business, a segment that’s growing rapidly, as more businesses expand globally and face international tax issues. In addition, we have worldwide connections to leading accounting firms through our membership in Morison KSI, an association of independent accounting firms located across six continents. Morison KSI’s members provide on-the-ground expertise which gives our clients access to local tax, accounting and consulting experts with a thorough knowledge of local statutes and business cultures; this partnership means DDK can offer the most sophisticated advice possible on international funding proposals, matters relating to nationality and immigration, international audits, offshore structures, international trading and more.

Even when clients approach us with business or legal needs that fall outside our areas of coverage, often legal issues, DDK makes thoughtful referrals to trusted advisors in these fields.

Contact us today to gain a deeper understanding of the tax, estate planning, budgeting, and other areas in which the DDK’s experienced, highly accessible accounting and advisory team can help you or your business thrive.

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