Authorization to send tax documents

Wipfli has entered into an agreement with RMW Accounting Inc. to transition the role of your tax provider to RMW Accounting.

RMW is well-suited to meet your current needs and will work to maintain an annual fee consistent with your current rate.

By February 10, please follow this link to authorize us to send RMW your 2018 and 2019 tax return documents.

You will be required to enter the unique identifier that is shown in the lower left corner of the Form 7216 form that was enclosed in your notice letter.

If you are married and filing a joint return, each spouse can use the same link, enter the same unique identifier, and submit their signatures separately. Otherwise, the first person submitting their signature can indicate there will be a second signer, enter their spouse’s name and email address, and the spouse will receive an email with the link to use to enter and submit their signature (the spouse will not need to enter the unique identifier).

Once RMW receives your documents, a team member will contact you to discuss the details of your return.

For more information on the services RMW can provide you, please visit rmwaccounting.com/wipfli.

If you have any questions about this form, contact us