OUR TRANSITION GOALS
#1 - - To give our clients plenty of time to agree to the transition plan or find another CPA. Over the years we found that many CPAs simply walked away from their clients and we feel that is not fair to clients.
#2 - - To remove the "administration" of running an office! Running an office takes a LOT of time and effort.
Hendrickson & Associates, LLC has a fully functioning office with great customer service.
This will allow us more time to actually do the work.
#3 - - Cease providing our accounting and tax services in a "retail" manner by the end of 2024. We will still be here but by appointment only.
We are not closing, but providing our services as needed under the Lana Hendrickson, CPA brand.
#4 - - Provide us with more free time to travel and enjoy life in general.
WHAT YOU NEED TO DO
Please contact us at your earliest convenience with your approval to start the transition.
If you have any questions, please call.
IN GENERAL, THE FOLLOWING IS THE TRANSITION PLAN (as of 06.30.24)
As our plans mature throughout the end of this year, we will keep you apprised of modifications to the plan as necessary.
Please understand that there will be changes, but they will be to your benefit!
As such, we are recommending that you approve us transitioning your account to Lana Hendrickson, CPA.
Lana will become your new CPA of record at that time.
Lana and her office will be on the front lines to meet with you to discuss the results of the return and to answer any questions you might have, including questions related to tax planning.
TAX AND ACCOUNTING DOCUMENTS
If you choose to transition your account to Hendrickson, CPA, you will send all your tax information to her office and she will see that your tax returns are accurately and timely prepared. And again, we will be assisting as necessary to get the work done.
The sooner you make the decision the better as it will take Lana time to set you up in her client system.
The address of Lana Hendrickson's office is 6000 Shakerag Hill, Suite 110, Peachtree City, GA 30269
Through the end of 2024, you may still use our office in Fayetteville as a drop-off point if that is convenient for you.
However, please know that your documents and returns will have to be picked up at her office, unless you opt to receive a pdf via email, as many of you already choose to do.
As an option, you can request to pick up your returns and documents at our office in Fayetteville but please schedule a time so we will be here when you arrive.
Starting as soon as possible, once Lana has you setup in her system you will be able to access her easy-to-use online client portal.
PERSONAL TAX RETURNS 2023
If PCO CPA extended your 2023 income tax returns, then you can either have PCO CPA complete your 2023 tax returns or if you prefer, HENDRICKSON CPA can prepare them but you need to decide ASAP as the onboarding process takes time and it should be done outside of tax season as time permits!
Hendrickson CPA will start ASAP on 2023 and forward as soon as you OK the transition.
The CPA who ends up preparing and efiling your 2023 personal tax returns will sign as the preparer.
Starting in 2025, Lana will be signing all tax returns.
BUSINESS TAX RETURNS 2023
At this time, Oddo CPA will complete the 2023 tax work because we are most familiar with your overall business/personal tax situation.
Oddo CPA will sign as the preparer.
As soon as you agree to the transition, once your 2023 tax returns are completed, we will perform the onboarding to Hendrickson CPA.
Lana will be signing your business tax returns starting in 2025.
But again, the sooner you agree to the transition, the sooner Hendrickson CPA can get you setup in their system and begin getting familiar with your account.
3RD QUARTER 2024 PAYROLL TAX RETURNS
Oddo CPA will handle them.
4TH QUARTER 2024 PAYROLL TAX RETURNS
Hendrickson CPA will be in charge and Oddo CPA will be assisting as necessary.
2025 PAYROLL TAX RETURNS
Hendrickson CPA will be in charge and Oddo CPA will be assisting as necessary.
SALES TAX RETURNS
Oddo CPA will complete through October 2024 and then Hendrickson CPA will take over late 2024 and into 2025.
1099 FORMS FOR 2024
Hendrickson CPA will be in charge and Oddo CPA will be assisting as necessary.
PROPERTY TAX RETURNS FOR 2025
Hendrickson CPA will be in charge and Oddo CPA will be assisting as necessary.
TAX ESTIMATES
2024- - If we prepared your 2023 business returns, we will be able to assist with the tax estimates.
2025- - Hendrickson CPA will be in charge and Oddo CPA will be assisting as necessary.
WORK NOT YET DONE AND OPEN ISSUES
Oddo CPA will make every effort to complete any open current work.
Oddo CPA will also make every effort to resolve any open issues you may have with the IRS and GA.
Hendrickson CPA will begin to address new IRS/GA issues as they arise and Oddo CPA will assist as necessary.
BILLING
Please make every effort to make sure your account with Oddo CPA is current.
Hendrickson CPA will take over the billing as soon as you OK the transition.
As such, invoices you receive from Hendrickson, CPA may include some time charges that Oddo CPA incurred before the transition.
CHANGES AND SIMILARITIES YOU CAN EXPECT
Many procedures will remain the same, but as noted above, you should expect changes.
We feel the changes will definitely be to your benefit.
PORTAL
Hendrickson CPA has a secure client portal system in place allowing you to upload documents, and retrieve copies of your tax returns.
2024 ORGANIZER
Hendrickson CPA will email you your organizer for your 2024 taxes.
2024 EFILING
Tax returns will be electronically signed reducing the need for you to provide signed PAPER efile forms.
This will save you time, effort, and postage.
PHYSICAL OFFICES
PCO CPA office in Atlanta is already “by appointment” only.
PCO CPA Fayetteville will become “by appointment” only towards the end of 2024.
Starting now or in 2025, Hendrickson, CPA office is open for your convenience and you should try to use it at your earliest convenience.
REMOTE MEETINGS AND SUPPORT
Both Oddo CPA and Hendrickson CPA will continue to utilize remotes software and can meet with you online so distance is still not an issue.
REMINDER EMAILS
Emails letting you know what is due, when it is due, what is needed from you, and when we need it will be sent from Hendrickson, CPA starting in 2025.
Oddo CPA will send emails as needed.
HOWEVER - - - we strongly suggest that you go to the following link.
www.oddocpas.com/whats-next.html
^---You should print this and refer to is frequently.
#1 - - To give our clients plenty of time to agree to the transition plan or find another CPA. Over the years we found that many CPAs simply walked away from their clients and we feel that is not fair to clients.
#2 - - To remove the "administration" of running an office! Running an office takes a LOT of time and effort.
Hendrickson & Associates, LLC has a fully functioning office with great customer service.
This will allow us more time to actually do the work.
#3 - - Cease providing our accounting and tax services in a "retail" manner by the end of 2024. We will still be here but by appointment only.
We are not closing, but providing our services as needed under the Lana Hendrickson, CPA brand.
#4 - - Provide us with more free time to travel and enjoy life in general.
WHAT YOU NEED TO DO
Please contact us at your earliest convenience with your approval to start the transition.
If you have any questions, please call.
IN GENERAL, THE FOLLOWING IS THE TRANSITION PLAN (as of 06.30.24)
As our plans mature throughout the end of this year, we will keep you apprised of modifications to the plan as necessary.
Please understand that there will be changes, but they will be to your benefit!
As such, we are recommending that you approve us transitioning your account to Lana Hendrickson, CPA.
Lana will become your new CPA of record at that time.
Lana and her office will be on the front lines to meet with you to discuss the results of the return and to answer any questions you might have, including questions related to tax planning.
TAX AND ACCOUNTING DOCUMENTS
If you choose to transition your account to Hendrickson, CPA, you will send all your tax information to her office and she will see that your tax returns are accurately and timely prepared. And again, we will be assisting as necessary to get the work done.
The sooner you make the decision the better as it will take Lana time to set you up in her client system.
The address of Lana Hendrickson's office is 6000 Shakerag Hill, Suite 110, Peachtree City, GA 30269
Through the end of 2024, you may still use our office in Fayetteville as a drop-off point if that is convenient for you.
However, please know that your documents and returns will have to be picked up at her office, unless you opt to receive a pdf via email, as many of you already choose to do.
As an option, you can request to pick up your returns and documents at our office in Fayetteville but please schedule a time so we will be here when you arrive.
Starting as soon as possible, once Lana has you setup in her system you will be able to access her easy-to-use online client portal.
PERSONAL TAX RETURNS 2023
If PCO CPA extended your 2023 income tax returns, then you can either have PCO CPA complete your 2023 tax returns or if you prefer, HENDRICKSON CPA can prepare them but you need to decide ASAP as the onboarding process takes time and it should be done outside of tax season as time permits!
Hendrickson CPA will start ASAP on 2023 and forward as soon as you OK the transition.
The CPA who ends up preparing and efiling your 2023 personal tax returns will sign as the preparer.
Starting in 2025, Lana will be signing all tax returns.
BUSINESS TAX RETURNS 2023
At this time, Oddo CPA will complete the 2023 tax work because we are most familiar with your overall business/personal tax situation.
Oddo CPA will sign as the preparer.
As soon as you agree to the transition, once your 2023 tax returns are completed, we will perform the onboarding to Hendrickson CPA.
Lana will be signing your business tax returns starting in 2025.
But again, the sooner you agree to the transition, the sooner Hendrickson CPA can get you setup in their system and begin getting familiar with your account.
3RD QUARTER 2024 PAYROLL TAX RETURNS
Oddo CPA will handle them.
4TH QUARTER 2024 PAYROLL TAX RETURNS
Hendrickson CPA will be in charge and Oddo CPA will be assisting as necessary.
2025 PAYROLL TAX RETURNS
Hendrickson CPA will be in charge and Oddo CPA will be assisting as necessary.
SALES TAX RETURNS
Oddo CPA will complete through October 2024 and then Hendrickson CPA will take over late 2024 and into 2025.
1099 FORMS FOR 2024
Hendrickson CPA will be in charge and Oddo CPA will be assisting as necessary.
PROPERTY TAX RETURNS FOR 2025
Hendrickson CPA will be in charge and Oddo CPA will be assisting as necessary.
TAX ESTIMATES
2024- - If we prepared your 2023 business returns, we will be able to assist with the tax estimates.
2025- - Hendrickson CPA will be in charge and Oddo CPA will be assisting as necessary.
WORK NOT YET DONE AND OPEN ISSUES
Oddo CPA will make every effort to complete any open current work.
Oddo CPA will also make every effort to resolve any open issues you may have with the IRS and GA.
Hendrickson CPA will begin to address new IRS/GA issues as they arise and Oddo CPA will assist as necessary.
BILLING
Please make every effort to make sure your account with Oddo CPA is current.
Hendrickson CPA will take over the billing as soon as you OK the transition.
As such, invoices you receive from Hendrickson, CPA may include some time charges that Oddo CPA incurred before the transition.
CHANGES AND SIMILARITIES YOU CAN EXPECT
Many procedures will remain the same, but as noted above, you should expect changes.
We feel the changes will definitely be to your benefit.
PORTAL
Hendrickson CPA has a secure client portal system in place allowing you to upload documents, and retrieve copies of your tax returns.
2024 ORGANIZER
Hendrickson CPA will email you your organizer for your 2024 taxes.
2024 EFILING
Tax returns will be electronically signed reducing the need for you to provide signed PAPER efile forms.
This will save you time, effort, and postage.
PHYSICAL OFFICES
PCO CPA office in Atlanta is already “by appointment” only.
PCO CPA Fayetteville will become “by appointment” only towards the end of 2024.
Starting now or in 2025, Hendrickson, CPA office is open for your convenience and you should try to use it at your earliest convenience.
REMOTE MEETINGS AND SUPPORT
Both Oddo CPA and Hendrickson CPA will continue to utilize remotes software and can meet with you online so distance is still not an issue.
REMINDER EMAILS
Emails letting you know what is due, when it is due, what is needed from you, and when we need it will be sent from Hendrickson, CPA starting in 2025.
Oddo CPA will send emails as needed.
HOWEVER - - - we strongly suggest that you go to the following link.
www.oddocpas.com/whats-next.html
^---You should print this and refer to is frequently.