Need additional assistance? We’re here to help!

Call (913) 906-9898

Need additional assistance? We’re here to help!

Call (913) 906-9898

Tax Client Handbook

A clear, step-by-step guide to make tax season easier and less stressful.

Tax season doesn’t have to be overwhelming. Our handbook walks you through deadlines, documents, and what to expect, so you feel confident from start to finish.

Explore Our Handbook

Why This Handbook Matters

Designed to keep you organized, confident, and supported every step of the way.

Stay Organized

Keep important dates and documents in one place.

Reduce Stress

Know what’s coming before it arrives.

Save Time

Submit your documents the quick, secure way.

Stay Connected

Reach out to our team when you need extra support.

Meet Your Tax Team

You’ll always have two people looking out for you

At TRPG, we make sure you have the right support every step of the way:

Your Tax Advisor prepares and signs your return, helping guide your strategy.
Your Tax Coordinator is your go-to for questions, documents, and updates.

Together, they keep the process moving and make sure you feel supported from start to finish.

Contact Your Team

📞 Tax Line: (913) 906-9898

☎️ Office Line: (913) 498-8898

📧Email: [email protected]

Important Dates to Know

Mark Your Calendar

TRPG Timeline

What to Expect From Us

Early November – Tax Season Kick-Off
You’ll receive three overview emails to help you prepare.
Mid-November – Engagement Letters
Sent via SafeSend (or mailed if requested).
Late January – Tax Organizers
You’ll get access to your Organizer via SafeSend (or mailed if requested).

IRS Filing Deadlines

What the IRS Requires

March 15 – Business Returns
April 15 – Individual & Trust Returns
May 15 – Non-Profit Returns
September 15 – Business Extensions
September 30 – Trust Extensions
October 15 – Individual Extensions
November 15 – Non-Profit Extensions

Getting Started: Engagement Letters

Your First Step Toward a Smooth Tax Season

Your engagement letter is the green light that allows us to begin preparing your return. It outlines your services, mutual responsibilities, and your fee for tax preparation.

You’ll receive your engagement letter through SafeSend in mid-November. Review it carefully and sign electronically when you’re ready, no printing or scanning required.

Once your letter is signed, you’ll receive a scheduling link in January to book your document drop-off. This helps our team plan your return efficiently and keep everything on schedule.

3 Steps to Get Return-Ready

Review and sign your engagement letter in SafeSend.
Schedule your document drop-off once you receive your link in January.
Gather and upload your documents in SafeSend on or before your document drop-off appointment.

🔎 Having issues?

If you have trouble logging in or signing your engagement letter, we’re here to help.

- Contact your Tax Coordinator, or email us at [email protected].
- You can also visit SafeSend’s Client Guides for quick, step-by-step instructions and FAQs.

Submitting Your Tax Documents

Choose the Easiest Way to Submit Your Documents

You can submit your tax documents in whatever way works best for you. Most clients use SafeSend, our secure, all-in-one system for uploading and managing files.

Option 1: Upload through SafeSend

Access your Tax Organizer and document checklist directly in SafeSend.
Upload your tax documents securely, and everything stays in one place.

Need help with SafeSend?

📞 (913) 906-9898 | 🔗 SafeSend’s Client Guides

Option 2: Mail

Send your documents to our Leawood office: 11460 Tomahawk Creek Pkwy, Suite 400, Leawood, KS 66211

Option 3: Drop Off In Person

You’re always welcome to bring your documents to your nearest TRPG office during business hours.

📍 Be sure to bring your documents on your scheduled drop-off day so we can start your return right away.

Scheduling Your Document Drop-Off

Secure Your Spot for the Season

Once you’ve signed your engagement letter, you’ll receive a link in January to schedule your document drop-off. When your scheduled day arrives, our team begins preparing your return, keeping your process organized and on schedule.

You can choose the date that works best for you, whether you plan to upload through SafeSend, mail, or drop off in person.

What to Know About Scheduling

- You’ll receive your scheduling link in January.
- When your scheduled day arrives, our team begins preparing your return.
- You can upload, mail, or bring your documents, whichever is most convenient.
- If you need to adjust your date, contact your Tax Coordinator for help.
- You’ll receive an email reminder before your scheduled drop-off.

During Tax Season

What to Expect Once Your Return Begins

Once your scheduled document drop-off date arrives, our team begins preparing your return. From there, you’ll receive email updates and notifications through SafeSend to keep you informed every step of the way.

What Happens Next

Document Review: We review everything you’ve provided to confirm we have what we need.
Preparation & Review: Your Tax Advisor and Coordinator work together to prepare your return.
Questions or Missing Info: If anything is unclear or additional documents are needed, we’ll reach out right away by email.
Quality Review: Before sending your return for signature, our team completes a detailed review to ensure accuracy.

Understanding Extensions

If your return cannot be completed by the April deadline, we’ll file an extension on your behalf to allow additional time for completion. Extensions are common and nothing to worry about; they simply give us more time to prepare your return accurately.

- We’ll notify you if an extension is required.
- You’ll still need to pay any estimated tax due by April 15 to avoid penalties or interest.
- Once extended, your return will be finalized as soon as possible after the filing deadline.

After Your Tax Return Is Completed

What to Expect Once Your Return is Finalized

When your return is complete, you’ll receive an email from SafeSend with your finalized documents and signature forms. From there, you can review, sign, and download your completed return.

Final Steps

Review Your Return: Take a moment to review your completed return in SafeSend.
E-Sign Your Forms: Sign your authorization forms electronically so we can file your return.
Confirmation: Once signed, we’ll submit your return and send a confirmation email when it’s filed.

If payment is due with your return, instructions will be included in your SafeSend package.

After Filing

Once your return is submitted, our team conducts a final review to confirm everything has been processed correctly. If there’s anything you need to know, such as IRS updates or additional information requests, we’ll reach out promptly.

Your tax season doesn’t end here, though. If you’d like to explore how your results could inform next year’s strategy or planning opportunities, your Tax Advisor is here to help.

Tax Planning Opportunities

Stay Ahead with Tax Planning

Tax season isn’t just about filing on time; it’s also a chance to look ahead. Proactively requesting a tax projection can help you make smart decisions before deadlines hit.

This is especially helpful if you’ve been extended in the past or expect to owe taxes when filing.

Why Consider a Tax Projection?

Plan Ahead

Understand your potential tax liability early so you can adjust before it’s due.

Avoid Surprises

Know what to expect, no last-minute shocks at filing time.

Personalized Guidance

Work with your Tax Advisor on strategies tailored to your financial goals.

The Benefits of Being a Mutual Client

How Tax and Wealth Services Work Better Together

When you choose to work with TRPG for both Tax and Wealth Management, you gain a more coordinated, efficient, and personalized experience. Our teams collaborate year-round, sharing insights, strategies, and key information, so your financial picture stays aligned and your plan runs smoothly.

Why Clients Love the Combined Approach

Integrated Planning
Your Tax Advisor and Wealth Manager work together to identify opportunities for tax efficiency and strategic decision-making throughout the year.

Simplified Experience
No need to gather or resend information between teams; we already share what’s needed securely on your behalf.

Year-Round Awareness
We keep your complete financial picture in view, so your investment and tax strategies stay in sync as life changes.

Roth Conversion & Tax Opportunities
Identify and implement strategic Roth conversions or tax-saving strategies with both teams collaborating behind the scenes.

💡 Want to learn more?
Ask your Tax Advisor how becoming a mutual client can help you save time, reduce stress, and make the most of our financial plan.

The Retirement Planning Group, LLC. is registered with the Securities and Exchange Commission and has clients nationwide. We offer retirement planning, wealth management and financial planning services.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.