Rhode & Van Fleteren, CPA's is one of the leading firms in the area. By combining our expertise, experience and the team mentality of our staff, we assure that every client receives the close analysis and attention they deserve. Our dedication to high standards, hiring of seasoned tax professionals, and work ethic is the reason our client base returns year after year.
Welcome to your Secure Client Portal. Here you can upload and download sensitive files securely.
All communications between our firm and the user are encrypted using the Secure Socket Layer (SSL). This is the same functionality used by banks and popular e-commerce services for secure communication. We also store your files encrypted when they are at rest on our servers, adding an additional layer of security. To protect against data loss, our servers are equipped with technology that automatically mirrors all data in real-time to two separate locations. Regular incremental and full backups of all system data are performed, including off-site data backups stored in two separate secure physical locations, to protect against almost all disaster scenarios.
We had a big change this year, Steve Van Fleteren retired on 6/30/22. For those who would email documents to Steve please avoid using his email because it will delay the completion of your return.
All of us are going through a transition and we are asking that you please be patient. Many of the meetings and phone calls will now fall to me. This will take up significant amounts of my time. In an effort to help, I have added new staff and increased the hours of our seasonal help. We currently have four CPAs and four accountants, all who have experience working on tax returns. For this reason, I have assigned responsibility for various clients to my staff to help provide you the excellent service you are used to receiving.
It is still necessary to limit the amount of tax meetings since there are only so many hours in a day. For returns that don’t have a meeting, our procedure will be to have a team member contact you directly, to obtain final pieces of information, provide tax results, and answer any other questions. If you need a meeting, please contact the front desk.
What can you do to help us with our process? Get your stuff in early!! Often waiting to give us your documents because you are missing one piece or you get busy can delay the completion of the return. The earlier we can review your documents the sooner we can determine what else we need. Next gather all important tax documents mailed to your home and review tax documents that you receive online so you can login to get them printed. It is usually a broker statement or a K-1 that comes later don’t wait on these things. Any return we receive after April 1, 2023 will have to be put on extension. The 2022 tax season procedures and tax information form are attached.
We strive to continue to provide excellent and efficient service. This information will also be available on our website and our Facebook page. Please contact us if you have any questions regarding our procedures. We are happy to help and look forward to serving you.
ANGELA RHODE, CPA
2022 Tax Season Procedures
Client organizers were printed the first week of January 2023 and we used the prior year list of taxpayers who requested them. If you would like to be added to the list, please call us at 810-653-1930.
Please fill out the enclosed form and return it with your tax documents.
Options to deliver your documents to us:
Mail - It is best to make copies and send certified mail.
Deliver to our office and deposit them in our secure drop box located to the right of the suite door. Please enclose everything in a sealed envelope.
Send them through our secure, electronic Portal. Please contact our office and we will assist you with setting up an account.
Email your documents to firstname.lastname@example.org . Avoid this method with confidential information because this method is not secure.
When your return is complete, we will arrange to review it with you either by phone, zoom meeting or facetime appointment.
Options to receive your tax returns:
Pick up at our office.
Mail – Returns will be sent USPS certified mail for tracking purposes. There is a $10 fee for this method.
Portal – 24-hour access to your returns once an account is created.
IMPORTANT: Form 8879 will be included with your finalized tax return. It must be signed and returned in order for us to file your tax returns with the IRS and state. You can return this form to our office by dropping it off, mailing it, or fax to 810-652-1933. If you decide to email to email@example.com, please make sure to block out social security numbers.
For years, Rhode & Van Fleteren, CPA's has been providing quality, personalized financial guidance to local individuals and businesses. Our expertise ranges from basic tax management and accounting services to more in-depth services such as audits, financial statements, and financial planning.
Rhode & Van Fleteren, CPA's is one of the leading firms in and throughout the area. By combining our expertise, experience and the team mentality of our staff, we assure that every client receives the close analysis and attention they deserve. Our dedication to high standards, hiring of seasoned tax professionals, and work ethic is the reason our client base returns year after year.
Our mission is to help clients maintain financial viability in the present, while taking a proactive approach to achieve future goals. This requires open communication to reach an understanding of our clients' needs through research and sound analysis. Rhode & Van Fleteren, CPA's is dedicated to meeting these goals with high standards of excellence and professionalism. We have been a staple of the area's business community for years, and pride ourselves on the level of esteem we have earned.
Our dedication to hard work has earned the respect of the business and financial community in and around the area. We believe this to be a direct derivative of our talent and responsiveness to our client base. Whether you are a current or prospective client, rest assured that individuals and businesses who choose Rhode & Van Fleteren, CPA's receive competent and timely advice.