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In this issue:

  • Time Is Running Out!
  • The Best Way to Order
  • Prior Year Tax Forms
  • Seminar Season Is Here
  • Memorial Day

Time Is Running Out!
There is only a short time left to take advantage of our biggest renewal discounts of the year. Renew by May 31, 2018, for the biggest savings on CFS software, forms, and supplies:

  • $10 off every program renewed early;
  • 20% off forms, envelopes, folders, and checks;
  • 30% off any first-time software purchase; and
  • Free Forms Starter Kit when you purchase or renew W2/1099 Payroll System.

Don't wait until the last minute; renew now for the best savings of the year!

The Best Way to Order
We are more than happy to take your software order over the phone but, because form orders are generally more complex, we require that they be made in writing. This means you must order your forms by mail, by fax, or at our online store. Of these three methods, the best choice by far is to order online.

If you want to pay by check, you have no choice: you must fill out an order form and mail it to us. This means you must also calculate your own discounts, shipping, and if you are in California, sales tax. Wouldn't it be easier to pay by credit card and let our online store handle all those calculations for you?

Ordering by fax has the same disadvantage as ordering by mail: you must fill out an order form. And fax machines are quickly becoming a thing of the past; they are slower, less reliable, and less secure than the internet. We encourage customers who still submit orders by fax to order online instead. (The exception to this rule is orders for prior year tax forms, which must be faxed. See Prior Year Tax Forms, below.)

Ordering by mail or fax also means we have to enter your order manually before processing it. If you order online using your MyCFS account, your order can be processed instantly.

The easiest, fastest, most secure way to order CFS software, forms, or tax supplies is at our online store. If you haven't tried it, please consider placing your next order there. For faster processing and to ensure you receive your renewal discounts, be sure to use your MyCFS account when ordering. If you don't have a MyCFS account, it only takes a few seconds to create one.

Prior Year Tax Forms
CFS has a limited stock of prior year information return forms. Although we are now taking orders for 2018 forms, it is still possible to order 2017 forms at our online store: before filling out the online order form, select "2017" from the Select Year dropdown menu.

Because they are not shipped from our warehouse, forms for earlier years must be ordered by fax. Download a forms order sheet from our website, fill it out, and fax it to us at 805-522-0187. Make sure you indicate on the order sheet what year forms you are ordering. If you are ordering forms for more than one year, fill out a separate order sheet for each year.

SeminarsSeminar Season Is Here
We will be exhibiting at tax seminars and trade shows this month through January of next year. If you happen to attend one, please stop by our booth with your comments, questions, or suggestions, and to take advantage of our seminar discount on software.

Please don't assume we will be at a seminar or trade show just because we were there before. Our seminar/show schedule changes from year to year, and even though there are seminars/shows we attend most years, there may be a reason that we are unable to do so this year.

Our website has a schedule of seminars and shows at which we plan to exhibit. Please refer to it before you make plans to order from us at a seminar or show. The schedule is updated regularly, but please note that it is subject to change without notice.

Memorial Day
CFS will be closed on Monday, May 28th, in observance of Memorial Day. "Through their deeds, the dead of battle have spoken more eloquently for themselves than any of the living ever could."—Abraham Lincoln

CFS Customer Service

2-for-1 Specials

TaxTools '18 & '19

Financial Planning Tools '18 & '19

Quick Reference Guide '18 & '19

CA 571 Preparer '18 & '19





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