Chuck has over 25 years of experience in corporate return preparation and overall tax planning, including more than 20 years of experience working primarily with financial institutions and their tax needs. Chuck is particularly proficient in compliance issues and interpreting the varying complexities in IRS, state, and local taxing entities as they relate to the banking industry. His tax expertise and experience in the banking industry allow him to work with our tax clients to help them meet their tax compliance needs, understand the impact of their tax situation on overall business performance, develop appropriate tax strategies that are compatible with the specific goals of each institution, and stay aware of the current tax environment as it relates to the banking industry. Chuck has also worked with a wide range of business types, including closely held private and S corporations, limited liability corporations, and partnerships. He’s a member of the Pennsylvania and American Institutes of Certified Public Accountants. Chuck has published several articles on tax issues related to the banking industry and has been a speaker at various seminars.
Suralink – S.R. Snodgrass’s New File Transfer System
Our firm is pleased to announce that we will be implementing a new file transfer system, Suralink. This easy-to-use platform streamlines the document exchange process. Like the file portal you’re familiar with, Suralink encrypts your data in transmission and data at rest (similar to online banking). Plus with Suralink, you can receive a summary email of all activity from your engagements every day, or as desired.
We will disable CCH Client Axcess on Monday, August 23, 2021.
Below are some resources to get you started with using Suralink:
- Introduction Sheet
- Client Experience
- Using Technology to Improve the Client Experience
- Client User Guide
Notifications from the Suralink application are sent via SendGrid and come from the following addresses: firstname.lastname@example.org and email@example.com. We recommend anyone having issues receiving emails from Suralink whitelist these two email addresses. Additionally, we recommend whitelisting the sending IP from SendGrid, which is 18.104.22.168. Doing so will ensure that the emails are allowed through spam filters.
If you have questions about logging in or setting up your Suralink account, please contact us at firstname.lastname@example.org.