3 Easy Steps!
Sign Engagement Letter & Complete Questionnaire
Everything is better when it’s organized, and we like to do our due diligence. You can both sign our engagement letter and tell us about your tax year by completing our online tax questionnaire using one of the appropriate links below.
IMPORTANT: If this is your first year working with us for your taxes, do not use these forms. We will contact you directly with instructions and questions regarding your tax situation.
This is required each year for all existing clients and should take you approximately 15 – 30 minutes to complete.
Upload Your Tax Documents
Upload your tax documents to our secure client portal, or:
Contact us at 303-904-1451 if you don’t have access to the portal already.
Please upload PDF files or Excel spreadsheets only.
File names CANNOT include special characters such as ?!&*#@%=+.
You can upload a ZIP file if you have a lot of files to send to us.
Drop off your tax documents at 6400 S. Fiddlers Green #250-1062 Greenwood Village, CO 80111
Mail your tax documents to 6400 S. Fiddlers Green #250-1062 Greenwood Village, CO 80111
Give Us the Green Light
We need your confirmation that all relevant forms have been filed or uploaded to start your return!
Signed the Tax Engagement and if needed paid your retainer?
Completed the questionnaire?
Given us all of your tax documents?
Congratulations! Now, just give us the “green light” to let us know that we can get started working on your return.
You can call us, text “Green Light” to 303-904-1451, or send us a portal message. It’s up to you!
IMPORTANT: We will not start on your return unless we hear from you.
What happens after you give us the green light?
Each client goes into our queue based on when they give us the green light.
Our turnaround time for your tax return is based on the order in which you enter our queue.
We will reach out to you once we get started on your return and follow up with you if we have questions. Make sure to let us know if you have any specific questions so we can address them accordingly.
As soon as we have your tax return completed, we will reach out to you for the final steps, including answer all your questions, going over the tax return, payment of the balance due and signing the e-file authorization forms.
Do not hesitate to call us at 303-904-1451 if you have any questions.
Please do not email or text tax documents to us. It is not safe! Instead upload documents to the portal. We also prefer if you use the secure portal message system to communicate with us instead of emailing us.
We have strict no-click policy and won’t open any email attachments or click on email links. This is for your own safety. We are trying to adhere to the highest standards to keep your data safe.
Disclosure Authorization: Unless authorized by law, we cannot disclose, without your consent, your tax return information for purposes other than the preparation and filing of your tax return. Please complete the disclosure authorization if you would like to allow somebody else other than your spouse (e.g. Financial Planner, parent, child) to communicate with us about your tax return.