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Get Your Tax Return Completed In 6 Easy Steps 

Step 1
SUBMIT YOUR TAX DOCUMENTATION
By March 15

Choose your method:

 

DigitalUpload to SmartVault folder

OR

Paper:  Mail or drop off at office

Step 4
SIGN YOUR FORMS

Choose your method to sign your Efile documents:

         Docusign with Email

         SmartVault

         Paper Mail

Learn more about the options

 Step 2
GIVE US THE GREEN LIGHT TO BEGIN

Text "GO" to 303-988-1411

OR

include a note with your documents identifying if it is a complete or partial packet.  

Step 5
PAY YOUR FSM FEES

 Choose your method:

     Pay online HERE

 

     Call 303-988-1411

     

     Mail a check with paperwork

Step 3
BOOK TAX RETURN REVIEW CALL 

You will receive notification when your return is ready, including a password needed to schedule a review phone call online with a team member 

Book Your Tax Review Call

Step 6
PAY YOUR TAXES by APRIL 18,2023
OR TRACK YOUR REFUND

Once we receive your signature forms and fee payment we will E-file your return.

The completed return will be uploaded to your SmartVault within 3-5 days from filing. 

It is your responsibility to pay any taxes or estimates due.  

Paying Taxes /Tracking Refund

Tax Preparation: Services
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