Image by Nathalia Segato

Get Your Tax Return Completed In 6 Easy Steps 

1.
GATHER YOUR TAX DOCUMENTATION

Find your tax organizer either emailed to you, in your SmartVault Folder or sent in mail

4.
SIGN YOUR FORMS

DocuSign

 

OR

 Mail

 2.
SUBMIT DOC PACKET

Upload to SmartVault, Send Copies in Mail OR Curbside Scan at office

5.
PAY YOUR FSM FEES

         Choose your method: 

 

    1.  Pay online HERE 

2.  Call the Office

    3. Mail paper check

3.
REVIEW RETURN

We will call you when your return is completed to discuss results and further instructions

6.
PAY YOUR TAXES OR TRACK YOUR REFUND

 www.irs.gov

               www.tax.colorado.gov

 

    OR 

 Mail your payment per instructions in return