FSM Resources
Here you'll find helpful resources and tools created by the FSM team to help with your upcoming tax season, including our simple Tax Checklist and Comprehensive Organizer.
The documents you need for tax preparation depend on your unique situation. Use FSM's 2023 Tax Checklist to help you know what forms to collect for this upcoming tax season.
Need a more detailed and in-depth explanation of the documents needed for this upcoming tax season? Use FSM's 2023 Comprehensive Organizer to help you stay organized and gather necessary documents.
All FSM tax clients are required to complete our Tax Agreement for Individuals form, covering: Terms of Agreement, FSM Privacy Statement, Communication Policies, and Audit Coverage designation.
All FSM tax clients filing their business return(s) with FSM are required to complete our Tax Agreement for Individuals form, covering: Terms of Agreement, FSM Privacy Statement, Communication Policies, and Audit Coverage designation.
These IRS links are helpful when you have questions about your federal tax return, including refund status and past reporting.
IRS Resources
Where's my refund? Click this link to track the status of your 2023 federal income tax refund. You will need your Social Security or Tax ID number, your filing status, and the exact refund amount on your return.
Where's my amended return? Click this link to track the status of your amended return. You will need your Social Security or Tax ID number, date of birth, and zip code.
Make a payment today or apply for a payment plan.
Starting in 2024, business owners may be required to file a report with FinCEN. FSM will not determine your reporting status or report for you. Find more information here.
Request copies of tax records including transcripts of past tax returns, tax account information, wage and income statements, and verification of non-filing letters.
Colorado Resources
These links are helpful when you have questions about your state tax return, including refund status and online payments.
Where's my state refund? Click this link to track the status of your 2023 state income tax refund. You will have to click the 'Where's My Refund for Individuals' link under the 'Where's My Refund' Section.
Make a payment today or request a payment plan. Choose one of the links under the 'Payment Options' Section.
New to the FSM tax process?
Here at Financial Security Management, we are so excited for this tax year, which is sure to be our busiest yet! While our roster for this year is officially full, we encourage any potential clients interested in our tax services to call and join the waitlist for the 2024 tax year. However, FSM still offers tax support to our current and new financial clients. If you are interested in comprehensive financial planning with FSM, please call our front office to schedule your free consultation today.