Mailing Address: 12365 Huron St. Suite 1800 Westminster, Co 80234
Use theCC Authorization formto submit payments to PTS. Or you can phone it in or send in the body of a regular email.
Download theTax Planningpdfdocument to use as a checklist for when your documents start to arrive.
Documents must be properly identified with your name, the document name, and the tax year. Once you scan the documents into your phone or computer you may have to 'save as'...
3. We'll prepare your tax returns, federal and all states. Included will be a complete listing of all forms & schedules required.
4. Finalizing is the last step
Review your client copy
Pay the tax preparation fee
-The returns will be electronically filed
-Wait for your refund (within 21 days) or pay your balance due for tax liabilities (by April 15th or the due date for that year)
Mail in | Drop off | email | upload client portal.
HOW IT WORKS
1. Gather your formal documents & information.
Think W2's, 1099's, additional statements like Profit/Loss that will aid in the preparation of your tax returns. Send the annual totals only. Do not send the actual receipts, keep them in the event of an audit for 7 years.
Record keeping is essential to saving money in the long run
2. Submit your information - Here are your options:
A. Upload to the client portal (recommended -
click the button at the top)
B. Email to Stephanie@paulinestaxservices.com
C. Drop off or mail to 12365 Huron St. Suite 1800. Westminster, Co 80234. Office hours 9am-5pm