Submit your documents here
1040A & 1040 - $150.00 - 250.00
(Includes state returns and e-file)
Mail in | Drop off | email | upload client portal.
HOW IT WORKS
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'...
Ex:StephanieCardenas_W2_2015 (or any variation is fine.)
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 or pay your balance due for tax liabilities.
Please pay attention to the detailed instructions:
We will send your client copy back to you for review prior to printing and submitting, usually by e-mail for review, and printed hard copy if requested. DO NOT PRINT (unless you want to and have access to printed lots of pages - please utilize duplex printing).
Open the password protected pdf to review the information YOU & I included on your tax returns to calculate your tax liability. If it looks good then you can pay the tax prep fees to Pauline's Tax Service via debit or credit card either over the phone (or email) or filling out the below form (this is separate from any amount you may owe the IRS). Then, the returns will be e-filed.
Client Portal: stephanie.securefilepro.com
Phone (303) 301-7167 | Email email@example.com
Use theCC Authorization formto submit payments to PTS. Or you can phone it in or send in the body of a regular email.
1. Gather your formal documents & drafted information
Think W2's, 1099's, additional statements and receipts that will aid in the preparation of your tax liability due. * Record keeping is essential to saving money in the long run; calculate your expenses for items like medical & dental (etc) prior to submitting information.
2. Submit that information- Here are your options:
A. Upload to the client portal (recommended)
B. Email to Stephanie@paulinestaxservices.com (preferably pw protected).
C. Drop off or mail to 12365 Huron St. Suite 1800. Westminster Co 80234.
*there is a slot the left of the front door if the office is closed. If you drop off during office hours a receptionist will take the information for Stephanie.
3. We'll organize & prepare your tax returns, federal and state.
If we have any questions or need additional information, we'll contact you via phone or email