Log In:​Client Portal

Submit your documents here

Once you've gathered all of your information, upload the file to the portal or email it to Stephanie@paulinestaxservices.com. 


Use the following documents as guides.




Tax Planningpdf

2017 Tax Reference Guide.pdf

pre season2017.pdf


​1040EZ             -  $80.00

​1040A & 1040 -  $150.00 - 250.00

                (Includes state returns and e-file)

​Copyright ©​ Pauline's Tax Service, Ltd. 12365 Huron St Suite 1800 Westminster Co 80234

Mail in | Drop off | email | upload client portal.


HOW IT WORKS


 

  • As your documents arrive (Jan-Feb), open and organize them to ensure you receive everything before you send via mail or e-mail.

  

  • E-mail or upload to the Client portal (or mail in/drop off) – Save or rename your documents with your full name, the tax year, & document name.  Then upload those copies to the portal or an attachment in one email.   In the body of the e-mail you can include other information necessary (or create a word document). 


  

Download theTax Planningpdfdocument to use as a checklist for when your documents start to arrive.

*IMPORTANT NOTE*
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.)

​Log in: Client Portal

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

​blog    sctaxlady.com

Phone   (303) 301-7167   |  Email  stephanie@paulinestaxservices.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