Client Portal 

Phone 303-301-7167.

​Mailing Address: 12365 Huron St. Suite 1800 Westminster, Co 80234

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

Client Portal 

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.

*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:Last/First Names_W2_2015 (or any variation is fine.)

Prepared by Khan Academy, this video is a great resource and starting point in the process as well as -How To- do some key, yet simple steps.


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

  1.  Review your client copy 

  2. Pay the tax preparation fee 

  3. -The returns will be electronically filed 

  4. -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).




KhanAcademy.org

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). 


  

E-mail: stephanie@paulinestaxservices.com

​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