2023 Info

*We are unable to take new clients this year.

Season’s Greetings Family! It is time to start preparing for the 2023 tax season.

First and foremost, we will have very limited face to face appointments this year. We will not be able to reschedule appointments. If you would like one of these please contact us at [email protected] or 303-425-9119. Below are the preferred methods. Upload to our secure portal https://professionalservices.securefilepro.com/portal/#/login (upload your docs through the Guest Exchange), email to [email protected], mail, or drop off.

We will continue the first come-first serve drop off system for 2023 taxes. If you do not have everything that is required when we receive your documentation your return will not be started and put in the pending file until all documents are received. Please only upload, email, or mail your documents when you have everything to complete them. This is to utilize everyone’s time efficiently.

We accept cash, check, Venmo (@betty-smith-85), Zelle ([email protected]) and credit card, but please note credit card payments are subject to a 5% fee.

Please submit your documentation to us at your earliest convenience. To ensure your taxes are prepared without the possibility of needing an extension, your tax paperwork MUST be submitted by March 30, 2024. We will automatically file an extension for any documents received after March 30, 2024 and if they will not be completed in time; however, if you need an extension and we do not have your tax documents you need to submit a $50 fee and extension request.

For more information please read our 2023 info letter.