It is extremely important that you thoroughly complete this questionnaire and return it to us as it is designed to identify potentional tax savings and to create a complete and accurate tax return.
Submit your supporting documents, completed Tax Questionnaire and signed Engagement Letter in one of the following ways:
Upload your documents electronically through our secure portal, SafeSend. You can find the link in our email signatures or on our website under ‘client drop box’ in the top menu.
Fax to 970-223-6509.
Mail/Deliver to 1044 West Drake Road, Suite 201, Fort Collins, CO 80526
We have a drop box outside our office doors that is available Monday- Friday 8am-5pm.