TAX FILING RESOURCES

Here are key resources to guide you through planning, preparing, and filing your taxes:

START HERE:

Before uploading documents or scheduling a review, we recommend understanding the overall flow of the tax filing process.

What to expect:

  1. Gather and organize your tax documents

  2. Complete required questionnaires and checklists

  3. Upload documents securely to your client portal

  4. Tax return preparation and professional review

  5. Client review, approval, payment of invoice and filing

👉 VIEW OUR TAX FILING PROCESS

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PREPARE YOUR DOCUMENTS:

Proper preparation helps avoid delays, errors, and unnecessary back-and-forth. Download the checklist & Expense sheet that best pertains to you. We’ve created a comprehensive list of documents commonly required for individual and business tax returns.

👉 VIEW DOCUMENT CHECKLISTS & EXPENSE SHEETS

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PAYMENTS & FEES

Transparent billing and multiple payment options are available.

👉 FORMS OF PAYMENT

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REVIEW & SIGN OFF:

Once your return is prepared, your review is a critical final step.

  • Review your completed tax return carefully

  • Confirm income, deductions, and filing status

  • Sign required authorization forms before filing

👉 VIEW TAX RETURN REVIEW AND SIGN-OFF GUIDE HERE

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EXTENSIONS & DEADLINES

If you need additional time to file, extensions may be available—but they do not extend the time to pay.

👉 FILE AN EXTENSION

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UPLOAD & COMMUNICATE SECURELY:

All documents and communications are handled through your secure Client Portal.

👉 VIEW DOCUMENT UPLOAD INSTRUCTIONS

👉 VIEW OUR RATES

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NEED ADDITIONAL SUPPORT?

Every tax situation is different. If you’re unsure which documents apply to you or have experienced major life or financial changes, our team is here to help.

Email your tax professional directly or guestservices@richardcolins.com