THE EXPRESS LANE

See the drop downs in each step of the instructions below to assist you with gathering and providing what we need to process your return.

  • Prepay flat rate of 425 to get started.
    Payment Options

  • Log into the Client Portal via our website at richardcolins.com, go to Documents TAB, switch to List View, and click + Add to upload all tax documents and sensitive confidential information. We do not accept emailed documents from clients.

    LABEL your documents (strict label instructions)

    New clients are required to upload last two (2) most recently filed tax returns.

  • Refer to our Documents Checklist for Individuals to review all common tax documents you need to gather for the preparation of your tax return.

  • Upload a current copy of your drivers license or state issued ID. Front and Back. Passport ok if no state ID.

  • A team member may potentially call you via Face Time, WhatsApp Video, or Google Meet to confirm your identity for your protection.

  • NOTIFY US via email to guestservices@richardcolins.com

    SUBJECT:
    THE EXPRESS LANE - Upload Complete

    BODY:
    No email body necessary. Any additional information you want to us to consider should have been in your WORD DOCS uploaded.

    Your tax return is fully prepared within 3 business days for your review.

  • Receive an email with detailed instructions to review and electronically sign off on tax return once it is completed.

    We are responsible for putting your tax return together based on the information you have provided to the best of our knowledge. You are responsible for the review of your own tax return before signing off on it. Our professionals also sign off on it with our professional licenses.

    If you prefer a full comprehensive guidance of your tax return and strategies on lowering your tax liability, refer to Richard Colins     standard rates. THE EXPRESS LANE may not be a good fit for you.

  • Once we receive the electronically signed documents from the link we provided, the return is e-filed within 48 hours.

    A PDF copy of your tax return will be emailed to you as required by our professional licenses. Reissued Copies Fee

    It is your responsibility to download and keep the return saved in your own personal files. It is within our professional license Code of Ethics to store a filed tax return for a minimum of 3 years.

  • ACCEPTANCE OR REJECT of your tax return is confirmed in the next email within 24 hours of filing the return.

    REJECTS may or may not require additional information / missing tax documents from a client.

    REJECTS DUE TO MISSING DOCUMENTS which are a taxpayer’s responsibility within THE EXPRESS LANE filing standards incur a flat rate of 175 per correspondence. Any missing documents not included in THE EXPRESS LANE service menu incur standard rates to process additional to the correspondence fee of 175.

That’s it! You’re finished!
These instructions from our team will help complete your return quickly, conveniently, and accurately! Most importantly saving you time, money, and a whole lot of headaches!