Our Tax-Prep Process

2023 tax season has started! Please read the information below.

With very limited exceptions, we will only prepare tax returns for Comprehensive Services clients of Financial Planning Fort Collins.

All clients should complete the form below. If you don’t know the access code, please email or call, and we will provide it to you. If you are a Comprehensive Services client and someone else will prepare your tax return, please complete the form to let us know. We will provide you with a helpful letter, outlining the documents you should expect from the accounts that we manage for you as well as the tax strategies we implemented during the tax year.

If you will have us prepare your tax return, here’s what you can expect:

The Steps and Details

1. Complete the form below — It all starts here. We’ll ask you for a couple of details so that we can get the right processes started for you.
2. Digital Organizer — You (and your spouse, if applicable) will receive your organizer via email within 24 business hours.
3. Upload your documents or come to your document scanning meeting — Save time with secure file upload, or bring us your paper, and we’ll scan it for you.
4. Tax prep and results notification — We’ll do our magic here, and when we’re done, you’ll get an email with your result and how you may be able to improve it.
5. Invoice — Current year individual income tax return (i.e., Form 1040 and state) preparation is included for Comprehensive Services clients.
6. Return copy and filing authorizations — We’ll send your filing authorizations to sign electronically via DocuSign and upload your tax return copy to our secure tax document portal.
7. eFile — Easy, wasn’t it? But we don’t stop there…
8. Tax account monitoring — For Comprehensive Services clients, we’ll monitor your tax account and request forward copies of any notices you receive from the IRS. When action is needed, we’ll take care of that for you, too!