Book One-on-One Consultation
Book your one-on-one consultation and download your Individual Tax Organizer or Business Tax Organizer to make sure you have all of your documents ready for your CO Pro Tax Consultant.
Upload your Tax Document via Members PortalAt least 24 hours prior to your one-on-one consultation, upload all of your tax documents from your checklist through our secure Member Portal. This is the fastest way to deliver your tax documents to your CO Pro Tax Consultant. Our firm practices safe handling and care of all documents, and have adopted a system that protects all clients from digital threats. Rest assure that your documents will be safely managed.
At least 24 hours prior to your one-on-one consultation, upload all of your tax documents from your checklist through our secure Member Portal. This is the fastest way to deliver your tax documents to your CO Pro Tax Consultant. Our firm practices safe handling and care of all documents, and have adopted a system that protects all clients from digital threats. Rest assure that your documents will be safely managed.
Review common tax documents your tax consultant may request below. The upload portal supports .pdf and .doc formats.
All Documents are ReceivedYour CO Pro Tax Consultant must receive ALL of the necessary tax documents BEFORE they will begin processing your returns.
Your CO Pro Tax Consultant must receive ALL of the necessary tax documents BEFORE they will begin processing your returns.
Please allow 2-3 business days for all personal tax returns to be completed; 5-7 business days for all business tax returns to be processed.
Review your TaxesOnce your taxes are complete, your CO Pro Tax Consultant will send your tax returns for your review.
Once your taxes are complete, your CO Pro Tax Consultant will send your tax returns for your review.
We ask that you review your tax returns within 2 days to prevent further delays in your tax process.
File Taxes & Await your Refund
Once approved by you, your CO ProTax Consultant will file your tax returns and send you a final copy. We encourage all clients to keep a copy of your final tax returns for your records.
READY TO GET STARTED?
We look forward to taking care of your tax needs.