Receiving Your Tax Return

Once your return is complete, you will receive an email from us (the email listed will appear in your inbox as either or informing you that it is ready to be reviewed and signed. You can review and sign your tax documents on your desktop computer, laptop, phone, or tablet, although for best results, we do advise you use Google Chrome as your browser.

  1. Click the safe link* in the body of the email to access your tax return

*: The links to your electronic return are valid for seven years, so if you’d prefer not to download and save them to your computer, but would still like access, make sure to save the link. We can resent it if you lose it.

  • Enter the last four digits of your SSN when prompted
  • You will be prompted to request an access code, which can be done by clicking the “Request Access Code” button
  • Enter the access code (it will be sent to the inbox of your listed contact email address)
  • Follow the click-path to review your completed return
  • Once you’re ready to sign, you will be asked a series of questions to verify your identity
  • After you’ve answered the questions, electronically sign
  • After signing, you will be redirected to your tax return dashboard, where you can access tax liability payment and estimated tax payment vouchers (if we’ve set them up for you), and you can either print them, or be directed to the applicable tax authority for online payment.
  • Download a PDF copy of your tax return (if you’d like one for reference)

You do have the option, even if you receive your return electronically through SafeSend, to download the e-file signature forms and send the completed versions to us yourself—either through email or snail-mail. If you sign through SafeSend, the completed forms will be transmitted to us automatically. To avoid instances of delayed return processing, if you do not sign and transmit your e-sign signature forms back to us within a week of receipt, you will receive automatic email reminders to do so.

                And while we do hope the guide we’ve provided will be helpful, we do know some people are visual learners, so we also have walkthrough videos (posted below) outlining what you’ll see when your completed return is transmitted out to you.

1040 Client Experience

Entity Client Experience
(with K-1 distribution)

If you encounter any issues during this process, and require additional assistance beyond what the guide and videos can provide, we do offer screenshare assistance upon request.

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