Telephone: (303) 449-3060
Helping people achieve their financial goals since 1991

NEW ORGANIZER PROCESS

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Happy New Year! We are very excited to present to you a new Tax Organizer and Tax Return delivery process this year to make it easier, faster, and completely secure!


We will be using SafeSend Returns technology to deliver your Individual Organizer in the next couple weeks, allowing a completely paperless and secure way to fill out the Organizer online as well as electronically sign the required Engagement Letter.


Here's what you need to know now:

  • You will receive an email from Boulder CPA Group at noreply@safesendreturns.com
  • Add this email to your safe list to prevent it from going to your spam folder
  • If you don't receive an email from us by January 22, please check your Junk Mail
  • For the best experience, Google Chrome is recommended
  • SafeSend will replace NetClient Portals and File Exchange for delivery of Organizers, Tax Returns, and Document Exchange!
  • Instead of logging in to your NetClient portal, you will get a link to SafeSend and receive a one-time Access Code through your email - no more login credentials to remember!
  • NetClient File Exchange will be de-activated on January 12; however, you will have continued access to the documents already on your client portal via this link: https://secure.netlinksolution.com/nextgen/#/
  •  BUSINESSES will receive their Year-End Letter/Questionnaire from their Tax Manager this week via email. In this email will be the Questionnaire you are used to filling out, and this year there will be a link to SafeSend Exchange for uploading documents securely

OUR DEADLINES

Extending your returns helps us to better manage our tax season workloads, so if you would like to extend, please let us know early so we can plan for that before the April crunch. If you miss our deadlines, you can plan on your returns being automatically extended.


WE THANK YOU IN ADVANCE FOR RESPECTING OUR DEADLINES:


February 1 - tax info is due to our office for November year-end C-corporations, LLCs, Partnerships, and S-corporations for the March 15 filing deadline

March 1 - tax info is due to our office for Individuals, C-corporations, and Trusts for the April 15 filing deadline

April 1 - tax info due to us for those wishing to extend and also for Non-profits for the May 15 filing deadline


OUR NEW WEBSITE

Same URL address but new look and new features! www.bouldercpagroup.com

 


Our office hours are 8:00 AM to 5:00 PM Monday through Friday.

We will be closed for holidays on January 15 and February 19.


Nancy Carter, Office Manager

Boulder CPA Group

 
Schedule An Appointment
1790 30th St Ste 418
Boulder, CO 80301