Certified Public Accountants
    Please take this mini-survey!

We are evaluating our processes and procedures to better serve you. Would you please help us out by taking a moment to fill out our super-swift survey?

Give us just 30 seconds to answer 4 questions -  and don't forget to click the Finish button at the end. Thank you!

Extended personal tax returns (Form 1040) are DUE mid-October! 
Please contact your Tax Manager for information, and read the following if you haven't submitted all your documents yet:
  • Please use your PORTAL to securely submit information to us, and if you need assistance, email Katie or call her at 303-951-6020 -- we also have a list of Portal FAQs on our website
  • When receiving documents via the Portal, please read through all ACTION ITEMS and don't forget to return federal as well as all state e-file authorization forms
  • We must have a signed Engagement Letter and completed Tax Questionnaire to finish your individual tax return
  • If you haven't submitted your 2015 Tax Organizer/Questionnaire, it will still be available on your Portal
  • We do not accept photos of tax forms taken by phones
  • Please submit all tax forms, including the HSA forms (1099-SA and 5498-SA) and Colorado 529 plan year end statements
  • IMPORTANT for 2016 tax returns, the Colorado vehicle registration receipts will have the fees listed on the back side, so please scan both sides for us
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The latest scam involves fake IRS notices being emailed with fraudulent tax bills related to the Affordable Care Act. (If you receive such an email, do not click on any links and forward it to phishing@irs.gov.) 
IRS notices CP2000 are sent through the U.S. Postal Service - they are never emailed to taxpayers.  Click HERE to read more about these notices and this tax scam.

If you receive a legitimate notice from the IRS, please forward a copy to your Tax Manager for review.
If you skipped it above, here's your last chance to take our
 Thank you for your feedback!
And here's the DATE you need to SAVE:  Friday, December 9 for our next OPEN HOUSE event!  We hope to see you all here - 
more details to come!

Nancy Carter
Boulder CPA Group
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Boulder CPA Group