Office Locations



We have received several questions on what are plan is for office locations. Since both offices are under lease until late next year and neither office has enough space to accommodate both operations, here is the plan

• We will maintain both locations for the time being. I go back and forth between offices as needed - they are only 10-15 minutes apart.
• We plan to move everyone to a new office in the June timeframe and are actively searching available options. Our new office will be in the tech center area and not far from either of our current locations
• If you want to meet in person or drop off data, please feel free to use the location that is most convenient for you.
• Both offices have mail slots so if you stop by when we are not available, drop off any information through the mail slot
• As a reminder, the office locations are:

S Quebec Office

6416 S Quebec St, Bldg #4

Centennial CO 80111

(303)796-7645

S Colorado Office

1385 S Colorado Blvd, Suite 700

Denver CO 80222

(303)753-0844

Tax Organizers

We use a different tax software package (ATX) than Elya did (Lacerte). As part of migrating to this new software, you may notice a few changes but rest assured none of your prior data will be lost or deleted.

• As part of this change, the annual organizer (for those that use them) will look and feel slightly different.
• Keep a look out for the 2024 organizer as we will send those out late December or early January.
• Please keep in mind - you do NOT need to complete any data on the organizer that we will get from other source documents.
• The best example of these are W2 or 1099 statements. When you provide those documents to us, they have everything we need so save yourself time and do not manually enter that data into the organizer.

US MAIL

Keeping your personal data secure is a responsibility we take very seriously.

We had several cases where data we mailed to clients (or that clients mailed to us) was never received or was received months after the postmark date. Although the US mail system has its benefits, we do not feel it is a reliable and secure method to deliver something as important as tax returns and supporting documentation to our clients.

As a result, going forward, our default method will be to send tax returns and supporting documentation electronically via our secure client portal.

If a taxpayer chooses not to use the portal, the options (in descending order) are

• Authorize us to e-mail the return (understanding this is not as secure as the portal);
• Pick-up the return in person at one of our offices;
• Authorize us to mail the return along with a minimum mailing fee of $10.

We do not make this change lightly but feel it is a more reliable, secure and efficient method to handle something as sensitive as your tax return.