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Remote Filing

3 Simple Steps for Remote Tax Return Filing

 

 

 

Step 1: Complete your tax organizer

Complete the Organizer by clicking on the Organizer Button Below, fill out the form, save the completed form to your computer and print a copy for your file.

 

 

Step 2: Submit your completed Organizer

 

Please do one of the following to submit your completed tax organizer:

 

Martille Faatz, LLC
P.O. Box 68
La Jara, CO 81101

  • Print the completed Organizer and mail to:

  • Print the completed Organizer to a PDF file and Email to our office at: Olivia@martillefaatzcpa.com

  • Drop off the completed Organizer at our office:

  • Fax the completed Organizer to: 719-352-3351




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Step 3: Provide a copy of all W-2’s and 1099’s

 


Please do one of the following to submit your tax documents:

 

  • Take a photo of your W-2s and 1099s and email to our office at: Olivia@martillefaatzcpa.com

    Martille Faatz, LLC
    PO Box 68
    La Jara, CO 81140

     

    What to expect after submitting your documents:

     

    • Copy your documents and mail to:
      • Fax your documents to our office 719-352-3351
    • A tax professional will call you to schedule an appointment to complete your income tax returns. The appointment can be completed by: 1. A face to face meeting held in our office
      2. A telephone conference.
      You decide how you prefer to meet with us.

      To adequately prepare for your meeting with us, you will need the following documents:
      • W-2s, 1099s, K-1s, other tax documents as applicable
      • Copy of Taxpayers’ Social Security Card(s)
      • Copy of any Dependent’s Social Security Card(s) and Birth Certificate(s)
      • Last three (3) years of income tax returns

      Download the Tax Organizer Form
       

      Emailing your information maybe a security risk. You accept the security risk associated with all emailed documents. We offer a secure drop box as an alternative. Please call if you want to setup a drop box.