Frequently Asked Questions
What do I need to bring to my tax appointment?
You will need all W-2's, 1099's, 1098's, and any year end statements you receive. Bring receipts or copies of checks for any deductible expenses you wish to claim, and a valid driver's license and banking information. If this is your initial consultation, you will also need a copy of last year's tax return.
Where's my refund?
You can check the status of your refund online using the link below. If you have further questions, please call our office at (970) 879-2977
Where can I get a W-4 or W-9?
Follow the links below to a blank copy of the W-4 and W-9
How do I get a copy of my tax return?
All tax returns for this and the previous year are available through your SmartVault portal. You can access the portal here, or by clicking the link below. If you have not already created your login, fill out the opt-in forms on the "For our Clients" page, and we will set up your portal.