Call, fax, mail, or stop by. We are in Lone Tree.
Call and you will speak to the person who would prepare your return. Most questions get answered in a few minutes.
It is OK to fax us your tax documents. Include your name and phone number so we know whose they are.
Call the office. We need your name, address, email, phone number and Social Security number. We then email you an invitation to create your own password for your portal.
Email is fine for questions. Email is not secure, so please do not send tax documents or your Social Security number by email.
9233 Park Meadows Drive, Suite 202
Lone Tree, CO 80124
In the Panera Bread building at C-470 and Yosemite.
We need your Social Security number before we can send you a portal invitation. Please call us with it. We will then email you an invitation to create your own password, and once you have set one, you can upload your documents to your secure portal. Or you are welcome to fill out this form and we will call you.
Tax Season Hours (late January – April 15)
| Monday to Thursday | 9:00am – 8:00pm |
| Friday | 9:00am – 5:00pm |
| Saturday | 9:00am – 3:00pm |
| Sunday | Closed |
Other than Tax Season
| Monday to Friday | 10:00am – 2:00pm |
| Saturday | 10:00am – 1:00pm |
| Sunday | Closed |