How To File
The following steps are for existing clients ONLY. If you are interested in becoming a NEW client with Gagliano Associates, you must first contact the office through the Contact Us Page using the Contact Form.
Once accepted, please fill out our New Client Taxpayer Information Worksheet, and follow the steps below.
Please collect ALL your documents together before making your submission. We don’t put your file in the queue or begin processing your return until we receive everything. Combine all documents into one scan. We discourage photos for submission, scans are much better quality than photos. Free scan apps are available. Exception— if you are waiting on late K1’s or final investment documents, you may submit all other documents to get your file in queue. For follow up submissions use the Remote Services Portal link in Step 6.
Review, sign & date: Engagement for Services Agreement.
Complete, sign & date: Required Tax Preparation Checklist.
We rely on this form to ensure accuracy of your tax returns. It was designed to replace our face to face meetings to communicate everything related to your tax return and any new information we need to know.
Collect and compile all the applicable tax documents that you noted on the checklist in Step 2.
There are WORKSHEETS are available for Child Care Expenses, Businesses and Rentals, as well as Medical Expenses and Donation Logs. Please use where applicable.
Provide a copy of the drivers’ licenses for both the taxpayer and spouse (if applicable). Or provide the license ID number, state of issue, complete issue and expiration date.
If you want direct deposit, provide your bank name, routing and account numbers or a voided check.
(Recommended)
Submit all the documents described in Steps 1 through 5 using one of the following methods.
OPTION 1
Remote Services Secure Portal
Instructions
- Upload all of your documents using our Remote Services Secure Portal using the button below.
- Where possible, please combine all your documents and applicable worksheets into one file.
- Upload scanned documents not pictures since they are the best quality for and easiest for us to read. Free scan apps are available.
- Providing all of your documentation at one time makes our process most efficient.
OPTION 2
Contactless
Dropoff
Instructions
- Compile all of your printed documents and applicable worksheets into a folder or envelope.
- Call the office at 303-423-1454 to inform us you will be dropping off your documents in our new secure drop box located on our porch.
- Bring your documents to the office and place them into the secure black mail box on the right side of the porch. Large envelopes are available if needed.
OPTION 3
Mail Your Tax Documents
Instructions
- Compile a COPY of all of your printed documents with applicable worksheets into a secure envelope.
- Mail your secure envelope using your preferred service to:
Gagliano Associates
12473 West 84th Circle
Arvada, CO 80005
OPTION 4
Fax Your Tax Documents
Instructions
- Compile all of your printed documents and applicable worksheets.
- Fill out a fax cover sheet with your details.
- Fax your documents to:
303-422-5330
Once we receive all of your documents, we will be in touch via email to let you know that we have received them. Your tax return will then be put into the queue and will be processed on a first-come, first-served basis. Depending on the number of tax returns coming in at a given time, it could take a couple weeks before your tax documents reach the front of the queue.
NOTE: We encourage you to get your tax documents to us as soon as possible. With these updated services, we can no longer meter how many returns will come in each day. Turnaround time for tax filings will be dependent on when we receive ALL your documents and the complexity of your return.
Once your tax documents reach the front of the queue, your Tax Preparer will begin processing your return and will reach out to you with any questions and once the return is completed. You can always feel free to contact the office by phone or email.
Payment for services is due when your taxes are completed. We will send you an electronic invoice that you can safely pay online with your checking account. If you want to use a credit card, a third party convenience fee will charged, offered upon request.
