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To ensure a smooth tax preparation process, please gather all necessary documents including W-2s, 1099s, receipts for deductions, and any other tax-related documents from the previous year.

Download our comprehensive checklist: Individual Tax Checklist (PDF)

This checklist covers all common documents needed for personal tax returns, including income statements, deduction records, and special situations.

Business tax returns require comprehensive financial documentation including income statements, balance sheets, expense records, and payroll information.

Download our business tax checklist: Business Tax Checklist (PDF)

This guide helps ensure you have all necessary business documents organized for efficient tax preparation.

Small businesses can claim numerous deductions including business expenses, home office costs, vehicle expenses, employee wages, and professional services.

View our deductions guide: Common Small Business Tax Deductions (PDF)

This comprehensive guide outlines all major deductible expenses to help maximize your tax savings.

You can make tax payments directly to the IRS and Colorado Department of Revenue through their secure online portals. We've prepared a guide with step-by-step instructions.

Payment instructions: Online Tax Payment Guide (PDF)

This guide includes direct links to payment portals and detailed instructions for both federal and Colorado state tax payments.

Inviting your accountant to QuickBooks Online allows us to collaborate efficiently on your bookkeeping and tax preparation without sharing passwords.

Setup instructions: QuickBooks Accountant Invitation Guide (PDF)

Follow these simple steps to grant accountant access while maintaining full control of your QuickBooks account.

TaxDome uses bank-level security with 256-bit SSL encryption, SOC 2 Type II certification, and multi-factor authentication. All documents are encrypted both in transit and at rest. The platform exceeds IRS requirements for data security and is fully compliant with tax professional security standards.

You can upload most common file types including PDFs, Excel spreadsheets (.xls, .xlsx), Word documents (.doc, .docx), images (.jpg, .png, .gif), and QuickBooks files. The maximum file size per upload is 100MB. For larger files, you can upload multiple parts or contact our office for alternative transfer methods.

Click the "Forgot Password" link on the login page, enter your email address, and you'll receive a password reset link within minutes. For security, the reset link expires after 24 hours. If you don't receive the email, check your spam folder or contact our office at (719) 578-8200 for assistance.