Digital upload

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If you are able to provide your tax documents digitally, we have a client portal that all existing clients can have access to. This can all be done through SmartVault. Please let us know once you have done this so we can pull your information and begin working on your tax return. SmartVault does not tell us when you have completed uploading documents. 

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If you need access to your portal, please complete the contact form below to request access. 

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If you are a new client to our office, there are a few extra steps necessary to provide access to our client portal. Please complete the contact form below to request an upload link to send documents through our secure online server. Once you request the access, we will send you an email with a link to upload documents. After we are able to get your information into our database, we will send you an invitation to SmartVault where your completed tax returns will be uploaded. 

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Mail-in 

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For those who may not have access to scan documents, you can mail your tax documents to our home office:

Reliable Income Tax, 9710 SW New Forest Dr, Beaverton, OR 97008

When we receive your information, we will call you to go over any questions that you may have. Please include your current phone number with your information. Please do not send receipts or bank statements -- only essential tax documents, worksheets, and notes. 

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Drop-off

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You may drop off your tax documents in a sealed envelope through the mail slot in the front door of the Greeley office. Please be sure to only drop off relevant tax documents, worksheets, and notes. Please do not send receipts or bank statements. Be sure include your phone number, email address, and a copy of your ID. We will call you to go over any questions the same way we would if you were in our office. The intake questionnaire and engagement letter is required for all clients, and can be downloaded by clicking the following links: Intake Questionnaire  Engagement Letter 

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New clients must also complete the General Information worksheet.   For more worksheets, please visit our Resources page.

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Extensions

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If you are unable to work through any of the above options, or if you would like to file an extension, we can file those electronically for you. At this time, extensions are not necessary to be filed if you are able to file and pay your 2019 taxes prior to July 15, 2020. If you would like to extend beyond July 15 to the October 15 extension deadline, you will still need an extension filed, but the tax will need to be paid by July 15, 2020. Complete the form below to request an extension.