Need proper tax return or resolution services? We can help.

Call: (720) 798-0060

(720) 798-0060

info@castlepointetax.com
Castle Pointe Tax

Frequently Asked Questions

**Most preferred: You can upload your tax documents to one of our secure upload portals. We will provide you the link.

We prefer pdf files, compiled as multi-page sets of documents. The most accurate returns result from the fewest files uploaded. If you do have to upload individual files, try and name the files as the form type (W2, 1099R, Prop Tax, etc.)

You can also mail your tax documents to us (copies please - do not mail originals).

And, if it is early enough in the tax season, or you are on extension, we can meet and you can hand the documents to us.

Typical turnaround time is 7 days, and that increases during tax season to around 14 days.

We utilize Wave Financial, which allows both credit card and ACH bank payments.

Yes. We will likely need to get a Tax POA (form 2848) signed by you for our research in addition to the regular tax return prep.

Yes, we have extensive experience in business start up. Typically we like to do this very early in the year if substantial activity is expected, and there are multiple owners. Otherwise, any time of year is good.

Yes. Most often, these letters will either be reminders of balances owed, or corrections to tax returns. However, there are a few types of letters that require immediate attention and response.

The most important things to do during the year are: correct tax withholdings on your wages, sufficient estimated tax payments for those in business or receiving passive income, and maximizing deductions where possible.

Even though there is a common misconception (due to unsavory actors and false advertising) that the IRS “makes deals” with people, there are real programs available. We know which ones you qualify for. Don’t overpay a shady “tax” firm for resolution assistance. We have 16 years experience in this area.

Yes. We limit our bookkeeping to small businesses with 1 bank account and 1 credit card. We can work with Quickbooks online and Xero Accounting. For payroll services, we partner with Sure Payroll and Gusto, to offer a more error-free, fast and user functional system.

We typically prep between 300 and 400 returns per year, and we are growing! We like to get our tax returns prep going in January, and we work solid through the end of April. Extensions are worked immediately if possible, though some clients do like to wait until mid-summer or fall to file. With extensions - We do like to know if a client will have a potential balance due on April 15th, even with a filing extension. This is so late payment penalties can be avoided. If we don’t have a good handle on the situation, and the client waits and files in the fall, and never paid estimated tax payments or extension payments, the penalties could be high.