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Send Us a File

There are four ways to safely and securely send files to us. Your client portal, the quickie send a file method, fax (oldie but goodie) and mail / roadtrip.

 

Client Portal

Contact us to receive login instructions to your Client Portal. If you have already chatted with us, you should have received two emails- a welcome email, and another with login instructions. Check your junk folder too.

 

We receive a notification that you have uploaded files.

 

Send a File

You can also securely send us your files by using Send A File. Please use your name and a brief description as the file name such as ‘SmithJohn-W2’. These files will be placed in your client portal.

 

Similar to the client portal, we receive a notification that you sent us files.

 

Fax

719-453-0256 tax department

855-345-9700 general fax

 

All faxes will be transferred to your client portal as a PDF. We will email you with the number of pages received.

 

Mail, Road Trip

Please retain your originals and send / bring copies to:

 

Watson CPA Group

9475 Briar Village Point Suite 325

Colorado Springs CO 80920

 

We have a strict requirement for all road trip drop-offs to include donuts. Sorry for the inconvenience.

 

Thanks!

 

The Watson CPA Group (team)

Cities We Serve