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.
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.
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.
The Watson CPA Group (team)