Tax Services

Comprehensive Tax Solutions Tailored for You

For every stage of life, we have the answers to your tax needs.

At Allen + Koe, we’ve made the tax preparation process as straightforward as possible. Here's a step-by-step overview of how we work together to ensure your taxes are handled efficiently:

taxes-1

You Engage Us

Before the end of the year, we'll email your engagement letter to review and sign.

You Organize

Early February, we'll email your checklist with steps to fill out your organizer (1040 only) and securely upload your tax documents.

We Prepare

After we have received your information, we will start preparing your tax return. During this time, we'll follow-up with any questions and document requests.

We Process

We will notify you when your return is complete. Keep an eye out for an email from noreply@safesendreturns.com, our tax processing software.

You Review + Sign

Open the email from SafeSend Returns and follow the instructions to review your return. This is your opportunity to ask any questions about your return. After you are satisfied, you can sign your return electronically.

We E-File

After your return is signed, we'll receive a notification e-file it to the IRS. You will receive an acknowledgement email after the IRS has received your return. All done!

We are experts when it comes to preparing:

1040

1065

1120

1120-S