Fill out The Express Lane Intake Form, and follow the remaining steps. A team member will reach out to assist on some of the following steps such as Security & Identity Verification.

Prepay flat rate using the Filing Status Menu.
Payment Options

We will reach out to you to setup up your IRS Compliant Client Portal where you will safely and securely share your tax and confidential documents with us.

Log into Client Portal to upload all tax documents and sensitive confidential information. We do not accept emailed documents from clients.

New clients are required to upload last two (2) most recently filed tax returns.

THE EXPRESS LANE clients have limited access to the Client Portal and will only have the ability to view the files you upload to us. For full access, standard rates apply.

Upload a current copy of your drivers license or state issued ID. Front and Back. Passport ok if no state ID.

A team member will call you via Face Time, WhatsApp Video, or Google Meet to confirm your identity for your protection.

Use the Documents Checklist for Individuals to review all common tax documents you need to gather for the preparation of your tax return.

LABEL (strict label instructions)
It is critical that you organize them as instructed not just for us but at home also for ease of navigation in the event the IRS requests for proof of documents and supporting statements.

UPLOAD (strict upload instructions)
Upload the checklist with all appropriate checks boxes marked along with all required documents. It is your responsibility to be thorough. What you send us is what we will use and only use to file your tax return.

REQUIRED BY IRS:
Head of Household - Upload documents required to qualify.
Documents may be requested as a follow up by the IRS for Due Diligence Compliance and Special Rule Compliance to credits claimed for dependents. Better the supporting documents, better the chance the IRS will leave your credits alone.

Upload all additional information and notes you want us to consider via WORD DOCS with a statement of detailed explanation to each topic of your tax return that you want us to put extra attention to. Be absurdly specific. It will help our team decipher whether or not some credits may or may not apply to you.

If you need a bespoke Q&A session about your information, refer to Richard Colins standard rates. THE EXPRESS LANE might not be a good fit for you.

NOTIFY US via email to guestservices@richardcolins.com

SUBJECT:
THE EXPRESS LANE - Upload Complete

BODY:
No email body necessary. Any additional information you want to us to consider should have been in your WORD DOCS uploaded.

Your tax return is fully prepared within 3 business days for your review.

Receive an email with detailed instructions to review and electronically sign off on tax return once it is completed.

We are responsible for putting your tax return together based on the information you have provided to the best of our knowledge. You are responsible for the review of your own tax return before signing off on it. Our professionals also sign off on it with our professional licenses.

If you prefer a basic guided review and understanding of your tax return with a professional, prepay an additional fee of 185. Payment Options

If you prefer a full comprehensive guidance of your tax return and strategies on lowering your tax liability, refer to Richard Colins standard rates. THE EXPRESS LANE may not be a good fit for you.

Once we receive the electronically signed documents from the link we provided, the return is e-filed within 48 hours.

A PDF copy of your tax return will be emailed to you as required by our professional licenses. Reissued Copies Fee

It is your responsibility to download and keep the return saved in your own personal files. It is within our professional license Code of Ethics to store a filed tax return for a minimum of 3 years.

THE EXPRESS LANE Clients have limited access and abilities to the client portal.
24/7 Full Client Portal Access - standard service and leasing fee applies.

ACCEPTANCE OR REJECT of your tax return is confirmed in the next email within 24 hours of filing the return.

REJECTS may or may not require additional information / missing tax documents from a client.

REJECTS DUE TO MISSING DOCUMENTS which are a taxpayer’s responsibility within THE EXPRESS LANE filing standards incur a flat rate of 175 per correspondence. Any missing documents not included in THE EXPRESS LANE service menu incur standard rates to process additional to the correspondence fee of 175.