THE EXPRESS LANE

INSTRUCTIONS

It’s incredibly easy! Follow the instructions below and you’ll be finished in no time!

  1. Schedule Appointment, a team member will reach out to instruct you on the following steps.

  2. Prepay flat rate using the Filing Status Menu. Payment options here.

  3. First time clients need to set up client portal with Richard Colins. We will reach out to you.

  4. Log in to client portal to upload all tax documents and sensitive information. New clients upload 2 consecutive prior years tax returns. You will only have access to view all files you upload to us.

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

  6. Richard Colins Team will call you via Face Time, WhatsApp Video or Google Meet to confirm your identity for your protection.

  7. Use the documents checklist for all the common tax documents you need to complete your tax return.

  8. It is your responsibility to be thorough. What you send us is what we will use and only use to file your tax return.

  9. Head of Household - Upload documents required to qualify. Documents may need to be presented to the IRS for follow up for special rules and credits to avoid any potential inaccuracy filing penalties.

  10. If you prefer a live specialist to explain your documents in detail and potential tax advantages that requires additional and unique information, refer to Richard Colins standard rates. THE EXPRESS LANE might not be a good fit for you.

  11. Upload any additional information you want us to consider along with a statement of detailed explanation. Be specific. 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.

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

  13. Richard Colins is 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 of your tax return with a professional, prepay an additional fee of 135. Payment Options
    - If you prefer a comprehensive guidance of your tax return and strategies on lowering your tax liability, refer to Richard Colins standard rates.

  14. Once we receive the signed documents, the return is e-filed within 48 hours.

  15. A PDF copy of your own tax return will be emailed to you as required by our professional licenses.
    It is your responsibility to download and keep the return saved in your own personal files.
    For reissued copies
    For 24/7 Access - purchase Client Portal Access

  16. An acceptance of your tax return is confirmed in the next email within 24 hours of filing the return.

**Married Filing Separate
Use this list of information we need to file MFS.
(requires information of spouse and ‘community property filing’ for certain states like California)

**Head of Household with Qualifying Dependents
(HOH filing requires very specific IRS compliant procedures to qualify)
IRS Definition of HOH

PAYMENT OPTIONS

  • colin@richardcolins.com

    Name: Colin Ma

    Memo: “Your Full Tax Legal Name” + “THE EXPRESS LANE”

  • Keep transaction private if possible.

    Username: @richardcolins

    Memo: “Your Full Tax Legal Name + Tax Year Return or Service”

  • Request by replying to the instructional email our team sent to you.

  • Text 415-298-8880 to request for credit card payment

    6% process and handling fee added to your total invoice

That’s it! You’re finished!
These instructions from our team will help complete your return quickly, conveniently, and accurately! Most importantly saving you time, money, and a whole lot of headaches!