Below are the methods we have in place for receiving and delivering your 2020 individual tax returns in 2021. We proudly continue to offer many digital options to make the preparation and processing safe and easy, such as:
Tax Caddy
Tax Caddy is very well received by our clients. This application allows the use of a computer, tablet or cell phone to take pictures of your tax documents and load them into the application. If you wish, you may link many of your various financial accounts so that the documents are loaded automatically as soon as the company or institution releases them.
DeLeon & Stang Client Portal
Of course, DeLeon & Stang's client portal is still available for you to send your scanned documents to your tax preparer. You can either load the documents directly to your existing portal, or use the secure link found in our team member’s email signature block to send us your documentation.
Curbside Drop-Off
You also have the ability to drop off your documentation at one of DeLeon & Stang’s offices (Gaithersburg, Frederick and Leesburg). We kindly request that a specific time be confirmed so that a DeLeon & Stang's staff member can meet you outside to receive your materials.
Mail Delivery
Although more and more clients are opting for our digital services, we can still accept your tax information on paper. Feel free to mail or deliver them to DeLeon & Stang's Gaithersburg office by FedEx or UPS.
SafeSend
SafeSend is our preferred electronic tax return delivery method. It enables you to electronically sign your e-file forms, pay income taxes due, including estimated tax, and will send automatic estimated tax payment reminders for the current year. We can still use the portal if you wish, but e-file forms will need to be physically signed and scanned in order to return them to us. Many of our clients are choosing SafeSend as a convenient alternative to receiving paper copies of returns.
