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Working with Us

Our virtual office: Convenient, Cost-effective & Fast:
a person happily chatting on the phone
  1. Download your Tax Organizer here, use our Online Tax Wizard, or email us your name & mailing address and we’ll mail one.

  2. Fill out the forms and send them back with your W2s, tax documents, (do not send any receipts) and a copy of last year’s return by:

    • Secure Portal. Scan everything in 1 or 2 scans and upload – not 15 separate attachments please. If you’re a new client we need your social to set you up in the portal, so contact us.

    • US Postal Service, Fedex, UPS, or you can use Tiny Scanner, Cam Scanner, or a similar app to scan everything from your phone into 1 PDF.

  3. We Email you confirmation to say "We received your docs!"

  4. We begin processing your return, emailing you any questions we have along the way.

    • Most returns completed within 14 days of receipt

    • We invoice you through the portal once all necessary information has been received, questions have been answered and your return has been thoroughly reviewed by one of our preparers. After you've paid:

    • We Email you the results: "You're getting refunds of $_____!" or "You owe $____ and this is why".

    • We ask you whether you would like your return to be e-filed or have a phone or online meeting to review it together

  5. After you give us your permission via completed e-signatures and payment, we e-file your return.

  6. If you request the printed folder and mail service (additional fee) then you receive a physical folder that has the documents you sent us, your copy of the tax return (Federal and State(s) and a few forms we need you to sign for our records by US Mail.

  7. You end up with:

    • A tax return that has been prepared, reviewed and efiled by a professional that:

      • you can contact any time of year for questions

      • will assist you if you receive an IRS letter

      • will prepare prior year tax returns if you are behind on your filing

      • knows you and can give you customized financial and tax planning advice

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Rose Tax & Financial

8 Pinon Ave
Cedar Crest, New Mexico 87008
Mon - Fri: 10:00am to 6:00pm
Sat: 10:00am to 2:00pm

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Avantax affiliated Financial Professionals may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state. Securities offered through Avantax Investment Services℠, Member FINRA, SIPC, Investment Advisory services offered through Avantax Advisory ServicesSM, Insurance services offered through an Avantax affiliated insurance agency. 3200 Olympus Blvd., Suite 100, Dallas, TX 75019. 972-870-6000.
The Avantax family of companies exclusively provide financial products and services through its financial representatives. Although Avantax Wealth Management® does not provide or supervise tax or accounting services, Avantax representatives may offer these services through their independent outside business. Content, links, and some material within this website may have been created by a third party for use by an Avantax affiliated representative. This content is for educational and informational purposes only and does not represent the views and opinions of Avantax Wealth Management® or its subsidiaries. Avantax Wealth Management® is not responsible for and does not control, adopt, or endorse any content contained on any third party website.
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