Fax Service

FAX TEL: 844-CREW-TAX (273-9829)


*note: We utilize a digital fax that does not emit a "fax tone" when you fax in. When sending your fax, an automated voicemail system WILL answer your call - this is when you should press "start" or "send" on your fax machine. 50 page limit per fax (send 2 faxes if over 50 pages).


  1. Gather your tax documents (W2’s, 1099’s, 1098’s, etc.) and your last pay stub of 2015.

  2. Print either the “Tax Organizer” long form or the “General Information” short form from the Printable forms link of this website and complete. Do NOT print both (see recommendations for which form to use below).

  3. Fax documents and worksheets to our office at number listed above. No fax cover page needed, just make sure your name is listed on every page.

  4. You should receive an e-mail when your faxed documents are received. If you have not received confirmation after 3 business days of faxing your forms, please contact us. We will contact you if we require further information to complete your file. Due to the high volume of business we are encountering, our file processing time is 4-7 business days from the receipt of your documents. When your file is completed we will contact you via telephone to request authorization to file your tax return and make payment arrangements for our services.


If you are a prior year client, we ask that you please still complete a Tax Organizer so that our client information is current and accurate. This organizer is also our primary means of maximizing expense deductions and tax credits.


If you are a prior year client, we ask that you please still complete a Tax Organizer so that our client information is current and accurate. This organizer is also our primary means of maximizing expense deductions and tax credits.


Recommendations:


Tax Organizer: This form is the one used by the majority of our customers. You will need to fill this out if you will be using itemized deductions, in your tax return. It takes you step by step on what information to provide, especially when it comes to your employee expenses.


Genreal Worksheet (short form): You should only use this form if you have a simple return with standard deduction. This form is for those who will not be itemizing nor claiming employee expenses.


Expense Organizer: This form is to be filled by those customers who are requesting only a “Form 2106” and not a full tax preparation.