Welcome to the Albaugh Tax Group LLC website. We look forward to assisting you with all of your tax needs. The links and information on this site should be a good starting place for your tax and financial needs.
Upcoming in 2024:
We are going to be adding some added-value services in the next few months that will allow us to expand the advice we are able to offer and will give you the opportunity to approach your investments from a tax-focused standpoint. These will most likely be offered beginning October 16, 2024. Please ask us for more details and keep visiting the site to see a breakdown of what these services will be!
2024 Tax Season (for the 2023 Tax Returns)
We are contininuing to work on returns for information that was brought to us during the tax season. Please rest assured that we have not forgotten you and are working to complete the returns essentially in order of when they were brought to us. Please keep the following important dates in mind:
| Important Dates | |
|---|---|
| Date | Description |
| July 31, 2024 | Last day for businesses to file second quarter payroll reports |
| September 16, 2024 | Last day for pass-through entities to file a tax return with extension |
| September 16, 2024 | Last day for individuals to postmark third quarter estimated tax payments |
| October 15, 2024 | Last day for individuals to file a tax return with extension |
| October 31, 2024 | Last day for businesses to file third quarter payroll reports |
| January 15, 2025 | Last day for individuals to postmark fourth quarter estimated tax payments |
| January 31, 2025 | Last day for businesses to file fourth quarter payroll reports and W2s |
Getting Us Your Information
We enjoy sitting down with our clients, but to expedite our time completing returns, we ask that you drop off your information or send it to us using an option listed below unless you really need to sit down and discuss it. If you need to discuss the information, we are more than happy to set an appointment with you. Please click on the fuschia button below to set an appointment on our calendar.
We have several options available to ensure you have the best possible experience getting your tax return completed while receiving the advice that you need for your situation without sitting face-to-face:
- 1. Drop off information
- You can drop off your information during our normal business hours. We will complete your tax return as soon as we can and will contact you when it is ready for pickup. For contactless pickup, please provide us with an e-mail address (if we have not previously created a secure portal for you) and we will send you information on how to download and sign your tax return.
- 2. Upload your tax return information to us electronically.
- We use a program called Drake Portals to securely transfer information back and forth between our clients. If we have not created an individual portal for you, please use the button below or go to albaughtaxgroup.securefilepro.com and click on "Upload" in the "Guest Exchange" section. We will contact you if we have any questions and also as soon as your tax return is ready for pickup or electronic delivery. In the message section, please indicate whether you would like us to create a portal for you. If you are a returning client, please go to the portal, login, and upload documents there. Note: A new app is available on both the Apple and Google stores that will allow you to more easily access your portal from your mobile device. Search for "SecureFilePro" and input the e-mail address associated with your portal.
- 3. Mail information
- You can mail your information (preferably copies, though we will return any originals sent to us once the return is completed) to
Albaugh Tax Group LLC
580 Pershing Street
Craig, CO, 81625.
Please include your e-mail and phone number, especially if your number has changed or if you are a new client. - 4. Fax information
- You can fax your information to us at (970) 824-5825. Please include a cover sheet or message identifying whose information we are looking at and what work you are needing us to do. On this cover sheet, please include an e-mail address and phone number we can use to contact you.
Setting an Appointment
While we are making appointments, we ask that, whenever possible, you only set an appointment if you need to discuss your information with us. If you would like to set up an in-person meeting with us, please call (970)824-5825 or click on the following button:
If you need to set an appointment with us and cannot meet with us face-to-face for any reason, we have the following options avaialable to you:
- 1. Set up a video conference
- Contact us at (970) 824 - 5825 or by email at atg@albaughtaxgroupllc.com to set up a video conference. We will set up a conference through GoToMeeting (this program works much the same way as Zoom, but is more secure). A video conference will allow us to show you the tax return and other information as we complete it during the meeting.
- 2. Set up a phone conference
- If you are not worried about seeing information as we talk, you may consider setting up a phone conference. Please contact us as described for the video conference to set a time.
Tax Planners
Some tax preparation offices send out tax planners annually that the taxpayer fills out and sends with his or her information. Normally, we do not send these because they tend to force you, the taxpayer, to do the work that you pay us to do. Upon occasion, we may send partial planners or questionnaires out if we need additional personal information (such as names, SSNs, birthdates, or stimulus payment amounts). If you would like a sheet listing common tax documents or a tax planner to help ensure you do not miss bringing us information, please contact us and request one.
Please continue to check back for updates and changes during the tax season. If you have any questions, please contact us at (970) 824 - 5825 or by email at atg@albaughtaxgroupllc.com. You can also e-mail Lief Albaugh directly at lief@albaughtaxgroupllc.com.
Below are some useful links:
Send Us Your Information Electronically
Check IRS Refund Status
Check CO Refund Status
CO Department of Revenue
CO Revenue Online
CO Employer Unemployment Login Site
Craig, CO Sales Tax
If you are looking to prepare your own tax return, we recommend you go here:
The fee for filing 2023 tax returns through this link is $25. If you choose to use this website to prepare your return, we do get a minor referral fee from 1040.com, so we would appreciate you using the above link to make sure we get that fee.