SafeSend Returns

UTILIZING TECHNOLOGY SOLUTIONS TO BETTER

SERVE YOUR NEEDS

Tracey S. Peters CPA now offers electronic tax return delivery through SafeSend Returns. In addition to providing our clients with a simple, easy-to-use process for securely reviewing and e-signing their tax documents, this system will help streamline communication between our professionals and you. SafeSend Returns is the only electronic system that automates the Assembly, Delivery, Tracking, and Receipt of tax returns.

THE BENEFITS OF SafeSend Returns

Tax Returns are Delivered Securely and With Ease:

SafeSend Returns allows us to deliver your return securely and walks you through the steps of downloading and saving the PDF of your tax return to your device or you can receive your tax return via secure email.

For Individuals:

SafeSend Returns saves you time and allows you to e-sign your 1040 and 540, receive estimated tax reminder emails, and pay your taxes and your invoice directly from your device.

For Businesses:

SafeSend Returns saves you time and allows you to e-sign your 1040 and 540, receive estimated tax reminder emails, and pay your taxes and your invoice directly from your device.

Environmentally Safe:

SafeSend Returns is another way to go green. No more ink, postage or paper which is great for our planet and future generations to come.

The Client Benefits:

  • Electronically sign, save, and print their tax documents

  • Have a link to their tax documents for up to 7 years

  • Electronically access their payment vouchers and receive email reminders of payments due

  • Forward their tax documents to bankers and other professional advisors through a secure email link

  • Access SafeSend Returns from your computer, smartphone, or tablet

SafeSend Process: Individual Returns

Step 1

Receive an email from noreply@safesendreturns.com (be sure to add this email address to your contacts or safe list to ensure it does not go to your spam or junk mail folder).

Step 2

Click on the secure link to access your tax return.

Step 3

Complete the identity verification questions to review and complete your tax return.

Step 4

Electronically sign and return your Federal and State E-File Authorization Forms.

SafeSend Process: Business Returns

Step 1

Receive an email from noreply@safesendreturns.com (be sure to add this email address to your contacts or safe list to ensure it does not go to your spam or junk mail folder).

Step 2

Click the secure link to access your tax return. Select 'request access code'. Then enter the code received by email.

Step 3

Review and download your documents, and distribute K1s.

Step 4

Print and sign your e-File Forms, and return them to Tracey S. Peters CPA via SafeSend or mail them.

Due to the COVID-19 crisis, our office remains closed to the public until further notice. We are working remotely and will continue to provide uninterrupted service to our clients. Please contact us with any questions or for more information.

TRACEY S. PETERS CPA, LLC

4833 Ellicott Woods Lane

Ellicott City, MD 21043

Phone: 410.418.9111

Fax: 410.313.9875

2020 Tracey S. Peters CPA, LLC

All Rights Reserved