Using SafeSend to Work with Us

We use SafeSend to gather e-signatures to file returns on your behalf, then safely send them back to you. SafeSend Returns is a secure, intuitive application with a step-by-step, automated filling experience.

Tips for Using SafeSend Returns

  • SafeSend works best with Google Chrome. (Note that SafeSend does not work with Internet Explorer.)

  • Some of the verification questions may seem far-fetched (they are coming from the Lexus Nexus database). Please answer to the best of your ability. If a question does not apply to you, choose not applicable.

  • If you receive a reminder about your efile forms and believe you have already signed and returned them, please contact us.

Getting Started with SafeSend

SafeSend Process Overview

Support

For additional assistance with SafeSend, please contact us.

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Using TaxCaddy to Work with Us

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DeLeon & Stang Form 8655, Reporting Agent Authorization