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We are pleased to offer SafeSend Returns to our clients as a secure, electronic tax return delivery system. The client-friendly interface walks you through a guided process that includes on-screen review of your return, collecting IRS-compliant e-signatures on e-file authorization forms, and options for making tax payments. Then, SafeSend Returns automatically sends the form(s) back to LB Advisors.
Yes. Email notifications will be sent from LB Advisors at firstname.lastname@example.org. To prevent the email from getting filtered to spam/junk, we recommend adding this email addresses to your safe list.
Yes. SafeSend Returns offers a secure system to view and sign your e-file authorization form(s).
Look for https:// at the beginning of the site URL and a locked padlock symbol in your browser’s URL bar to confirm you are on the secure site.
Check your spam/junk email folder. If you do not receive your code within the 20-minute time limit, please request another. You can also search your email for “email@example.com.”
The questions SafeSend Returns asks are knowledge-based questions pulled from government and credit sources. You may be asked questions such as where you lived in a given year, or when you bought your car or home. In the event the questions do not apply to you, simply choose the answer that accurately reflects this. If you don’t remember the answers to the questions, or you answer incorrectly, you won’t be able to electronically sign your e-file authorization form(s). You can instead print, sign and return your e-file authorization form(s) to LB Advisors.
This process can be completed on any computer, smart phone, or tablet via a web browser. There is currently no SafeSend Returns app available.
Yes. You can download and print your return from a computer. If you’re using a smartphone or tablet, you’ll can review and e-sign your return package but may not be able to print it. Please use a laptop or desktop computer for the best printing experience.
SafeSend Returns allows you to electronically sign your e-file authorization form(s), but it won’t submit your return to the IRS. Once signed, LB Advisors is automatically notified, and we will then complete the filing process for you, including submission to the IRS.
We will deliver your dependent’s return via SafeSend Returns, however, due to the knowledge-based identification requirements of the IRS, a minor dependent may not qualify, so you will need to manually sign and return your dependent’s e-file authorization form.
Yes – You can still print, sign and mail your e-file form(s) back to LB Advisors if you’d prefer to do so.
Yes! Once you sign your e-file authorization form(s), you will receive an email stating it was successful. The email will also include a link to download a copy of your tax return for your records.
If estimated payments are included in your review copy, you will automatically receive an email reminder 7 days before your payment is due.