Welcome, I’m John Gerlick, a CPA in Englewood, Colorado.
We understand that individuals face unique challenges as they gather information for tax preparation. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is to understand the tax system or just want someone else to do it for you, our personalized service focuses your needs, wants, goals and objectives. We also have an “unfair advantage” by having 45 years experience in tax preparation that allows us to analyze the tax implications of all financial decisions.
We also help you with the daunting task of starting a business. Schedule a conference to discuss the various choices of entities and find what is best for your situation. We then help you with the tax compliance and licensing issues by applying for Federal and State ID numbers. We can then help you set up your accounting system that works for you.
4 Ways to Prepare Your Tax Return
1. Face to Face Tax Appointments
As long as you are healthy and not showing symptoms of COVID-19, you can still meet in person with John. Masks will be required, and hand sanitizer is available as you enter the door. You can make an appointment by calling Angela at 303-761-2750 or online by going to our website at https://gerlick.com and select the “Book Now!” tab. Choose “John” then “In Person Appointment” and then select the date and time available. You must have an e-mail address to confirm and if you use your cell phone you can also get a text reminder just before your appointment time.
2. Virtual Tax Appointments
If you would rather connect through Skype or Zoom, that can be arranged. You will need to provide your documents several days in advance of your appointment by mailing, dropping off, or uploading to your secure client portal. If using the portal, you can access it through our website at https://gerlick.com and upload your pdf documents and save them all as one file or as few as possible. Call Angela at 303-761-2750 to schedule a virtual tax appointment and provide a Skype address or e-mail address to connect with you. You can also schedule online by going to our website at https://gerlick.com and select the “Book Now!” tab. Choose “John” then “Virtual Tax Appointment”, and then select the date and time available. You must have an Skype address to use Skype or e-mail address to use Zoom and if you use your cell phone you can also get a text reminder just before your appointment time.
3. Upload Information Through Secure Web Portal Without Appointment
You should already have access to your portal account that you can reach through our website https://gerlick.com and click on the “Client Portal” tab. Login with your assigned user name and the password that YOU created. Upload your documents (pdf is preferred in one or as few documents as you can) and let us know when all your documents are uploaded. We will then schedule the next available time to work on your return. If you forgot your password, click on “Forgot Username/Password” and an e-mail will be sent to reset the password. If you are downloading documents from a prior year remember that these files have a secondary password with the last four digits our your SSN.
4. Mail or Drop Off Your Information
You can send originals or copies of your documents. They will be returned to you. If you want to schedule a time to drop off your information with Angela, you can do that by calling 303 761-2750 or booking online. Once we have your information, we will add you to our calendar for the next available time to get your return completed as soon as possible.