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SafeSend Tax Returns

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We are pleased to share that we are now using a secure platform called SafeSend Returns to electronically deliver tax returns. You should receive an email from . If you have not, please check your Spam or Junk Folder. 

The email will contain a link that is safe to click. You will need to provide the last 4 digits of your SSN, and you will request an Access Code that will be sent to you in a separate email.

Upon successful verification, you will be able to:

  • Download, review and/or print tax returns.
  • See if you owe taxes, are receiving any refunds and see your estimated tax payments, if applicable.
  • Electronically sign your personal e-file authorization forms. For personal returns, the IRS requires identity verification so please do not be alarmed by the personal questions as these are pulled from public databases. 

Please note for those filing Married Filing Jointly, the system will ask you to provide your spouse’s email address. If you and your spouse share an email address, just provide that email address again. Your spouse will then receive the same email and follow the same instructions for signing the authorization electronically. The IRS requires both individuals to electronically sign.

The system is safe and easy to use. If you require additional information, this short Tax Payer Video walks you through the process, or feel free to contact your Kerkering Barberio team member at 941-365-4617 for assistance.

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