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SafeSend Exchange

Click Here to Send Us Information

Click the link above to send us documents securely via an encrypted email.  Click here for PDF instructions.

Please contact Sarah Hess for assistance or questions.

All data is protected by full encryption during transmission and the rest using SHA256 certificates under TLS 1.2 encryption. You can also review the Safe Send Terms of Service and Privacy Policy.

All data is protected by full encryption during transmission and the rest using SHA256 certificates under TLS 1.2 encryption. You can also review the Safe Send Terms of Service and Privacy Policy.

SafeSend Logo Image File

SafeSend Returns

Brush Bernard is excited to offer SafeSend Returns™ as our electronic delivery method for your tax returns.

Benefits of using SafeSend Returns:

Receive Your Tax Returns Securely and with Ease:  SafeSend Returns™ allows us to deliver your return securely and walks you through the steps of processing your return via computer, smartphone or tablet.

For Individuals:  SafeSend Returns™ allows you to e-sign your federal and state tax returns, receive tax payment reminder emails, and the ability to download a copy of your tax return.

For Businesses:  SafeSend Returns™ allows you to e-sign your federal and state tax returns, receive payment reminder e-mails, conveniently distribute K-1’s via email, and the ability to download a copy of your tax return.

How Does the SafeSend Returns Process Work?

Safe send works like this diagram shows

  1. Receive an email from Brush Bernard at noreply@safesendreturns.com. To prevent it from being categorized as spam, add this e-mail address to your safe list.
  2. Access your tax return by clicking on the secure link.
  3. Answer the ID verification questions to review & complete your tax return.
  4. Electronically sign & return your e-File Authorization Form (Form 8879).

1040 Tax Return Recipient Help > Watch Video Here

Entity Taxpayer Experience with K1 Distribution > Watch Video Here

Frequently Asked Questions

Yes. Email notifications will be sent from Brush Bernard at noreply@safesendreturns.com. To prevent the email from getting filtered to spam/junk, we recommend adding these 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 might also search your email for noreply@safesendreturns.com. Some emails hide junk items very well.

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 Brush Bernard.

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. If you’re using a smartphone or tablet, you may not be able to download and print your return, but you’ll be able to review and e-sign it. You can always download and print your return from a desktop computer at a later date.

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, Brush Bernard is automatically notified, and we will then complete the filing process for you, including submission to the IRS.

For spouses filing jointly, there are a few ways to sign via SafeSend Returns:

If both spouses have an email address on file, both will receive an email with a link to view the return and sign the e-file authorization form(s). First, one spouse will receive the link with identity verification questions specific to him/her. He or she will sign the e-file authorization form(s) and input the spouse’s email address, which will send an email link to the second spouse. The second spouse will answer identity verification questions specific to him or her and then sign the form(s).

If only one spouse has an email address on file, that spouse will first receive the link with identity verification questions specific to him/her. He or she will sign the e-file authorization form(s) and then enter an email address for the second spouse. The second spouse will then receive the email link with identity verification questions specific to him/her. Once the second spouse electronically signs the e-file authorization form(s), Brush Bernard will be notified that signing is complete.

If a couple shares an email address, the primary signer will first receive a link with identity verification questions specific to him/her. After the primary signer signs the e-file authorization form(s), he/she can then enter the shared email address again. A new link will be sent with identity verification questions specific to the second spouse.

Brush Bernard will deliver your dependent’s return using SafeSend Returns. However, most dependents may not have sufficient government and financial data available to successfully complete the electronic signature process.

Therefore, Brush Bernard will generally deliver those returns in a manner set up for manual signature. The intended forms will require you to return it through SafeSend Returns, via email at Sarah@BrushBernard.com, or fax it back at 707-433-4123 to Brush Bernard.

Yes – You can print, sign, and mail your e-file form(s) to Brush Bernard 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.

  • If you have a return that needs to be paper filed, you can do so through SafeSend Returns.
  • If you prefer to make your payments via paper check, you will need to print your tax and estimate payment vouchers and mail to the government authorities.
  • You will be able to make tax payments electronically if you prefer not to mail payments.

Pay Invoices Online

Click this link to send us an email requesting an online payment.

Please provide your full name (and business name, if applicable) and your invoice number in the email.

After you send the email, you will receive a secure link that you can use to pay your invoice(s) online.

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Record Retention

Storing tax records: How long is long enough?

Federal law requires you to maintain copies of your tax returns and supporting documents for three years. This is called the “three-year law” and leads many people to believe they’re safe provided they retain their documents for this period.

However, if the IRS believes you have significantly underreported your income (by 25 percent or more), or believes there may be indication of fraud, it may go back six years in an audit. To be safe, use the following guidelines.

Create a Backup Set of Records and Store Them Electronically. Keeping a backup set of records – including, for example, bank statements, tax returns, insurance policies, etc. – is easier than ever now that many financial institutions provide statements and documents electronically, and much financial information is available on the Internet.

Even if the original records are provided only on paper, they can be scanned and converted to a digital format. Once the documents are in electronic form, taxpayers can download them to a backup storage device, such as an external hard drive, or burn them onto a CD or DVD (don’t forget to label it).

You might also consider online backup, which is the only way to ensure that data is fully protected. With online backup, files are stored in another region of the country, so that if a hurricane or other natural disaster occurs, documents remain safe.

Caution: Identity theft is a serious threat in today’s world, and it is important to take every precaution to avoid it. After it is no longer necessary to retain your tax records, financial statements, or any other documents with your personal information, you should dispose of these records by shredding them and not disposing of them by merely throwing them away in the trash.

  • Correspondence with Customers and Vendors
  • Duplicate Deposit Slips
  • Purchase Orders (other than Purchasing Department copy)
  • Receiving Sheets
  • Requisitions
  • Stenographer’s Notebooks
  • Stockroom Withdrawal Forms
  • Employee Personnel Records (after termination)
  • Employment Applications
  • Expired Insurance Policies
  • General Correspondence
  • Internal Audit Reports
  • Internal Reports
  • Petty Cash Vouchers
  • Physical Inventory Tags
  • Savings Bond Registration Records of Employees
  • Timecards For Hourly Employees
  • Accident Reports, Claims
  • Accounts Payable Ledgers and Schedules
  • Accounts Receivable Ledgers and Schedules
  • Bank Statements and Reconciliations
  • Cancelled Checks
  • Cancelled Stock and Bond Certificates
  • Employment Tax Records
  • Expense Analysis and Expense Distribution Schedules
  • Expired Contracts, Leases
  • Expired Option Records
  • Inventories of Products, Materials, Supplies
  • Invoices to Customers
  • Notes Receivable Ledgers, Schedules
  • Payroll Records and Summaries, including payment to pensioners
  • Plant Cost Ledgers
  • Purchasing Department Copies of Purchase Orders
  • Sales Records
  • Subsidiary Ledgers
  • Time Books
  • Travel and Entertainment Records
  • Vouchers for Payments to Vendors, Employees, etc.
  • Voucher Register, Schedules

While federal guidelines do not require you to keep tax records “forever,” in many cases there will be other reasons you’ll want to retain these documents indefinitely.

  • Audit Reports from CPAs/Accountants
  • Cancelled Checks for Important Payments (especially tax payments)
  • Cash Books, Charts of Accounts
  • Contracts, Leases Currently in Effect
  • Corporate Documents (incorporation, charter, by-laws, etc.)
  • Documents substantiating fixed asset additions
  • Deeds
  • Depreciation Schedules
  • Financial Statements (Year End)
  • General and Private Ledgers, Year End Trial Balances
  • Insurance Records, Current Accident Reports, Claims, Policies
  • Investment Trade Confirmations
  • IRS Revenue Agents’ Reports
  • Journals
  • Legal Records, Correspondence and Other Important Matters
  • Minute Books of Directors and Stockholders
  • Mortgages, Bills of Sale
  • Property Appraisals by Outside Appraisers
  • Property Records
  • Retirement and Pension Records
  • Tax Returns and Worksheets
  • Trademark and Patent Registrations
  • Bank Statements
  • Paycheck Stubs (reconcile with W-2)
  • Canceled checks
  • Monthly and quarterly mutual fund and retirement contribution statements (reconcile with year-end statement)
  • Credit Card Statements
  • Medical Bills (in case of insurance disputes)
  • Utility Records
  • Expired Insurance Policies
  • Supporting Documents for Tax Returns
  • Accident Reports and Claims
  • Medical Bills (if tax-related)
  • Property Records / Improvement Receipts
  • Sales Receipts
  • Wage Garnishments
  • Other Tax-Related Bills
  • CPA Audit Reports
  • Legal Records
  • Important Correspondence
  • Income Tax Returns
  • Income Tax Payment Checks
  • Investment Trade Confirmations
  • Retirement and Pension Records
  • Car Records (keep until the car is sold)
  • Credit Card Receipts (keep with your credit card statement)
  • Insurance Policies (keep for the life of the policy)
  • Mortgages / Deeds / Leases (keep 6 years beyond the agreement)
  • Pay Stubs (keep until reconciled with your W-2)
  • Property Records / improvement receipts (keep until property sold)
  • Sales Receipts (keep for life of the warranty)
  • Stock and Bond Records (keep for 6 years beyond selling)
  • Warranties and Instructions (keep for the life of the product)
  • Other Bills (keep until payment is verified on the next bill)
  • Depreciation Schedules and Other Capital Asset Records (keep for 3 years after the tax life of the asset)