SafeSend Returns® for Tax Return Delivery

M&S is pleased to offer SafeSend Returns to our clients as our 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 Mowery & Schoenfeld. If applicable, you can also manage your Schedule K-1 distribution.

Benefits of Using SafeSend Returns

  • Receive your tax returns securely without the need to setup an account or remember a password
  • Accessible across all platforms: computer, smartphone, or tablet
  • Electronically sign your federal and state e-file authorizations (8879), no printing or mailing necessary
  • Receive payment reminder e-mails
  • Download a copy of your tax return
  • For businesses, conveniently distribute your K-1s electronically

How To Use SafeSend Returns

You will receive an email from Mowery & Schoenfeld with a “from” address of noreply@safesendreturns.com. You may need to add this email address to your safe list.

The email will contain a safe link for you to access your tax return. After clicking on the link, you will be asked to enter the last four digits of your Social Security number to review your return. SafeSend will email or text you an access code to further verify your identity. For emailed codes, check your spam or junk folders if you do not receive the email in your inbox. You must enter the code within 20 minutes of receipt. If you do not enter the code within 20 minutes, you can request another.

Review and download your documents and distribute applicable Schedule K-1s.

Sign your e-file authorization forms online and submit them via SafeSend Returns. When you are ready to sign your e-file authorization form(s), you will be asked a series of simple questions to verify your identity. You can also print, sign and return to Mowery & Schoenfeld.

Video Tutorials 

1040 Client Experience Tutorial

Entity Client Experience Tutorial with K-1 Distribution

For Questions Regarding SafeSend Returns

If you would like to know more about SafeSend Returns or need your personal link resent, reach out to Stephanie Jackson at 847-281-3588 or sjackson@msllc.com