Using Your 1040 Tax Portal

Follow the steps below to login and use our Individual Tax Client Customer Center

Step 1 When your return has been completed, an email will be sent to you with a username, password, and link to login to our Secure Web Portal.

Step 2 Click the provided link and login.

Step 3 Review your return.

Step 4 If the return is correct, print and sign document #8879 (Federal Return)

Step 5 Return the signed #8879 document to our office via fax, email, or mail.

Step 6 Your return will be E-filed as soon as the signed Step 5 documents are received and processed.

Step 7 Stop by our office to pick up your paperwork and pay our invoice.

Client Center

Using the Web Tax Organizer
Using Your 1040 Tax Portal

Our Blog

2015 Tax Changes

January 15, 2015

Social Security Wage Base for 2015: The Social Security Administration announced that the maximum earnings subject to the Social Security component of the FICA tax will increase...

Read More...

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