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HOME
SERVICES
BOOKKEEPING SERVICESBUSINESS ACCOUNTINGBUSINESS CONSULTINGTAX SERVICESPAYROLL SERVICESNONPROFIT SERVICESCORPORATE FORMATION AND COMPLIANCEFRACTIONAL CFOACCOUNTS PAYABLEQUICKBOOKSPRICING
TAX CENTER
FILE YOUR TAX RETURNFILE AN EXTENSIONTAX SEASON DEADLINESTRACK YOUR REFUNDTAX PLANNINGTAX DEDUCTIONS AND CREDITSPAYING MY TAX BILLWORKSHEETS AND FORMSQUARTERLY ESTIMATED TAXESRECEIVED A GOVERNMENT NOTICE?PRICING
PAYROLL CENTER
1099 SERVICESARE YOU GETTING PAID PROPERLYWE WANT TO KNOW HOTLINE!PAYROLL FORMSPAYROLL PARTNERS401(K) AND PROFIT SHARING401(k) PARTICIPANT RESOURCESPRICING
NONPROFIT CENTER
NONPROFIT BOOKKEEPINGFILE NONPROFIT TAX RETURNFISCAL SPONSORSHIPPRICING
CORPORATE CENTER
INCORPORATE TODAYEIN NUMBER REQUESTACCOUNTABLE PLAN ADOPTIONMEETING MINUTES REQUESTREGISTERED AGENT SERVICESBENEFICIAL OWNERSHIP INFORMATIN (BOI)PRICING
RESOURCES
CLIENT PORTALCLIENT DOWNLOADSPAY MY BILLSHOPTANDY'S TIPSTRUSTED PARTNERS
WORK WITH US
ONBOARDINGNEW CLIENT INTAKEWHO WE WORK WITHAPPOINTMENT REQUEST
ABOUT
CONTACTCOMMUNITYSOCIAL MEDIASUSTAINABILITYTESTIMONIALSAPPOINTMENT REQUEST
Client Portal

Your Pain Free Tax Season Starts Here

As a paperless firm, we offer a completely virtual no contact solutions, in-person, or both.

The choice is yours, just follow the steps below to get started

STEP 1

New clients, click here to request portal access.

Returning clients, skip to step 3.

STEP 2

New clients, refer to our tax document checklist for required documents.

STEP 3

New clients, schedule a Tax Return Interview below.

Returning clients, this is optional, after all documents have been uploaded.

Need a Quick Chat?

Need to Drop-Off or Pick up?

STEP 4

All clients, click on the type of return you wish to file

Note: You will need to return to this page for each entity type. 

INDIVIDUAL TAX RETURN ICON
CORPORATE TAX RETURN ICON
NONPROFIT TAX RETURN ICON
ESTATE TRUST & FUCICIARY TAX RETURN ICON
TAX WORKSHEETS & RESOURCES
SUBMIT FINANCIALS