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 and a 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

(QuickBooks Online)

Join a scheduled video meeting with our staff.

Using Your Client Organizer
How to Review My 1040
Using File Exchange
Using Your 1040 Tax Portal

Contact Us

29 Hollister Road
Whitehall, NY 12887-4229

mary@maryhollistercpa.com

Phone: 518-499-2072
Fax: 888-MARY CPA
        (888-627-9272)

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