Client Login

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Bookkeeping Login

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Accounts Payable Login

Video Meeting

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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.

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