your personal secure portal:
We have set up a secure online portal for your convenience and security so that your can:
  • upload your tax documents and download your tax returns securely
  • create and monitor service requests online - including your tax preparation process
  • Upload additional documents as requested by your tax preparer
  • view your bills and easily pay your account
  • update your personal information like addresses , phone numbers and emails.
The portal system is maintained on a HIPPA grade server by our management software providers. You have the ability to create a portal account and reset your password *

Please note that we have a portal account for each taxable entity. This means you need a different username for each.

Here are some screenshots of the portal once you login:

Request a service, monitor progress and upload documents:

Our workflow is managed through "Service Orders".
You can Request Service by creating a service order as show below. You can add notes, set delivery preferences, and upload documents here. 
Once a Service Order has been established monitor progress and follow up on the Order Status page. Click on Details to submit additional documents:
Invoices provide a record of all past invoices and payments as well as allowing you to pay your outstanding invoices via credit or debit card. We require all services to be paid prior to e-filing tax returns.

Easily pay bills online

You can check your payment history and any outstanding invoices under the Invoices tab. We require payment prior to e-filing tax returns and this can be done here using a credit or debit card:

Download past tax returns and keep us up to date

Keep us up to date with your last contact information under the My Info tab. 
View your tax returns and other sensitive documents by going to the My Info tax. IRS Circular 230 prohibits us from sending any sensitive documents (those with  SSN's) via email because of the risk associated with emails. Use the Category and Notes columns to determine or find what you are looking for. You can also:
  • Update your personal information - we use this to make sure we have the correct information in your tax return
  • Add contacts we can talk to if your are not available
* - password reset is dependent on our smtp link with Google working. For security reason they sometimes reset the smtp access so if this happens please call the office at 704 -847 8855 to assist.