Tax Resources
We want things to be convenient for our clients, so here is a cheat sheet for accessing your account, setting up time to meet, and a few other important tax resources.
Need something else? Let us know and we’ll be happy to provide it.
Access for Clients
Log Into Your Account
You can access your digital tax organizer, upload documents, send a message to our team, view your tax returns, and pay your invoice all on one place.
Schedule a Meeting
If you need some one-on-one time, it’s easy to schedule a meeting online.
*You must be a client to schedule online.
Websites and Worksheets
Pay Taxes Online
After your tax returns are complete, any taxes owed may be easily paid online or by following the instructions on the federal and state websites. Let us know if you have any questions or need payment information for another state.
Check the Status of Your Return
Once your tax returns have been successfully filed, then you can check the status online.
Tax Guides
To assist you with the tax planning process, here are a couple guides you may find helpful. Of course, we are always here to answer questions and provide assistance. Just ask!