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The Organizers & Tax Returns Portal is designed for Individual Income Tax purposes. This portal allows access to Web Organizers and Tax Returns during tax season.
Via Organizers & Tax Returns Portal you can:
- View, edit, and submit your Tax Organizer electronically (Web Organizer)
- Upload scanned tax source documents such as Form W-2, Form 1099-INT, Form 1099-DIV, Form 1099-R, property tax bills, Form 1098 (mortgage interest), etc.
- Upload Word, Excel, and PDF workpaper files
- View and download a duplicate copy of your income tax return (a hard copy will be also provided)
Organizers & Tax Returns - Click Here |
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The Client Portal is designed for client ease of sharing documents with our office. This portal is available throughout the entire year, inside and outside of tax season.
Via Client Portal you can upload or download any electronic files including:
- All other tax return copies
- Payroll reports and employee paystubs
- Financial workpapers such as bank statements and receipts
Client Portal Login - Click Here |
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If you wish to sign up for the Portals or forgot your login information, please contact our office. We will be happy to assist you. |
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