Welcome to your document portal! Here you can...
- Upload your tax documents to our team!
- View your Current and Previous years Tax Returns
- Upload your Bookkeeping Documents
- View Your Accounting Reports
*note:
If you want to e-file your taxes please upload your files here; a member of our team will contact you and start on your tax file within 1 business day.
Please go to "EDIT PROFILE" to ensure your 2 Valid ID's and phone number is listed. Your tax return will not be filed until this is completed. See the list of ACCEPTABLE ID'S.
*Payments* - Once you upload your documents you have 3 payment options
- Pay Upfront
- Pay After Your Tax File is Completed by Our Staff and when you electronically sign
- Pay out of your Tax Refund
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