CLIENT PORTAL

Secure Portal: Upload confidential documents

Tax Documents: Common tax documents needed for tax preparation

Profit & Loss Statement (xls): Track your income and expenses (for small businesses)

IRS Payments: Submit your electronic payments to the IRS

IRS Refund: Check the status of your refund with the IRS

State Taxes: Find your State's tax information

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Payroll Withholding: Calculate your W2 withholdings