How to Use Your Client Organizer
How to Review Your 1040
Using File Exchange
Using Your 1040 Tax Portal
Follow the steps below to login and use our Individual Tax Client Customer Cente
Step 1: When your return has been completed, an email will be sent to you with a username, password, and link to login to our Secure Web Portal.
Step 2: Click the provided link and login.
Step 3: Review your return.
Step 4: If the return is correct, print and sign document #8879 (Federal Return)
Step 5: Return the signed #8879 document to our office via fax, email, or mail.