Using Your 1040 Tax Portal

Follow the steps below to login and use our Individual Tax Client Customer Center

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 Form 8879.

Step 5
Return the signed Form 8879 to our office via fax, email, or mail.

Step 6
Your return will be E-filed as soon as the signed Step 5 document is received and processed.

Step 7
Stop by our office to pick up your paperwork and pay our invoice.