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 document #8879 (Federal Return)
Step 5 Return the signed #8879 document to our office via fax, email, or mail.
Step 6 Your return will be E-filed as soon as the signed Step 5 documents are received and processed.
Step 7 Stop by our office to pick up your paperwork and pay our invoice.
It’s safe to say that most people are laser focused on money right now—specifically on how to make it last longer. To help you do just that, we compiled the following list of tips for spending less in 2020:
The U.S. House overwhelmingly (417-1) approved legislation Thursday, May 28th, making it easier for small businesses and other recipients of Paycheck Protection Program (PPP) funding to qualify for forgiveness of the loans.
The House bill, called the Paycheck Protection Program Flexibility Act (PPPFA), H.R. 7010, includes:
The following are the rules for the Paycheck Protection Program — especially in relation to maximizing Loan Forgiveness. Regulations and guidance from the government have evolved and we will continue to keep you updated on changes moving forward.