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.
When hiring new employees to your business, you must determine if it is for an independent contractor or a regular employee. This is very important as the choice you make has major tax implications.
If you plan to attend a conference soon, it will likely be a virtual event. While some may dismiss virtual conferences as just sitting in front of a computer, the fact is they can be more comfortable (sweatpants, anyone?), more rewarding and every bit as enjoyable as an in-person event. If you’re a virtual conference newbie, here are some tips to get the most from your experience:
Even with summer in the rearview mirror, there are lots of opportunities to get out of the house and enjoy activities with family and friends (or others in your “bubble”). Here are 10 suggestions for fall fun that everyone in your crew—regardless of age—can enjoy.