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.
If you have retirement on your mind, the big question is this: Are you in a financial position to do so? While nothing replaces the advice of a seasoned advisor, you can take your first step to answering this question by applying a simple 5-step calculation.
If you’re not a fan of Black Friday chaos—you know…the crowds, the rush, the relentless search for a parking space—then ditch the onsite shopping this year while still enjoying the sweet deals.
The Department of Labor (DOL) announced a final rule that allows a much larger pool of employees to earn overtime if they work more than 40 hours per week. Specifically, the DOL raised the salary level for employees who are counted as “exempt” (or unable to earn overtime pay).