Client Resources
Tax Season Welcome Letters
To read our annual welcome letters for both individuals and businesses, please click on one of the links below.
Work with Us Remotely
We use a secure, intuitive client portal to help ease the communication between us and our clients. Here are some of our favorite features:
Everything is in one place: you can electronically sign documents, complete organizers, and upload documents without going to multiple websites all from your mobile phone or computer.
It helps maintain a secure exchange of information & safety of your personal data. TaxDome has a built-in secure messaging system, where we can request information we need from you or chat in real time.
It is mobile friendly, so you can access it anytime, anywhere!
Access the portal HERE.
Appointments
Appointments will be via phone or Zoom. In-person appointments are currently closed for our team’s safety. They are based on the first-come, first-served policy. The last day for appointments will be March 23, 2024. Please be sure to bring in your documents as soon as possible so that you’re able to have your time slot before then.
Appointments will only be scheduled on the following days and times:
Tuesdays / Thursdays / Saturdays: 10:00am – 4:00pm (Saturdays start February 10 and end March 23, 2024)
If you would like to schedule an appointment, please click below to request a link to be sent to you.
Form 1099 Preparation
Business owners are required to issue a 1099-NEC to independent contractors, sole proprietors, partnerships, and LLCs taxed as partnerships who are paid $600 or more during the year for services performed during the normal course of business. 1099-MISC are required for other payments of $600 or more, such as rents and payments to an attorney. These forms are due by January 31 each year. If you have signed your engagement letter, please complete the data collection form using the link below and upload it to the client portal when done.
Refund Status
Click on the link below to access the IRS’s “Where’s My Refund” service. You will need your Social Security Number, your filing status, and your exact refund amount. Please refer to your tax return provided to you for this amount.
Pay Your Taxes
Due to liability concerns, our firm will no longer initiate direct debit payments to the IRS and state tax agencies. You have two options to manage any balances due or estimated payments: by check and voucher, or online.
To pay via check and provided voucher, please be sure to follow the directions provided on each filing instructions page in the e-signature copy in the portal or the signature of your return.
To pay online, click on button below to be taken to our page of federal and state tax agency websites.
The IRS offers two methods for making tax payments electronically – Direct Pay and the Electronic Federal Tax Payment System, also known as EFTPS. Direct Pay is generally better for one time or occasional payments, while EFTPS is ideal for taxpayers who make regular online tax payments.
Pay Your Bill
Don’t want to mail a check? We have an easy way to pay your invoice right within our client portal, TaxDome! You can use credit or debit card, or you can choose to pay directly from your bank account. This method is the safest and most secure. You won’t need to login to make a payment, but you will need the link to your invoice.