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 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.

Secure Web Portal