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.
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If you are like most, summer is prime time for family and friend vacations. It’s a time to unwind and recharge…to see new places and try new things. For many, “new things” often means food. And if you are trying to maintain or lose weight, that can be a problem. So, for all you travelers trying to stay healthy this summer, here are 5 great tips to help you stay on a healthy eating plan and still enjoy your vacation!
If you are like most families, summer means vacation. And if your kids are like most kids, they tend to be tethered to their technology. Whether planning to travel abroad or a long weekend at a local campground, summer is a time for exploration and simply paying attention to the beauty around us.
Multigenerational family vacations have experienced an uptick in popularity, especially with older generations being more active and families living farther apart. Family getaways certainly bring people together physically, but also emotionally. Dedicated family time is simply good for the soul…even more so when multiple generations take part. With this in mind, we bring you a few ideas and tips to consider when planning your next multigenerational vacation.