CLIENT PORTAL

UPLOAD YOUR DOCUMENTS 

What to upload ? 

All tax documents (if applicable) w2, 1099, 1099r, 1098t, 1098, IDENTITY PROTECTION PIN etc.

IDENTIFICATION: VALID (license, i.d. Passport)

TYPE DURING BOOKING | SSN, DOB, address, dependent info (name dob ssn gender)

TYPE DURING BOOKING | BANK INFO: Account # Routing # Bank name  (we do offer checks and prepaid cards through green dot ON HAND)

ALL INFO IS SUBMITTED THROUGH YOUR CLIENT PORTAL

simply log in & choose what you need to do. Upload, make a payment, schedule, etc.