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CLIENT PORTAL

ALREADY A CLIENT? CLICK THE ICON ABOVE TO ACCESS THE CLIENT PORTAL TO DOWNLOAD TAX FORMS AND/OR SEND YOUR TAX PREPARER REQUESTED INFORMATION SECURELY

DOCUMENTS

NOT SURE WHAT TO BRING TO YOUR APPOINTMENT, CLICK THE ICON ABOVE TO DOWNLOAD YOUR CHECKLIST

WHERE'S MY REFUND

ALREADY FILED YOUR TAXES? CLICK THE ICON ABOVE TO CHECK THE STATUS OF YOUR REFUND ON THE IRS WEBSITE 

APPOINTMENT

READY TO BOOK YOUR APPOINTMENT?  CLICK THE ICON ABOVE TO SCHEDULE YOUR APPOINTMENT ONLINE

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