Using Your 1040 Tax Portal
Follow the steps below to login and use our Individual Tax Client Customer Center
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.
Click the provided link and login.
Review your return.
If the return is correct, print and sign Form 8879.
Return the signed Form 8879 to our office via fax, email, or mail.
Your return will be E-filed as soon as the signed Step 5 document is received and processed.
Stop by our office to pick up your paperwork and pay our invoice.