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  • How do I check the status of my tax return?
    The IRS has a great tool to check your refund status that can be found through the link below. Please make sure to accurately inpu tthe necessary information related to the tax year of the return. Where's My Refund?
  • How long should I retain my tax documents?
    The IRS advises to keep all documents for 7 years.
  • When are estimated tax payments due?
    Estimated tax payments are due April 15th, June 15th, September 15th, of the current year and January 15th of the following year unless extended by the IRS.
  • How do I make a payment to the IRS online?
    Using the link below, you can make payments towards your amount due on the return, estimated tax payments, extension payment as well as a variety of other payments. Please specify the reason for payment, which return you want to apply payment to, and for which tax period. IRS Direct Pay
  • Can I get a copy of a signed tax return in my portal?
    Unfortunately we are unable to provide signed tax returns through your portal, however, there will be a tax return saved into your portal without signatures. We are happy to send a hard or soft copy with signatures upon request.
  • How can I reset my password for my portal?
    In order for you to reset your password, please contact the office admin at
  • Will my portal save changes to my organizer if I close out and get back in later to complete?
    For any work to be saved in your portal, please press the 'Save & Close' button.
  • Can my spouse and I use the same email address for the portal?
    Unfortunately not. Due to IRS identity verification requirements, each taxpayer must have their own email address.
  • The portal won't let me upload any more documents, what should I do?"
    The portal will lock after the 'Send to Preparer' button has been pressed. Please contact the office administrator in order to unlock at
  • Should I wait to click Send to Preparer until everything is uploaded?
    We advise to utilize 'Save & Close' and only click send to preparer after everything has been completed.
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