Resources
Important links
Quick access to the tools, forms and resources you may need before, during or after working with us. Completing required steps promptly and keeping your information accurate helps us avoid delays in your service.
Client links
- Sign in to the Client PortalUpload documents, e-sign and message your preparer.
- Start Your Tax Return (Intake Form)New clients begin here.
- Book an AppointmentFree consults, tax appointments and mobile notary.
- Refund CalculatorInstant estimate of your refund and our fee.
- Contact UsQuestions? We respond promptly.
IRS & state resources
- Where's My Refund?Check your federal refund status.
- Get an Identity Protection PINProtect your return from identity theft.
- Get Your IRS TranscriptWage & income and account transcripts.
- Make an IRS PaymentPay a balance or set up a payment plan.
- ITIN InformationApply for or renew an ITIN.
Preparers
- Become a Tax PreparerLearn about our $499 training program.
- Preparer Sign-UpEnroll in the program.
- Preparer LoginAccess your software and CRM.
- IRS PTIN RequirementsApply for or renew your PTIN.
Ready to file with a team that treats you like a VIP?
Start your intake online in minutes, or book a free consultation and let us walk you through it.
