Welcome to the Tax Return Portal. Through this link you can access your completed tax returns. Once the return is filed, you will be able to access your final 1040 from this site. (pretty handy when you go see the Mortgage Company for that re-financing)

At the beginning of every year, we send an email regarding your personal organizer. The email will include instructions to access your organizer, as well as your client ID and password. If you have used the online organizer before, you may have reset your password already and hopefully you remember it! (if not give us a call) With this information in hand, go to the link:

• Tax Return Portal

Once there you will be able to view your final tax returns as they were filed. You will also receive this information on a CD along with a partial printing of the return. We hope this access is a useful tool for you!