Due to the COVID 19 pandemic and to better serve your needs this tax season, we are giving you the option to use the MyTAXPortal tool. The MyTaxPortal tool is encrypted and secure through our tax software provider. Your election to use the MyTaxPortal tool will assist us in easily communicating with you regarding the preparation of your income tax return. Once you accept the invitation to join the MyTaxPortal, you can click on:

1. Engagement Letter: for your review and acceptance
2. Tax Organizer – Questions & Documents: for your review and the ability to edit the information and also upload tax related documents
3. Remote Signature: to electronically sign your return
4. Where’s My Refund: to track your refund status with the Internal Revenue Service

Your election to use the MyTaxPortal tool will also give you the ability to print any needed copies of your return now or in the future.

You may continue to submit your tax information the same way you have in the past, however, we do encourage you to at least look at the MyTaxPortal tool given the convenience it can provide.

Please do not hesitate to contact us if you have any questions.