Client Center


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Tools & Resources

I just wanted to send you kudos on the client portal for entering my income tax information. I found the portal far easier to use than paper, and I didn’t lose my forms amongst all the other papers. Really it made the whole process easier… Since it was different, I almost didn’t use it, but I am happy I did.
- Robert H

How To View and Pay Your Invoice

Using your secure portal to access and pay your tax preparation invoice will save you time and expedite your e-filing process. Plus, it's easy and it helps in our efforts to be respectful to our environment!

Follow these simple instructions:

 

1. Login to your secure portal from any page on our website under the Client Center (located in the left column). 

 

2. After you are logged in to your portal, click on the "My Invoices" menu item in the left column. 


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3. You will see your invoice listed in the main screen. If you have multiple returns (for children or other businesses) that you access through your portal, click on the drop down arrow after "Client" in the top right corner to view those invoices.


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4. To pay your invoice by check:

1. Click "View" to view and print your invoice.

2. Mail payment to our office.

 

5. To make your payment online, follow these simple steps:

1. Click "View" to review your invoice (it will open another window).

2. Once you have viewed your invoice, return to your client portal window and check the box to the left of your Invoice Date.

3. Click the "Pay Selected" button at the bottom of the screen. You will then be prompted to provide your credit card information.


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