To better serve our clients we have added a “CLIENT PORTAL” option to our new website. The Client Login is located in the “For Clients” side of our Home page.
- Where’s My Refund? – This provides a link to the IRS website, and populates the necessary information for you. Doing so brings up your information faster and easier in order to check the status of your return.
- Get a Copy of My Tax Return – Once you have received your refund check, you may upload and print a copy of your tax return whenever necessary.
- Send Questions/Notes/Attachments – This link allows you to directly contact us with any concerns you may have. If something is unclear, you need to inform us of a change, or send us a document, it can be done from one location. You can also refer others via this link so we can serve them as well as we have you.
- Upload Documents – From here you can upload whatever documents you need at your convenience
- Client Feedback – Inform us of any issues you need addressed, or let us know how we impressed you.
- Schedule My Appointment – Arrange a meeting with our associates to handle your issues in person
- Client Referrals – All your referral fees will be located here for your review at any time
- Update My Address/Email/Phone/Password – A quick location to keep all your contact information up to date.
To access your account go to our login page,
- Click the “For Clients” button next to MY ACCOUNT
- Click the “Client Login” (Top right of the page).
- Enter your SSN.
- Your password is your Last name plus the last 4 (four) of your SSN…i.e. Smith1234.
Enjoy the online Tax USA. If you have any questions, do not hesitate to call us! 1-866-529-5558