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.
The options in this portal include:
- Where’s My Refund? – A link to the IRS website that populates the necessary information to find the status of your Tax Return.
- Get a Copy of My Tax Return – After you have received your refund check, you may upload and print a copy of your tax return.
- Send Questions/Notes/Attachments – Ask us a question, inform us of any changes or upload documents needed to complete your tax return. REFER US CLIENTS BY SENDING A NOTE!
- Upload Documents – Upload required documents for your tax return no matter where you are!
- Client Feedback – Give us your feedback.
- Schedule My Appointment – Schedule an appointment online.
- Client Referrals – Accounting of your referral fees.
- Update My Address/Email/Phone/Password
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