Click below to access your interactive tax questionnaire and organizer from our partners at Soraban. This tool allows you to e-sign your tax engagement letter, complete your tax questionnaire, upload tax documents at your convenience, and communicate with your tax preparer using the built-in chat feature.

Our Client Accounting Portal, powered by Keeper.app, makes it easy for Client Accounting clients to collaborate with us on their bookkeeping. Through this secure portal, you can answer questions as we work on your books, upload documents securely, and access financial reports like profit & loss statements and balance sheets.
For a quick overview, watch this short video.

Dealing with the IRS can be made a little bit easier when you have an IRS account at irs.gov. Once your account is established, you can easily access a record of your account, make payments, view transcripts, and grant third party authorization to your tax preparer. If you do not have an account, click on the link, select “Sign in to Your Account”, select “Sign in to Your Account” again, and then select “Create a new account”.

Click here to upload documents securely using Citrix Sharefile.

Click on the link below to access the IRS’s “Where’s My refund” service. You will need your Social Security number, your filing status, and your exact refund amount.

The IRS provides a secure way to make tax payments online through Direct Pay, the recommended method for one-time or occasional payments.

Alternatively, you can use your IRS Online Account, which allows you to view your payment history, check balances, and make payments conveniently.

Securely pay your invoice online via our CPA Charge payment portal.