Client Resources

CPA - Tax Advisor - JupiterFL
Client Login:

Use this link to access your Net Client portal.  If you do not have a portal and would like one please contact our offices.

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Online Payment:

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

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Engagement Letter:

To e-sign your engagement letter for tax preparation services, please select one of the links below.  Please note that once you e-sign, you will receive an email to confirm your identity.  You will need to confirm your identity for your signature to be fully executed.

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Online Tax Questionnaire:

Click here to easily complete our annual 1040 tax questionnaire online.

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Sharefile Document Upload:

Click here to upload documents securely using Citrix Sharefile.

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1099-MISC Preparation:

Business owners are required to issue a 1099-MISC to independent contractors, sole proprietors, partnerships, and LLCs taxed as partnerships who are paid $600 or more during the year for services performed during the normal course of business. To engage our firm for 1099 preparation and filing, download and complete the 1099 MISC data collection form using the link below. Once complete, upload using the Accounting Document Upload link on this page.

For more information on 1099 requirements, please read this brief article (

Download 1099-MISC Collection Data Form Here:

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Refund Status:

Clink 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.

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Pay the IRS Electronically:

The IRS offers two methods for making tax payments electronically – Direct Pay and the Electronic Federal Tax Payment System, also known as EFTPS. Direct Pay is generally better for one time or occasional payments, while EFTPS is ideal for taxpayers who make regular online tax payments.

For more information on which option is best for you, please read this brief article (