Client Resources

Client Communications and Announcements

To read recent announcements and other client communications, please click below.

Tax Questionnaire and Organizer Portal

Click below to access your interactive tax questionnaire and organizer system from our partners at Soraban.  This tool allows you to e-sign the tax engagement letter, complete your tax questionnaire, and upload tax documents at your convenience. The portal also offers an easy-to-use chat feature that you can use to communicate and exchange information with your tax preparer.

If you are not already set up in this system, please email and we will get you set up immediately.

Access Your IRS Account

Dealing with the IRS can be made a little bit easier when you have an IRS account at 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”.

Upload Tax and Accounting Documents

Click here to upload documents securely using Citrix Sharefile.

Refund Status

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.

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 (

Online Payment

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

We want to express our gratitude for your business and support. We look forward to working with you this season and for years to come.