Client Resources

CPA - Tax Advisor - JupiterFL
Tax Season Welcome Letter and Best Practices

To read our annual Tax Season Welcome Letter and our Tax Season Best Practices document, please click below.

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Form 1099 Preparation

Business owners are required to issue a 1099-NEC 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. 1099-MISC are required for other types of payments of $600 or more such as rents and payments to an attorney. To engage our firm for 1099 preparation and filing, download and complete the 1099 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.

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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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Annual Tax Questionnaire

Please select from the links below to complete our annual 1040 (individual) and/or Business tax questionnaire.

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Tax Organizer

Upon request, we will send you your very own tax organizer, which is pre-filled with your tax information from the previous year.  While it is not required, an organizer can serve as a useful guide when organizing your tax documents.  To request an organizer, please click on the link below.

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Upload Tax and Accounting Documents

Click here to upload documents securely using Citrix Sharefile.

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SafeSend Returns

This year we will be delivering completed tax returns electronically using a secure and convenient tax return delivery system called SafeSend Returns. For more information on what to expect when you receive your tax return, please click below to watch a short video.  If you wish to receive a paper copy instead, please indicate your preference on the Tax Questionnaire.

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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 (

CPA - Tax Advisor - JupiterFL
Client Login

Use the link below to access your Client Center Portal. If you do not have a Client Center 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.

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.