Upload Your Documents
Upload all of your tax documents to your My Portal account. Your information will be secure with bank level encryption so you won't have to worry about somebody doing something they are not supposed to do.
Your Username is the first name listed on your tax returns with no spaces. Use the reset password button if you don't remember.
Simply can't remember or get access to your account, use my Guest Portal. If you are a new client, start upload here.
Make Your Appointment
The most important part of the Tax Return phase of Tax Coaching is the review of your tax return. This will give us the base to kick off Tax Coaching and/or review the results of what we implemented already.
Once you have uploaded your tax documents and signed off, I will get started on your tax return and research ways to help you stop wasting money on taxes you don't have to pay.