Home
Services
New Clients
Partners & Staff
View, Sign & Pay
How Do I...
Make Tax Payments Online
View My IRS Account Online
Check the Status of My Refund
Contact
Contact Form
Location
Client Portal
Home
Services
New Clients
Partners & Staff
View, Sign & Pay
How Do I...
Make Tax Payments Online
View My IRS Account Online
Check the Status of My Refund
Contact
Contact Form
Location
Client Portal
NEW CLIENT LOGIN
Partner
Chris
Jenni
Tom
Inverview Date
MM
DD
YYYY
Interview Time to Post
Interview Notes
Communication Preference
Email & Phone
Email
Phone
Organizer Preference
Online
Mail
Email
Delivery Preference
Online, scan & shred RTC
Online, mail back RTC
Pick-Up
Mail
Related Files or Other Contacts
Name
First Name
Last Name
Email - Taxpayer
Phone Numbers - Taxpayer
Name - Spouse
First Name
Last Name
Email - Spouse
Phone Numbers - Spouse
Address
Dates of Birth & Dependent Info
Create Individual Tax Project?
No
Yes
If so, what year(s)?
Assign Individual Tax Project To
Entity Name
Entity EIN
Entity Address Same as Individual?
Yes
No
Entity Address, if different
Entity Type
S-Corp
Partnership
Schedule C
Estate/Trust
C-Corp
Non-Profit
Create Business Setup Project?
No
Yes
Create S-Corp Election Project?
No
Yes
Assign Setup Project(s) To
Entity Notes & Details
Create Entity Tax Project?
No
Yes
If so, what year(s)?
Assign Entity Tax Project To
Comments to Admin
Form Submitted By
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