Using Your 1040 Tax Portal

Follow the steps below to login and use our Individual Tax Client Customer Center

• Step 1 When your return has been completed, an email will be sent to you with a username, password, and link to login to our Secure Web Portal.
• Step 2 Click the provided link and login.
• Step 3 Review your return
• Step 4 If the return is correct, print and sign document #8879 (Federal Return)
• Step 5 Return the signed #8879 document to our office via fax, email, or mail.
• Step 6 Your return will be E-filed as soon as the signed Step 5 documents are received and processed.
• Step 7 Stop by our office to pick up your paperwork and pay our invoice.