RESOURCES
Client Portal & IRS Resources
Centralized access for secure document sharing client documents and IRS quick links to simplify your tax management process.
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Client Portals
Portal
Your secure portal to upload data any time and retreive your tax return
Intuit Link
Upload your initial tax documents, W-2s, 1099s, and answer intake questions
IRS Account, Identity & Security
Your Online Account
View your balance, records, and payment history securely and directly from the official IRS portal.
Identity Protection PIN
Protect your identity and prevent fraudulent tax filings by requesting and managing your unique IP PIN.
IRS Payments
IRS Direct Pay
Pay directly from your bank account for free; this service requires standard identity verification.
EFTPS System
A free, highly secure federal system for businesses including Trusts to schedule and process tax payments. NOTE: EFTPS is moving away from being used for individuals.
Transcripts, Notices & Tools
Get Your Transcript
Easily request copies of your tax records, including prior-year transcripts for verification purposes.
Interactive Tax Assistant
www.irs.gov/ita
An official online tool that provides tailored answers to several tax law questions based on your specific situation.
Where's My Refund
Check on the status of your refund.
Where’s My Amended Return
View the status of your amended return.
State & Other Resources
Texas Comptroller
Access sales tax permits, franchise tax forms, and state-specific compliance resources for Texas-based entities.
Social Security Administration
Verify social security information for tax reporting accuracy and manage your retirement planning accounts online.
Disclaimer: These links are provided for client reference only and do not constitute legal or tax advice.