Tax Debt Services Clients
Thank you for giving us the opportunity to work on your tax matters. We hope to have clear transparency, excellent communication, and expeditious resolve on all work performed. This page will allow you to access some online forms and portals to help us perform our work best.
Our Client
Portal
Please access our Client Portal to learn of your case status, history, billing invoice, and payment schedule. Most of your questions can be answered just by logging in:
Financial Questionnaire
Please access our Financial Questionnaire to provide us with more detail of your current financial information so that we may prepare your tax documents properly:
Tax Return
Organizer
Please access our Tax Return Organizer to inform us of your tax history and records for the particular year in which we are preparing returns for, if multiple years, please notify us.:
