Using Your 1040 Tax Portal

Follow the steps below to login and use our Tax Client Portal

Step 1 - When your return has been completed, an email will be sent to you with a username and a link to login to our Secure Web Portal.

Step 2 - Click the provided link and login.

Step 3 - Review your returns.

Step 4 - If the returns are correct, print and sign Form 8879 (Federal Return) and the State specific e-file authorization.

Step 5 - Return the signed documents to our office via File Exchange, fax, email, or mail.

Step 6 - Your returns will be e-filed as soon as the authorizations are received and processed.

Step 7 - Stop by our office to pick up your tax data and pay your invoice or you can pay your invoice by clicking on the PAY FEES link on our home page.

Client Center

- Individual Clients
- Business Clients
- Client Employee

(QuickBooks and Peachtree)

Join a scheduled video meeting with our staff.

Using Your Client Organizer
How to Review My 1040
Using File Exchange
Using Your 1040 Tax Portal


Phone: (970) 207-0747 • Fax: (970) 207-0753