Client Tax Portal
This link will allow you to create a secure client profile and upload your tax documents.
[To retrieve your completed return, click the link in the remote signature section to download it.]
Access your online or downloadable Data Forms
Online Data Form
Single Member Business Income and Expense
Use the link to access the business income and expense document in form mode. Answer the appropriate questions, and when done hit submit. We'll have your responses on our end, so no need to upload the form to the tax portal.
Online Data Form
Rental Property Income and Expense
Use the link to access the rental income and expense document in form mode. Answer the appropriate questions, and when done hit submit. We'll have your responses on our end, so no need to upload the form to the tax portal.
Fillable tax data forms [not for printing]
- The docx forms are word docs that can be fillable online through Microsoft Word or Google Docs.
- Deductions and Credits is for all with the applicable information. Remember the deduction amount must exceed the standard deduction to make an impact on the return. There is an additional cost to itemize your tax return.
- The income and expense forms are for your respective business.
Downloadable Blank tax data forms
- The PDFs are blank forms that can be edited with PDF editor or printed and completed manually.
- Deductions and Credits is for all with the applicable information. Remember the deduction amount must exceed the standard deduction (see below) to make an impact on the return. There is an additional cost to itemize your tax return.
- The income and expense forms are for your respective business.
2025 Standard deduction & Tax Brackets
