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Income Tax Resource Center

Our step-by-step process to filing your income taxes

We created this page to provide our clients a well defined process for easily gathering and sharing tax documents. Our goal is to remove as much of the stress out of tax time as possible!

Consider These Tips for a Smoother Tax Season:

  • Create a "Tax File" (digital or physical) and store any tax related items (i.e. charitable donations, etc.) in the folder throughout the year.

  • Create a checklist of the documents you provide your tax preparer each year and check off the items as your gather them. 

  • Once all of the items on your checklist have been gathered, submit them to us (see details below) all at once.

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Income Tax Process

Our Preferred Process


Gather your tax documents.


Login to your secure client portal.


Upload your documents using the File Exchange feature.

For most, this is the hardest part of the process! See the tips we compiled above to make this step less stressful.

Consider using a Tax Organizer to help you gather all of the necessary information we will need to prepare an accurate tax return. 

Login to your secure client portal.

Your completed tax returns will be delivered to your secure Client Portal each year as a .pdf document which can also be downloaded. 

Upload your documents using File Exchange

Once uploaded, our office will automatically be notified and your tax return will be placed in line for preparation. Visit our FAQ page to see how long we expect to take to complete your tax return.

Tax Organizers

Tax Organizers to help you gather all of the information required!

Once you've completed all of your documents, upload them using the "File Exchange" feature within your secure client portal. 

Of course, you can always contact us with questions at any time.

Additional Resources

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Click here to check on the status of your Federal income tax refund.

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Click here to pay your Federal income tax online.


Click here to estimate the amount of Federal income tax you want your employer to withhold from your paycheck.

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Click here to see your Federal tax payments, balance, records and more.

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Click here for business and personal income tax extension forms.

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Click here to watch a tutorial video on how to upload your tax documents using the File Exchange feature on your secure Client Portal.

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Click here to view a common list of tax facts & figures we pulled together for your reference.

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Click here to view a list of frequently asked questions.

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Click here for links to all state department sites.

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Click here for information on IRS penalties & interest.

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