Tax Information

- You can track the status of your refund through Refund Tracker.  You will need the refund amount, your filing status, and your social security number.


- If you want to upload documents securely to us, please use our secure portal.  If you have forgotten your user name or password, you can follow the link to recover or reset your log in information.  We do not have access to your passwords.


- Please check out our signature policy and download Form 2848: Power of Attorney if your spouse cannot attend the tax appointment.