MAIN DOCUMENT UPLOAD PORTAL FOR TAX YEAR 2024

2024 CLIENT PORTAL ALERT!
STARTING SATURDAY JANUARY 11TH 2025 @ 12am
THIS MAIN CLIENT PORTAL WILL BE 
OPENED FOR THE 2024 TAX YEAR 
 

TAX YEAR 2024 IRS PROCESSING TIME ALERT!

THE IRS WILL BEGIN ACCEPTING TAX RETURN EFILE 
ON JANUARY 29TH 2025.
 
THE IRS SAYS TO ALLOW A MINIMUM OF 21 DAYS FOR PROCESSING. 
HOWEVER THERE IS NO GUARANTEE THAT THEY WILL HAVE YOUR 
REFUND PROCESSED WITHIN THAT TIME FRAME. 

WE AS TAX PREPARERS HAVE NO CONTROL OVER THE IRS OR ANY 
STATE TAXATION BUREAU AND THEIR PROCESSING TIMES OR 
ANY DELAYS THAT MAY OCCUR. 

IT IS THE TAXPAYERS RESPONSIBILITY TO FOLLOW UP WITH ANY NOTICES RECEIVED
FROM THE IRS OR STATE TAXATION BUREAU. IT IS THE TAXPAYERS DUTY TO FOLOW UP 
AND CONTACT THE AGENCIES ABOUT THEIR REFUND STATUS.

ONCE WE SEND YOU YOUR TAX PAPERS AND EFILE YOUR RETURN OUR 
DOCUMENT PREPARATION SERVICES ARE COMPLETED. 


WE ASK FOR YOUR PATIENCE AND UNDERSTANDING WITH THE DUE DILLIGENCE 
CLIENT INTAKE PROCESS WHICH IS REQUIRED EVERY YEAR BY THE IRS 
FOR ALL EXISTING AND NEW CLIENTS.

BY HAVING YOU UPDATE YOUR CURRENT INFORMATION AND DOCUMENTS, IT REALLY 
HELPS US TO DO A THUROUGH JOB IN PREPARING YOUR TAX RETURN IN A TIMELY MANNER 
AND POSSIBLY FIND FOR MORE WAYS TO MAXIMIZE POTENTIAL REFUNDS.

IRS OVERSIGHT REVIEWS:

The Internal Revenue Service (IRS) continues to emphasize the positive correlation between the proper use of the Intake/Interview and Quality Review process and the preparation of an accurate tax return. 

IRS oversight reviews indicate consistent use of complete intake, interview, and quality review processes results in more accurate returns. When properly used, the accuracy of returns has increased.

The IRS requires tax prepares to have the intake form on hand and to keep it with a copy of the clients tax return for up to 7 years. 

EXAMPLES OF BASIC DOCUMENTS TO UPLOAD

THIS APP IS USER FRIENDLY.  
WE SUGGEST DOWNLOADING IT IF USING 
YOUR CELLPHONE TO SCAN YOUR 
DOCUMENTS TO BE UPLOADED.

DOCUMENT UPLOAD MESSAGE
TO ADEQUATELY AND TIMELY PREPARE YOUR TAX RETURN; PLEASE UPLOAD ANY APPLICABLE DOCUMENTS YOU HAVE AT THIS TIME
THE FASTER WE GET THE NEEDED INFORMATION, 
THE SOONER YOUR RETURN WILL BE COMPLETED AND eFILED 
MAKE SURE THE UPLOADED DOCUMENTS ARE CLEAR AND EASILY READABLE
UPLOAD YOUR DOCUMENTS USING THE LINK BELOW
ONCE YOU DO THE INITIAL INTAKE, YOUR PAPERS ARE DATE AND TIME 
STAMPED BY OUR SYSTEM.  OUR DATA ENTRY TEAM WILL BEGIN 
THE DOCUMENT PREPARATION PROCESS WITHIN 48-HOURS. 

PLEASE TAKE NOTE:
IF YOU DO NOT FOLLOW THE REQUIREMENTS TO CANCEL WITHIN 
48-HOURS OF YOUR 1ST UPLOAD, YOU WILL BE SUBJECT TO 
DOCUMENT PREPARATION FEES AND CHARGES AS STATED ON THE INTAKE FORM. 

IF YOU RECEIVE YOUR TAX PAPERS AND DON'T LIKE THE RESULTS AND 
THEN  WANT TO CANCEL, OR YOU REFUSE TO PAY US FOR THE SERVICES RENDERED 
WITHIN 24HOURS OF RECIEVING YOUR TAX PAPERS, YOU WILL BE 
SUBJECT TO FULL RATE DOCUMENT PREPARATION FEES WHICH MAY 
ALSO INCLUDE ADDITIONAL HOURLY RATE DOCUMENT PREPARATION CHARGES 
AT $150 PER HOUR, PLUS COLLECTION AGENCY FEES ALONG WITH OTHER 
APPLICABLE CHARGES AS STATED ON THE CLIENT INTAKE SIGNATURE PAGE. 

TAX YEAR 2024 IRS PROCESSING TIME ALERT!
THE IRS WILL BEGIN ACCEPTING TAX RETURN EFILE ON 
JANUARY 29TH 2025.
 
THE IRS SAYS TO ALLOW A MINIMUM OF 21 DAYS FOR PROCESSING. 
HOWEVER THERE IS NO GUARANTEE THAT THEY WILL HAVE YOUR 
REFUND PROCESSED WITHIN THAT TIME FRAME. 

WE AS TAX PREPARERS HAVE NO CONTROL OVER THE IRS OR ANY 
STATE TAXATION BUREAU AND THEIR PROCESSING TIMES OR 
ANY DELAYS THAT MAY OCCUR INTERNALLY WITHIN THEIR AGENCY.

IT IS THE TAXPAYERS RESPONSIBILITY TO FOLLOW UP WITH ANY 
NOTICES RECEIVED FROM THE IRS OR STATE TAXATION BUREAU. 
IT IS ALSO THE TAXPAYERS DUTY TO FOLOW UP AND CONTACT THE 
AGENCIES ABOUT THEIR REFUND STATUS.

ONCE WE SEND YOU YOUR TAX PAPERS AND EFILE YOUR RETURN 
OUR DOCUMENT PREPARATION SERVICES ARE COMPLETED.
WE APPRECIATE YOUR PATIENCE AND UNDERSTANDING. 

Form Disclaimer: IRS Publication 1075 Encryption Requirements Purpose To define in simple terms the encryption requirement of Pub. 1075, NIST controls and FIPS 140 and provide recommendations to agencies on how to comply with the requirements in technical implementations (e.g., remote access, email, data transfers, mobile devices and media, databases and applicartions. Per the required IRS Client Information Sharing and Storage Requirements - All Data Uploaded in this Client Intake Form is Secure and Stored with Encryption Protection. 

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