Tax Client Portal
**NOTE: WE DO NOT OFFER ACCESS TO THIS PORTAL ON OUR WEBSITE TO PROTECT THE SAFETY & DATA SECURITY OF OUR CLIENTS. A link will be sent to you privately instead.**
FORM 1099-G for NYS & TAX WITHOLDING
DO NOT FORGET to withhold unemployment taxes from your Unemployment Income! Unemployment is considered "income" and is taxable.
*NOTE: NYS UI is NOT mailing out form 1099-G unless you call them and request them to mail it.
Where's my IRS Refund?
Wondering where your Federal Refund is?
Click below to find out.
Where's my N.Y.S. Refund?
Wondering where your N.Y.S. Refund is?
Click below to find out.
Make an IRS Tax Payment
If you need to make an IRS tax payment you can log in here. You can also access your tax account history and apply to make payment plans.
Make a NYS Tax Payment
If you need to make a NYS tax payment you can log in here. You can also access your tax account history and apply to make payment plans.
FINCEN Portal
NOTE: BEFFECTIVE 01/01/2024 All LLC's and Corporate entities (that do not fall under the Exemption List) are required to register Beneficial Ownership Information (a.k.a. BOI) with FINCEN (the Financial Crimes Network) to comply with the "Corporate Transparency Act". Click below for more information or to register.
Child Tax Credit Portal
If you received "Advanced Child Tax Credit Payments," in 2021 you will receive IRS Letter 6419 in the mail. You will need this to file your tax return. If you have lost your letter, click down below, log into the Portal, print out the amounts and bring it to us. Putting in the wrong amount may cause an error/problem.
3rd Economic Impact Payment?
Those who received the "3rd Economic Impact Payment" in 2021 will receive IRS Letter 6475 in the mail. This letter is necessary for your tax preparation. You are required to report it. For individuals NOT required to file, please check with us, because it is possible that you may be entitled to more money.
