Frequently asked questions

Need Help?

How do I access my own portal?

Anytime you need to access your portal click on the login button via the website and enter your email address. A new code will be generated and sent to your email to allow access for your session. 

Do I need to book a consultation if I'm a reoccurring client?

No, you can register via the business page, and you will receive an email within 24-48 hours granting you access to your client portal.

When will I get my refund and how do I track it?

After the IRS accepts your return, it typically takes about 21 days to get your refund.

If you want to track your refund, go to Where is my refund?