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Click HERE to Login to your Client Portal
1
Login using your SSN and Last Name
Your account is MFA Secured. This means once you login with your information, the system will send a code to your cell phone. We like to make sure your tax documents are safe, so rest assure your account is safe as well.
2
Visit the 'My Taxes' Tab
This section allows you to access your tax return forms, such as your 1040 and signature package anytime during the year! You can easily download the forms to your mobile phone or computer.

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