Our office is upgrading our software and computers this week. Response times may be delayed as we improve our technology to better serve you.

Client Resources

Need help with the Portal?

Where's my Refund?

How to Pay your Federal Taxes

Get an Identity Protection PIN

Philadelphia Tax Center -

New User Help

PA Annual Report Help Guide

Common Portal FAQ's

How to Upload Documents

How to Scan Documents in the App

How to Complete an Organizer

Switch Between a Business and Personal Account

Client Portal - Login Here

Please use the online portal to upload all documentation. This is a secure way to ensure you documents remain safe. Please do NOT email documentation.

Portal Basics

Click here to learn more about our online portal or see the FAQ videos above. For additional questions, you can visit the full client help center here.

For answers to more questions, check out our FAQ page.

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