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Welcome to your Secure Client Portal. Here you can upload and download sensitive files securely.

All communications between our firm and the user are encrypted using the Secure Socket Layer (SSL). This is the same functionality used by banks and popular e-commerce services for secure communication. We also store your files encrypted when they are at rest on our servers, adding an additional layer of security. To protect against data loss, our servers are equipped with technology that automatically mirrors all data in real-time to two separate locations. Regular incremental and full backups of all system data are performed, including off-site data backups stored in two separate secure physical locations, to protect against almost all disaster scenarios.

News

TAS Tax Tip: Join us in January for pre-filing tax tips to make this filing season go a lot smoother

Taxpayer Advocate offices around the country will be conducting Pre-Filing Season events in January 2022. We will share tax tips […] The post TAS Tax Tip: Join us in January for pre-filing ta...

TAS Tax Tip: Did your advance Child Tax Credit payment end or change?

If your advance Child Tax Credit (CTC) payment ended in, or changed for the month of October, it may be […] The post TAS Tax Tip: Did your advance Child Tax Credit payment end or change? appe...

TAS Tax Tip: Advance Child Tax Credit payments: Nov. 29 is last day for families to opt out or make other changes

Updating Advance Child Tax Credit Payment IRS issued a reminder for families collecting advance payments of the Child Tax Credit […] The post TAS Tax Tip: Advance Child Tax Credit payments: N...

NTA Blog: Happy Thanksgiving

NTA Blog: Happy Thanksgiving   This Thanksgiving, as we continue to adjust our work and personal lives, I am reflecting […] The post NTA Blog: Happy Thanksgiving appeared first on Taxpay...

TAS Tax Tip: Did you have an advance payment of the Child Tax Credit issued to you, but did not receive it?

Missing Advance Child Tax Credit Payment Very soon, if you received advance payments of the Child Tax Credit, you will […] The post TAS Tax Tip: Did you have an advance payment of the Child T...

TAS Tax Tip: The IRS incorrectly recorded me as deceased – what should I do?

If your IRS tax account is locked in error because the IRS’s records incorrectly indicate that you or your spouse […] The post TAS Tax Tip: The IRS incorrectly recorded me as deceased &...

NTA Blog: Minimum Competency Standards for Return Preparers Are Crucial Taxpayer Protections

NTA Blog: Minimum Competency Standards for Return Preparers Are Crucial Taxpayer Protections Congress Should Enact Legislation to Protect American Taxpayers […] The post NTA Blog: Minimum Com...

NTA Blog: IRS Initiates New Favorable Offer In Compromise Policies

NTA Blog: IRS Initiates New Favorable Offer In Compromise Policies The IRS has the discretion to accept an offer in […] The post NTA Blog: IRS Initiates New Favorable Offer In Compromise Poli...

NTA Blog: IRS Delays in Processing Amended Tax Returns Are Impacting TAS’s Ability to Assist Taxpayers

In a previous blog, I highlighted the impact of the IRS’s processing delays and the resulting increase in cases on […] The post NTA Blog: IRS Delays in Processing Amended Tax Returns Are Impa...

TAS’s Ability to Help With Delayed Refunds Is Limited

March 25, 2021 TAS’s Ability to Help With Delayed Refunds Is Limited TAS’s Ability to Help With Delayed Refunds Is […] The post TAS’s Ability to Help With Delayed Refunds Is Limited appeared ...