Your Questions and Resources:

Client Portal Information

Full client portal walkthrough, including how to navigate and utilize features: Here

How to switch between linked client portal accounts: Here

How do I create an IRS account?

Navigate to the IRS website: Here.

Select “sign in or create an account” and follow the designated steps

PDF Step by Step Process

Where is my IRS refund?

You can check the status of your federal refund through the IRS website: Here.

You can sign into your IRS account or utilize the Refund Tracker. Fill out the applicable information, and you will be able to view your refund status.

How do I make an online payment to the IRS?

Follow the steps outlined: Here

Important: Make sure you are selecting the correct applicable options in the “Apply Payment to”, “Reason for Payment “, and “Tax Period for Payment” sections.

If you are unsure, please contact us to confirm.

Where is my PA refund?

Utilize the MyPATH refund tracker: Here.

Fill out the applicable information and check your refund status.

How do I retrieve my IP PIN?

If you have received an IP PIN in the past, you will receive a letter containing the IP PIN from the IRS each year towards the beginning of January. If you never received the letter you can log into your IRS account and retrieve it on the “Profile” page.

Got an IRS Notice?

To learn more about a notice you received from the IRS, you can search the type of notice on IRS website: Here.

If there is action required and you are still unclear why you received the notice, please provide a copy to our team, so we can help!

How long should I keep my tax records for?

IRS recommendations for Individual Taxes: Here

IRS recommendation for Employment Taxes: Here