Help Center

Sign in to your personal IRS online account, save payment activity for each requested tax year, and download the Account Transcript when available. Upload the complete files to your Tax Organizer and tell us about any missing records.

Balance due is for an amount owed on your completed return. An estimate is a payment toward the tax year shown on your voucher. An extension payment goes with a filing extension. Match the guide to our instructions; if you are unsure, ask us before paying.

Check the payment instructions delivered with your return for an arranged bank withdrawal, amount, and date. If anything is unclear, confirm with our team before making another payment.

Use the payment year, amount, and date in our instructions or your estimate voucher. The year is not necessarily the current calendar year. IRS identity verification may use a different, previously filed year; that does not change the payment year.

Save the IRS confirmation number after submitting. It confirms the request; check your bank after the scheduled payment date to confirm the withdrawal. If you are unsure, check the existing payment or contact us before paying again.

An extension gives more time to file your return. It does not extend the payment deadline. Follow your payment instructions, and contact us if the extension option or tax year is not available on the payment site.

Upload them through the secure Tax Organizer. It keeps documents and answers together with your return. If you cannot get in, ask Client Services for help accessing the organizer.

Check that your files appear, finish the questionnaire, and complete the remaining tasks or mark items N/A when they do not apply. Then choose Send for Review so we know your organizer is ready.

Use the email that received your organizer invitation. Check spam or junk for the access message and follow its link or verification prompt. If the link has expired or you still cannot get in, contact Client Services.

Use a comment in your organizer for a return question, missing document, or clarification. The Tax Process page explains the stages; it does not display your personal return status. Contact our team if you need a status update.

Keep every page and note the response date. Contact our tax team promptly and ask how to share it securely. We can help you understand what the notice asks for and your next step.

Our support page lists each team and the right contact. Use bookkeeping for monthly books and bank feeds, payroll for paycheck or payroll questions, and billing for firm invoices or agreements. Client Services can route you if you are unsure.

A message usually works best for a quick status, document, or payment question. Meetings are useful for planning, onboarding, training, or a topic that needs discussion.