For current clients
Where's my return?
Use the private status link in your latest email from us, or sign in to the client portal. Either one shows where your return stands and whether we're waiting on anything from you.
Your private status link
Every update we email you has a private link to a page showing where your return stands, what we still need and anything due. Open the latest one; each link works for about a month.
The client portal
Signed up for the portal? Sign in to see every return, request and invoice, any time.
Or just call
Link expired, or can't find the email? Call and we'll tell you, or send you a fresh link.
Have an older email with a 6-character status code?
Those codes are retired: please use the private link in a newer email, sign in to the portal, or call 239-488-4555.
Need to send us something? Upload documents securely.
Questions about your return?
Call, or book a time to go over it together.