Using Your 1040 Portal
Step 1: To access your portal, login at our Client Center on the left using your username and password - contact us at firstname.lastname@example.org or (630) 717-5330 x321 if you require any assistance.
Step 2: Once you successfully logged in, click on your name on the left of your dashboard.
Step 3: Click on the Tax Returns folder, followed by the 12-31-17 folder and then double click on the Tax Return pdf to review your 2017 Tax Returns.
Step 4: Once you reviewed your return, print & sign the documents provided in the “Action Items” folder in the “Final Action Item” pdf (For example - Forms 8879 & IL-8453).
Step 5: Return the signed forms to our office via the portal by scanning and uploading through the File Exchange feature, fax to us at (630) 717-9378 or drop off at our offices.
Step 6: Click on “My Invoices” on the left of your dashboard to pay your invoice. For instructions, click this link: Making an Online Payment. To make a payment by phone or an ACH payment (For ACH payments you must provide a voided check), call Rosie Rivera at (630) 717-5330 x321 or mail/drop off a check. (PLEASE NOTE THAT PAYMENT MUST BE RECEIVED BEFORE RETURNS ARE ELECTRONICALLY FILED).