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 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 12-31-18 folder and then double click on the Tax Return pdf to review your 2018 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).

Client Center

Accessing Your 2018 Client Organizer
Using Your 1040 Portal
Where's My Federal Refund?
Where's My State Refund?

Contact Us

1804 N. Naper Blvd., Suite 440
Naperville, IL 60563

Phone: 630.717.5330
Fax: 630.717.9378

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Phone: 630.717.5330 • Fax: 630.717.9378