Client Resources
Get A jump on Tax Season
Download “TaxPass” to make filling your taxes easier and more convenient than ever.
TaxPass is a secured mobile app that allows you the client to provide all necessary filing information and documents to the tax preparer prior to your scheduled appointment. This process can be done at your convenience and saves you valuable time spent waiting in the office. TaxPass is available on the App Store and Google Play.
Once you have downloaded TaxPass, use the Mobile App Identifier QR Code or simply type in the Mobile App ID number listed below to begin.
Frequently asked questions (FAQ)
- Names, Date of birth, and Social Security numbers of yourself, spouse, and all dependents.
- All Income documents (W-2’s, 1099’s, Self-employed earnings). Other documents vary depending on individual tax situation (homeowner, married, children, Student loan, investments, Self-employed, Retired…)
- You may file your taxes once you have received all your W-2(s) from your employer(s). Employers are required to submit and mail all tax-related documents by January 31, so if you have received all tax documents, you are ready to file. Deadline to file your 2019 tax returns is April 15, 2020.
- Go to the IRS website provided to check on the status of your refund. (https://www.irs.gov/refunds)
- You can also check the status of your refund on the TaxPass Mobile App.