Individual & small business tax prep
Tax File Portal handles personal and small business returns from start to finish. Upload your documents through a secure client portal, and know exactly where your return stands.
Services
Whether you're filing as an individual or running a small business, your return gets the same direct attention — no call center, no hand-off to someone new each year.
Straightforward filing for W-2 employees, freelancers, and households with a mix of income sources.
Returns for sole proprietors, partnerships, and S-corps, with bookkeeping support when you need it.
How it works
Reach out below and your preparer will set up your secure account — no password to create, ever.
We'll email you a secure link. Use it to upload your documents against a checklist built for your return type.
Your preparer prepares your return, you review and sign off, and we file. Your documents stay in the portal afterward.
How your documents are protected. Uploads are encrypted in transit and at rest, access is limited to you and your assigned preparer, and every document access is logged. Read the privacy policy for details.
FAQ
It depends on your return type. Once your account is set up, the portal shows a checklist built for your situation — typically W-2s or 1099s, last year's return, and (for business returns) profit-and-loss records and a mileage log.
Yes. Documents are encrypted in transit and at rest, and only you and your assigned preparer can access your files. Clients sign in with a one-time link emailed to their address instead of a password, so there's no password to leak or guess. Access is logged for your protection.
Yes — sole proprietors, partnerships, and S-corps, including Schedule C, 1065, and 1120-S returns, plus year-round bookkeeping if you need it.
Once your return is ready, you'll review it in the portal and sign electronically before it's filed.
Your preparer will flag anything missing directly in the portal and you can upload it as soon as you have it — no need to start over.
Create your portal account and start uploading documents for this year's return.
Contact
For general questions before you sign up. Please don't include sensitive information like a Social Security number here — once you're a client, the secure portal is the place for that.
Tax File Portal