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Welcome back, Marcus

Welcome to your secure client portal.

Complete Required Step
Client Intake Status

2025 Tax Return

Client Action Needed
Overall progress
62%
  1. Not Started
  2. In Progress
  3. Client Action Needed
  4. Ready for Review
  5. In Preparation
  6. Needs Signature
  7. Filed
  8. Completed

Client action needed

Tax Organizer
  • Complete income information step
    General yes/no questions in the Tax Organizer
    Complete
  • Complete household step
    Confirm who lives with you — no ID numbers needed
    Complete
  • Confirm life changes this year
    Move, marriage, new job, new business
    Complete
  • Share notice received (yes/no)
    Let us know — send the notice through your preparer's secure system
    Complete
Next Steps

3 things to do this week

  • 1Complete the income information step
  • 2Complete the Dependents section of the Tax Organizer
  • 3Confirm your appointment on March 21
View all tasks

Upcoming appointments

View all
MAR
21
Tax return walkthrough
2:30 PM · Office
APR
02
E-file review call
11:00 AM · Video

Unread messages

Open inbox
  • Elena Park, CPA
    10:24a
    I reviewed your prior return, a few notes…
  • Front Office
    Yesterday
    Reminder: your organizer step is ready.
  • Scheduling
    Mar 04
    Your March 21 appointment is confirmed.

Pending tasks

View all
  • Complete income information step
    Due Mar 12
    Organizer
  • Sign engagement letter
    Due Mar 14
    Signature
  • Complete Dependents section
    Due Mar 18
    Organizer
  • Confirm March 21 appointment
    Due Mar 20
    Appointment

Announcements

  • Tax deadline: April 15
    Please complete all required steps by March 31 to guarantee on-time filing.
  • Office closed March 29
    We'll be closed for Good Friday. Portal remains available 24/7.
  • New: e-signature
    You can now sign engagement letters directly in the portal.