Welcome to the Tax Center

Welcome to the Tax Center! Our goal is to make tax season as smooth and straightforward as possible for you. This page contains all the resources, tools, and information you need to get started, along with step-by-step guidance on how to complete your Tax Packet and file your return.

At Tax & Accounting Solutions, we’re here to provide you with a seamless experience, whether you’re a returning client or working with us for the first time.

Key Dates to Remember

To ensure your return is filed on time, please submit your completed Tax Packet by these deadlines:

  • February 15: For March 15 filing (S Corps & Partnerships)
  • March 15: For April 15 filing (Individuals, C Corps, Trusts & Estates)
  • April 15: For May 15 filing (Nonprofits)

Any submissions after these dates will result in an extension. If you’d prefer to file an extension, please notify us early to limit unnecessary communications.

Please Note: Extensions give you additional time to file, but taxes owed must still be paid by the original deadline to avoid penalties.


How to Get Started 

Step 1: Complete Your Tax Packet

A completed Tax Packet is required for each account. This includes:

  • Engagement Agreement
  • Consent Form
  • Taxpayer Questionnaire for Individuals Only
  • Business Questionnaire for S-Corps, C-Corps, and LLCs Only
  • ALL supporting documents needed to complete your returns (W-2, 1099s, etc)

Non-Portal Users: Get your Tax Packet here!

Step 2: Gather Your Documents

Prepare all your required tax documents, including W-2s, 1099s, receipts, and any other forms relevant to your tax filing. Use our secure portal or download our Comprehensive Checklist to help you stay organized.

Step 3: Review our Tax Process Methods and decide which one is right for you for submitting your Tax Packet.

 

Why Use the Tax Portal?

Our secure client portal offers:

  • Real-Time Access: Upload documents, track progress, and receive automated notifications.
  • Flexibility: Upload forms as you receive them—no need to wait until everything is ready.
  • Convenience: E-sign your forms and review your return online—no printing or mailing required.
  • Security: Rest assured knowing your sensitive information is handled confidentially.

IMPORTANT: For those filing jointly and wish to use the portal, we will need email addresses for each person signing the return. Use our Update Contact Information Form to make sure our records are updated. 

Click here to learn more about the Tax Portal

 

$1,000,000 Tax Audit Defense™ with Protection Plus

All taxpayers that file their individual (1040) tax return with us have complete access to our expert tax audit defense team. In the unlikely event you receive a tax notice from the IRS or State, our Protection Plus audit defense team will provide up to $1,000,000 in services to find a resolution.

  • It’s now included in your preparation fee – no additional cost to you!
  • Identity Theft Restoration – if your identity is ever compromised.
  • Tax Preparation Guarantee.

Learn more about Protection Plus