We have compiled a list of Websites that we have found to be helpful resources of information. When you click on a link, a new window will pop up. Close the window when you are ready to return to this page.
IMPORTANT LINKS
CALENDLY- SCHEDULE YOUR APPT WITH WENDY
Use the link to Calendly to schedule your appointment with Wendy.
MY 1040Data TAX ORGANIZER LOG IN
Your username is your email address.
If you can’t remember your password, you can reset it right where it says “can’t sign in?”
To Access The Files In Your SmartVault:
Click where it says files and folders.
Click where it says your name.
Click the TY24 Folder-This is where your 2024 tax season information is.
Click on Client Source Documents to review what you have sent us. If you can’t see your information then:
Click on Client Source Documents Processed (This usually means that we have started working on your tax return.)
Click on Client Tax Returns to see your completed return. Your unsigned efile forms are also there.
To Upload To The Vault:
Follow the steps above to access your vault then click on the Client Source Documents folder. There will be a link that says Upload File.
Click that link. You can drag files into that area or click where it says browse. You also have the option of uploading from your photo library, taking a photo, or choose a file to upload.
Home of the IRS on the Web. The IRS has definitely done a nice job on their Website.
MASSACHUSETTS DEPARTMENT OF REVENUE
Official site of Massachusetts Dept of Revenue
SOCIAL SECURITY ADMINISTRATION
The Official Website of the U.S. Social Security Administration.
Use this link to pay your state income taxes, sales tax, state estimates, state tax bill
Use this link to pay your FEDERAL Income Taxes, Estimated Taxes, installment payments, Notices