Client File Portal
Looking to electronically share data with us? We have your solution!
We use CCH iFirm software to allow you to safely and securely transfer data to us - tax forms, supporting documents, QuickBooks files, etc. We also use this software to transfer tax returns or other information back to you.
To use this feature, you mush first register on the CCH iFirm portal. If you have not done so or if your invite expired, reach out to us and we can resend the registration invite.
Once you are registered, please click the link below or the image to access the portal.
Pay the IRS or CO
If paying taxes owed to the IRS or CO (or other states), the quickest and most secure method is an on-line payment. In fact, the IRS (and some states) will no longer accept manual check payments in the near future and you will have to pay on-line.
Use the links below to pay amounts owed to the IRS or CO (do an on-line search for states other than CO). Follow the on-line instructions and be sure to indicate
1 - the type of tax being paid (income tax)
2 - the tax year you are paying (not the year you are making the payment in)
3 - if the payment is an estimated payment or a balance owed from the return or a letter you received.
If asked for return data to validate your identity, be mindful of what year you use to validate yourself. If paying the current year tax bill, you often have to use the prior year data for validation as the current year has not been processed yet.
Reminder - if you filed a joint return, always use the primary taxpayer's data (name and social security) when making payments to avoid the payment being held or misapplied
2024 Annual Tax Organizer
2024 Tax Organizer (to print and manually provide inputs)
2025 Tax organizers will be loaded as soon as they are available.
Please note, if the organizers asks for data that will be provided by other source documents (i.e., W2's, 1099, etc.), you do not need to manually enter the data on the organizer.