Tools
Offer in Compromise Pre-Qualifier
Use this tool to see if you instantly qualify for an Offer in Compromise. Be sure to print your results for your first meeting.
Installment Agreement
Use this tool to establish a payment plan with the IRS. Note: you will need to set up an account.
Electronic Federal Tax Payment System (EFTPS)
Use this tool to establish an EFTPS account with the IRS. This allows you to make federal tax deposits. Note: this process takes a few days, as the IRS will send you a PIN.
Client Portal
Use this tool to access your client portal. This will allow you to fill out questionnaires and help us better assist you.
Make a Payment
If you need to make a payment toward your account with us, use this link. Be sure to include your name and any outstanding invoice numbers.
Complete a Consent Form
If you need to create an account with our portal, we need this consent form signed.
Sign a Power of Attorney (Form 2848)
If we have requested a signed Power of Attorney, use this link to download Form 2848 from the IRS website. Please complete Line 1, sign Line 7 (no e-signatures), and upload the document through your portal.