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Services
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Client Xchange
Our team is using this secure online file share portal to collaborate and share tax documents.
This is only by INVITE. Please contact us requesting invite. Clients must first activate their account by clicking on the link in your invitation email. If already have an account just login below.
Additional Services
Reports Available
All Reports are with a filed Return
Federal Prior Year Comparison
$8.55
Refers to the practice of comparing current federal financial data (like budget numbers, revenue, or expenses) to the corresponding data from the previous year.
Federal Withholding Summary
$8.55
The amount of federal and State income tax withheld from your paycheck.
Federal Carryover Report
$8.55
An Internal Revenue Service (IRS) provision that allows businesses or individuals to carry a tax loss from one year into future years to offset a portion of their taxable income.
College Student Financial Aid Report (FAFSA)
$8.55
A worksheet to assist you with the preparation of the FAFSA Online
Federal Tax Calculator
$8.55
Estimates the refund or potential owed amount on a federal tax return. The following report is used for taxpayers to project their earnings and expenses into the following years.
State Prior Year Comparison
$8.55
Comparing the current state of a particular metric, data point, or financial figure to the same metric in the previous year, essentially allowing you to see how things have changed over time and identify trends by looking at the difference between the current year and the prior year.
