Open this page by scanning the QR code on your computer.
Each item is taken with this phone's camera. A passport does not need a back photo.
ID front
Not taken yet.
ID back
Not taken yet.
Live selfie
Not taken yet.
Cell phone bill
Not taken yet.
Take the ID front, the selfie, and the cell phone bill. A passport does not need a back photo.
The computer that showed the QR code updates when a photo is stored. This button opens the signing page on this phone.
Client Portal
Sign in to continue
Enter MFA Code
Client Portal
Taxpayer Information
Spouse Information
Filing Status
Notifications
Dependents
Add Dependent
Dependent Care Credit (Form 2441)
Complete for each qualifying person who had care expenses.
Care Providers
Add Provider
Qualifying Persons
Add Qualifying Person
Due Diligence Questions
Tax Questionnaire
Answer these questions to help us prepare your return. Additional questions will appear based on your answers.
Income Sources
Schedule C - Business Income
Income
Expenses
Assets
Schedule E - Rental Income
Income
Expenses
Schedule F - Farm Income
Income
Expenses
Foreign Income, Assets & Tax Credit
Foreign Bank Accounts (FBAR - FinCEN 114)
Required if aggregate value of foreign accounts exceeded $10,000 at any time during the year.
Add Foreign Account
Foreign Financial Assets (Form 8938)
Required if specified foreign assets exceed thresholds ($50,000 single / $100,000 joint at year end, or $75,000 / $150,000 at any time).
Add Foreign Asset
Foreign Income
Foreign Tax Credit (Form 1116)
Foreign Earned Income Exclusion (Form 2555)
Deductions
Credits
Document Checklist
Upload the documents based on your questionnaire answers.
Upload Document
Uploaded Documents
No documents uploaded yet
Messages
Return Progress — 2026
Profile Pending
Dependents Pending
Questionnaires Pending
Documents Pending
Review Pending
Signature Pending
Form 8879 signature
Your preparer has not sent Form 8879 yet.
1. Mobile Handoff
2. ID & Bill Verification
3. SMS Security Code
4. Review & Sign Form 8879
Remote Tax Return Authorization (IRS Form 8879)
Complete the identity verification steps below to unlock your electronic signature block.
Smartphone Handoff & Evidence Capture
Verify Your Identity Using Your Smartphone. Scan the QR code below with your phone's camera. On that page the phone camera takes: (1) the front of your government photo ID, (2) the back of the ID when it is a card, (3) a live selfie, and (4) a photo of your current cell phone bill showing your name, address, and mobile number.
Your QR code appears here after you sign in with the SMS code.
[ ] Government Photo ID Verified
[ ] Live Selfie Biometric Match Confirmed
[ ] Cell Phone Bill Verified
Transaction SMS Verification
Confirm Your Signing Security Code. After the cell phone bill is verified, send a one-time 6-digit code to that mobile number.
Required Attestations & Signature Block
The portal records the photo ID, live-camera selfie match, cell-phone bill, and SMS code. That record is not a NIST IAL2 certification.