Online Client Portal

We will create a CLIENT PORTAL through our office that will give you access to send and receive documents, and communicate with our office.

  • AM ACCOUNTING & TAX SERVICES LLC will create your Online Client Portal and send you an email to access
  • You will then be sent a Tax Organizer and Engagement Letter
  • Upload all your tax documents
  • Any questions, please reach out through the Communication tab and we are available to assist you with the procedure and answer your questions.
  • We offer up to 1⁄2 hour consultation prior to or after your tax preparation via in office or Google Meet to discuss any concerns or questions.
  • When complete, we will upload your tax return to APPROVE, and once approved SIGN and we file your return electronically.
  • We will submit your invoice to be paid on the portal.

To get started or for more questions