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