Use Our Secure Portal
Using our Secure Online Portal, you can upload your documents to Northwest Accounting & Tax, pay your invoice, receive your return and e-sign your e-file documents.
Step 1
Upload Your Documents
Login to your PORTAL and upload all of your tax documents. Once all documents are uploaded, send us a message in the portal letting us know you are finished. (We will not start your return until we get this message).
Your preparer will contact you with questions and/or to let you know when we have your return complete.
Your preparer will contact you with questions and/or to let you know when we have your return complete.
Some documents might include:
- Signed Agreement to complete return.
- Income statements: W-2, W-2g, 1099-R, etc.
- Interest and dividends statements from banks, brokerages, etc.
- Form 1098 from your mortgage lender
- Any changes in household, dependents, marital status, etc.
- Bank routing and account numbers
- The amount you paid for childcare and the childcare provider’s tax identification number
- Receipts for charitable donations
- Social Security or other taxpayer ID numbers for yourself, spouse and/or dependents.
Review & Pay
Once your return is complete, you will receive a notification to review your return on the portal. After reviewing your return, you can pay your invoice and then e-sign your e-file documents.
Alternatively, you can come into the office to review and sign.
Alternatively, you can come into the office to review and sign.
Download Your Return
With our portal, you can download your return at any time
Alternatively
File Your Taxes With Another Option
Choose from one of our other convenient tax preparation options
Drop Off
Drop off your documents with our receptionist. Come back later to sign and pick up your taxes.
Back Title
Simply drop off your documents and we'll call you when we're done
This option is available for most returning clients
This option is available for most returning clients