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Portal FAQs

​To keep your data secure, please utilize the portal to send us copies of tax forms.

All clients that provide us with an email address are granted access to the portal.

  • What is my username?

    • The email address you provided to us.​

  • What is my password?

    • You would have created your password when you were originally granted access to the portal. If you have forgotten you password, simply press the “Forgot your password?” button on the login screen and follow the steps.

  • How do I upload documents?​

    • ​Once you have logged in, press the blue “Browse File” button in the top left of the screen and select the documents you want.

Please note:

  • We cannot accept photos of documents, only PDFs.

  • Each time you upload a document it will notify us, so please try to upload all documents as one file, if possible.

  • Once you have uploaded all your documents for your tax return, please notify us via email at

Do you need a connection to a valuable source? Click on any of the links below and take a glimpse at the value it could add to your business!

Online Resources


IRS.GOV – Internal Revenue Service, United States Department of the Treasury can assist you with all things, TAXES.  This includes checking your refund status, printing out forms, and plenty of tax information for individuals and businesses as well!

SBA.GOV – Connect to small business resources, planning tools, financial assistance, and useful advice.


IWIF.COM – Find out about Worker’s Compensation Insurance, report an injury, and report fraud.


INTUIT.COM – Find out how to manage your business with unique, effective software. Not only do they offer business software, they recommend ways to set up your business, attract customers, and answer numerous questions you may have.


Entrepreneur-Take advantage of business knowledge to help grow your company, get advice, use how-to-guides, etc.


All Business- Need help selling your business, buying a franchise, or growing your company? This site also provides information on business credits and women in business.


CNNMoney- Want information on the latest financial news or have retirement concerns, this site offers data on everything from business travel to disaster planning.


Comptroller of Maryland- With the Maryland taxes site you are able to pay your taxes online, set up payment plans, view the status of your refund, find withholding tables, see sales tax data, etc.


Maryland Department of Assessments & Taxation – Through the Maryland DAT, you will be able to search real property data, view business entity information, download forms pertaining to new and existing businesses, real property, etc.


 The Department of Labor, Licensing, & Regulations- The DLLR link features employment law, 22 licensing boards, safety regulations, information on unemployment insurance, etc.


Maryland Worker’s Compensation- The Maryland Worker’s Compensation Commission includes employee benefit data, claims processing information, claim forms, insurance & compliance reporting, employer coverage verification, etc.


Maryland New Hire Registry- The new hire registry allows employers to update their newly and rehired individuals, as well as provide information on how to use their online reporting services. This site will answer you questions on multi state reporting and new hire compliance.


Pennsylvania Department of Revenue-This webpage includes e-file capabilities, information on personal, business, sales & use taxes, unemployment, due dates, etc.


Pennsylvania Department of the State-Helpful in renewing business licenses, searching for companies, registering your business, and searching for a UCC document.


Pennsylvania Department of Labor & Industry-Apply for unemployment compensation benefits, register a business for unemployment compensation, report new hires, etc.

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