It’s that time of year again! Tax season is officially underway and it’s time to start getting your documents together. The IRS will not begin processing returns until January 24th, so now is the perfect time to get organized and make sure you have everything you need in order. SFG also begins accepting clients who are interested in applying for a Cash Advance on their 2023 Tax Refund of up to $7,000 as well as all other tax client submissions on 01/16/2023. Read on for instructions on how to access your secure client portal and begin preparing your taxes for 2022's Tax Season.
Accessing Your Secure Client Portal
For New Clients :
To begin the process of submitting your documents and information for processing, you must first access our secure Client Portal. To do this, please follow these steps:
Click here to register an account for our secure online client portal that you can access via computer or on your mobile device.
Once you've successfully registered your account, instructions will guide you through the steps of how to securely upload the needed files. We understand that this process is important for staying compliant and keeping your financials secure, so we take extra measures to make sure it's completely private.
After you've taken the time to provide us with all the necessary documentation and information for your taxes, we will quickly crunch the numbers and generate an initial tax return estimate for you.
After that, one of our certified tax professionals will reach out to you to discuss it further in either a telephone or video consultation. This is a great opportunity to review the estimated information and ask questions so that important decisions regarding deductions, credits, and other nuances can be clarified.
At the end of the appointment, you will receive the exact amount for your return and our preparation fees associated with the filing, so there are no surprises!
If you're content with the estimate, filing your return with us is easy and efficient. Should it not meet your expectations there is no obligation to move forward. Receive peace of mind knowing that whatever you decide, we have your best interests at heart and are here to help. Click Here to Register
Lastly, our preparation fees can be taken directly from your tax refund before you receive it, which means you won't have to worry about paying anything upfront or out of pocket. This can provide a great solution for taxpayers who need help getting their taxes in order, but cannot afford the full fee at once. No matter your unique financial situation, this payment option provides convenient and flexible access to the tax services you need.
For Existing Clients:
Click the link below to log into your existing client portal.
Once you have logged in sign your letter of engagement
Follow the instructions provided within the portal to complete your submission for this years tax return
Organizing Your Documents & Information
In order to ensure an accurate tax return estimate, it is important that prior to submitting any documents or information that you organize any deductions or business income/expenses that you will be reporting. This includes gathering all W-2s, 1099s, 1098s, bank statements etc., as well as any additional documents related to any deductions that may apply such as charitable donations or medical expenses. After organizing these items, you can then submit them via our secure Client Portal along with all other necessary information for processing.
It's official - Tax Season is here!
Don't wait until the last minute - start getting prepared now by accessing our secure Client Portal at sfgaccounting.com! Utilize our convenient online services to quickly and easily submit all of your tax documents and information for processing so that you can get an accurate estimate of your return before returns being accepted by the IRS on January 24th. Additionally, take advantage of our special offer by applying now for a Cash Advance on your 2023 Refund of up to $7,000 which begins accepting clients starting 01/16/2023! Start now! Get organized! And get ready for tax season with Supreme Financial Group!