Information for Current Clients
Book your Appointment
Feel free to schedule an in person appointment through our booking system. If you would prefer remote service please upload any documents you might have to your Smartvault Portal below and look out for a link in your email to finalize your return.
Access Your Documents
We've partnered with Smartvault to provide document access to our clients with bank grade security. Click the button below to login
Check Your Federal Refund
Access the IRS Where's My refund tool. You will need your Social Security Number, refund amount before any fees are deducted, and your filing Status.
Check Your North Carolina Refund
Access the NC Department of Revenue Where's My refund tool. You will need your Social Security Number and your state refund amount.
Pay Your Federal Tax Due or Setup a Payment plan
Use the button to access the IRS Where's My refund tool. You will need your Social Security Number, refund amount before any fees are deducted, and your filing Status.
Pay Your North Carolina Tax Due
Us the NC Department of Revenue's website to pay your North Carolina Tax due.