CLIENT Support CENTER

Send Documents to an Advisor or Department

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Client Services

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REQUEST PRIOR YEAR TAX RETURNS

Retrieve copies of your personal or business tax return.
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THIRD PARTY ADVISORS

If you are an advisor to a 415 Group client, view files that were loaded to your portal.
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REMOTE IT SUPPORT

Working with our IT team? Allow our IT team to remotely access your computer.
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MAKE A PAYMENT

Pay your bill securely online.

ORGANIZER CLIENT EXPERIENCE

This video shows you a typical organizer experience from the perspective of the taxpayer. To view this video in full screen, click here.