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Client Accounts & Tools

Advantage Tax Client Portal

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  • Upload or download important documents.

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  • Review and esign documents.

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  • View your previous year(s) tax return.

IRS Tax Withholding Calculator

 

This calculator is designed to ensure that your employer withholds enough federal taxes.​ It is recommended that you use it periodically throughout the year to ensure that enough taxes are being withheld.​

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  • Complete or adjust your W-4(s).

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  • Estimate your current year tax liability.

IRS Online Account(s)

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  • Access your individual or business account information including balance, payments, tax records and more.

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  • If you don't have an existing IRS username or ID.me account, have your photo identification ready.

Check Your Return Status

 For Original Returns
     You will need:​

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  •  Social security number or ITIN

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  •  Your filing status

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  •  Your exact refund amount

For Amended Returns
     You will need:​

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  •  Social security number or ITIN

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  •  Your birthdate

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  •  Your zip code

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