You’ll find these tools helpful, whether you’re looking for guidance on planning or how to access your personal information.
2019 Basic Tax Profile Questionnaire
Please use this form to answer some basic questions about tax year 2019.
2019-2020 Tax Planning Guide
This guide alerts you to key provisions of the current Federal tax law that could affect your planning and offers helpful strategies for reducing individual and business income taxes.
How to Pay Taxes by Credit or Debit Card
You can pay by internet, phone, or mobile device whether you e-file, paper file, or are responding to a bill or notice. It’s safe and secure. The IRS uses standard service providers and business/commercial card networks, and your information is used solely to process your payment.
Sending Tax Returns by Private Delivery Service
You may use certain private delivery services designated by the IRS to meet the “timely mailing as timely filing/paying” rule for tax returns and payments.
These private delivery services generally include UPS and Federal Express.
After mailing your returns, please contact the private delivery service to obtain an approved mailing receipt.
For more information, click here to visit the Internal Revenue Service website.
You can download a list of approved addresses to send your Tax Returns and Payments by clicking on the downlaod link below.
**IMPORTANT NOTE: ALL ADDRESSES, SUBJECT TO CHANGE.
Client Portal Access Guide
This guide gives you step-by-step instructions on how to access the Client Portal. The portal may be used by both Untracht Early and our clients for document management. Documents published by Untracht Early will be visible to clients via secure, remote portal access.
Client Portal User Guide
Step-by-step instructions for using the Client Portal can be found here.