Not a do-it-yourselfer, and can't visit one of our Drop Off sites? If you have online access and some technical skills our new, virtual method allows you to upload all your documents to us, then we will prepare it for you.
The Customer Portal is a new feature this year, which allows you to do the following:
Step 1: Request a link to register
Because of strict security, you must request a link for access to the customer portal by either calling 610-380-9099 ext 100 or emailing [email protected] with the following information:
Step 2: Register for the Customer Portal
You will receive an email containing your personal Customer Portal access link. Once received, click the Customer Portal link in the email and follow the instructions through until you click the VERIFY button.
Step 3: Prepare Your Intake Sheets for Upload
There are three intake forms you will need to complete. Click on each one listed below. The IRS Intake Sheet can be electronically filled out and the other two must be printed out and filled out by hand.
Step 4: Prepare your Identification and Tax Documents
Step 4: Upload Your Documents through the Customer Portal
When all your documents are received, they will be reviewed and our VITA preparer will complete your return. If there are questions about the information along the way, or when the return is complete, you will receive a phone call from number 610-380-9099.
The IRS requires that we provide civil rights information and how to report unethical behavior to every taxpayer. Please take the time to make yourself aquainted with the two brochures listed below: