Tax Preparation Service
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Thanks for booking with Always Available Tax Service. I look forward to meeting with you. If you are wanting a Virtual appointment, please follow the steps below.
1. Please download , complete and save the Client Information Sheet pertaining to the TAX YEAR you are filing (Virtual Appointment ONLY) Client Info sheet can be located at the end of this page. UPLOAD Client INFO Sheet to your Portal once you have it completed!
2. Upload ALL Tax Documents to link below to include:
Valid ID
Social Security Cards (including dependents)
Birth Certificates, Statement from school/daycare, receipts and any Business statements/reports/etc...
Click link below to register a new account and upload your Tax Documents:
https://portal.staypaperless.com/?id=S3IrNVBIY0lqSHRnNGY1U2NCQ0VOdz09
If you were a customer of ours last year try your default password. The default password would be: Capital First Initial Capital Last Initial then last 4 of SSN
For Example if your name is: John Smith and last 4 of SSN is: 4321 then the default password will be: JS4321
If this doesn't work, make sure to contact our office directly
***PLEASE DO NOT DOWNLOAD THIS PDF- It's just a screenshot of what the HOME PAGE of the Client PORTAL looks like***
1. Complete the attached 2023 Client Information Sheet and return electronically (this form that attached does not need to be printed out) .
2. Save and upload to your client Portal for Virtual/Online Appointments
2023 Client Information Sheet Updated (docx)
Download1. Complete the attached 2022 Client Information Sheet and return electronically (this form that attached does not need to be printed out) .
2. Save and upload to your client Portal for Virtual/Online Appointments
2022_Client_Information_Sheet (docx)
Download1. Complete the attached 2021 Client Information Sheet and return electronically (this form that attached does not need to be printed out) .
2. Save and upload to your client Portal for Virtual/Online Appointments
2021 Client Information Sheet (docx)
Download1. Complete the attached 2020 Client Information Sheet and return electronically (this form that attached does not need to be printed out) .
2. Save and upload to your client Portal for Virtual/Online Appointments
2020 Client Information Sheet (docx)
Download1. Complete the attached 2019 Client Information Sheet and return electronically (this form that attached does not need to be printed out) .
2. Save and upload to your client Portal for Virtual/Online Appointments
2019 Client Information Sheet (docx)
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