It's Tax Time!

Here are some tips and tools to make your tax return preparation a little less stressful.

  • New to our services?  See our list of items we will need to prepare your tax returns, below.  This is a general list for individual returns and we may require additional information, depending upon your particular tax situation.
  • Wondering about your refund status?  Once your return is filed, go to this page to check.
  • Would you prefer a paperless experience?  Contact us to be set up on Onvio, our web portal.  Once your portal is enabled, you can access it on your computer or on your device.  Watch a quick overview of Onvio.
  • With Onvio, you can electronically sign your tax return.  Let us know if you wish to use this option.
  • Using eSignature for the first time?  This short video walks you through the process.
  • Onvio Apps for Apple and Android
  • Using QuickBooks Online for your business?  You can easily give us access to your QuickBooks file to help prepare your return.  See instructions here.
  • Alley & Bradl, LLC offers a service to handle any notices you receive from the IRS, state or local taxing authorities.  For more details, see our Client Care Plan Option.

New client checklist

Alley & Bradl Client Care Plan Option