Client Portal
Simple tools for an easier tax season.
Welcome. Pick a tool below to get started. Everything is designed to be quick, guided, and easy to use — even from your phone.
How can we help today?
Tap any tool to get started. More options will be added over time.
Tax Return Checklist
A guided, one-question-at-a-time form. Save your progress and finish on any device.
Open
Document Upload
Securely send W-2s, 1099s, receipts, and other documents.
Coming soon
Refund Estimator
Get a rough estimate of your refund before you file.
Coming soon
Schedule a Meeting
Book a phone call or in-person appointment.
Coming soon
Ask a Question
Send a quick question and get a reply when convenient.
Coming soon
Prior-Year Returns
Request a copy of a return we filed for you in past years.
Coming soon
Built for clients of Moishe Weiss, CPA
Your information is saved on your device until you submit it.
Contact
Get in touch
Questions about your return, an appointment, or anything else? Reach out directly — we're happy to help.