Everything Current Clients Need. In One Place.
Access client intake forms, document upload tools, appointment links, payment options, service status and other client resources without having to search the entire website.
Choose What You Need to Do.
Client Portal
Access your secure client area, service information and connected client resources.
OPEN CLIENT PORTAL →Upload Documents
Submit requested tax, credit, bookkeeping or business documents for review.
UPLOAD DOCUMENTS →Tax Intake
Complete your tax intake before your return is prepared or reviewed.
START TAX INTAKE →Credit Intake
Submit the information needed before your credit review or credit-service consultation.
START CREDIT INTAKE →Book Appointment
Schedule a tax, credit, bookkeeping, business or financial consultation.
BOOK APPOINTMENT →Make a Payment
Access the payment page for applicable services, programs or invoices.
MAKE A PAYMENT →Check Service Status
Use the status area for tax-return, document or service updates when available.
CHECK MY STATUS →Refund Estimator
Get a preliminary 2025 or 2026 federal refund estimate before your official tax review.
ESTIMATE MY REFUND →Client Support
Can't find the resource you need? Use the contact page for additional help.
CONTACT SUPPORT →Here's How the Process Works.
Choose Service
Start with taxes, credit, bookkeeping, business consulting or a financial consultation.
Complete Intake
Submit the information needed for the service you selected.
Upload Documents
Provide the requested supporting records and documents.
Follow Status
Use your client tools, appointment links and status updates throughout the process.
Know What Stage Your Return Is In.
Everything Is Connected.
Can't Find the Client Tool You Need?
Contact Premium Financial Advisors and let us know which service or resource you are trying to access.