Resources: Frequently Asked Questions

Browse our collection of resources and frequently asked questions. If you have a question not answered here and need to contact us, you can do so online or by calling our Colorado office at +1 (970) 586-9999 or our Illinois office at +1 (217) 285-2222.

Account

How do I access my client portal?

If you are a returning client, you can access your client portal by visiting clientportal.com. If you are a new client, please contact us.

Payment

How do I pay my invoices?

You have several options available to pay your invoices—you can pay by mail or call us to for online payment assistance.

  • Mail a check to:
    • Illinois: 315 N. Memorial St., Pittsfield, IL 62363
    • Colorado: P.O. Box 4259, Estes Park, CO 80517
  • For online payment assistance, call:
    • Illinois: (217) 285-2222
    • Colorado: (970) 586-9999

Taxes

When should I file my tax return?

For up-to-date information on when you should file your tax return, visit https://www.irs.gov/filing/individuals/when-to-file.

How can I find the status of my federal tax refund?

You can look up the the status of your federal tax return online using tools provided by the IRS here: https://www.irs.gov/wheres-my-refund.

Where can I check the status of my Colorado tax refund?

Colorado’s Department of Revenue provides a handy tool to check the status of your tax refund online: https://tax.colorado.gov/refund

Where can I find the status of my Illinois tax refund?

You can find the status of your Illinois tax refund by using the Illinos Department of Revenue website: https://tax.illinois.gov/individuals/refunds.html