Client Portal

• Visit Royale CPA Services  and click on "Client Portal".
• Register using your email and create a secure password.
• Verify your email and log in to your secure client dashboard.

•  Answer a few basic questions to determine your tax filing needs.
• Upload supporting financial documents (W-2s, 1099s, receipts, expense records, etc.).
• If you use QuickBooks Online (QBO), connect your account to import financial data automatically.

• Book a 15-minute virtual consultation to discuss your tax situation.
•  Get advice on deductions, tax credits, and compliance before filing.

• Our team will prepare your return based on your financial data and IRS compliance standards.
• You will receive a draft tax return for review within 5-7 business days.
• If any revisions are needed, communicate through the client portal.

• Once satisfied, electronically sign your tax return using our e-signature tool.
• We will e-file your tax return with the IRS and your state tax agency.
•  You will receive a confirmation email once your return is accepted and processed.

• Download a copy of your tax return from the client portal.
• Schedule a tax planning session to prepare for next year and reduce tax liabilities.
• Get reminders for estimated tax payments (if applicable).

💡 Need Help? Contact us at [email protected]assistance. Taxpayer / Client Questionnaire