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MyTaxOffice Portal

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10826 Courthouse Rd, Ste C Fredericksburg, VA 22408 (US)

SHALOM

1040 Tax Preparation
Our 1040 Tax Preparation service provides fast accurate, and affordable filing for individuals and families, ensuring you get every deduction you deserve and peace of mind at tax time. 
Tax Planning Pro
Tax Planner Pro helps you take control of your finances year-round with smart tax straegies, easy-to-use planning tools, and real-time insights to reduce your tax bill and maximize savings.
Tax Resolution Coaching
Our Transcript Delivery +Coaching provides fast, secure access to your IRS tax transcripts, helping you verify income, confirm filings, and resolve tax matters with confidence and ease.

Getting Started is easy as 1,2,3……!

For seamless processing, follow the tutorial videos below. If you’re logging in from a computer, continue using the MyTaxOffice Login page.

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Download Mobile App

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Upload Tax Documents

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e-sign Your Tax Return

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Client Portal
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Take Control of Your Taxes with ProActive Tax Coaching-Year Round

If you’re already a tax preparation client, your membership is free — giving you full access to tax planning projections and optimization of your taxes year-round. Join weekly Talk Tax Today. Not a client yet? No problem! For just $10/month, you can use Tax Planner Pro to see your expected refund, estimate liabilities, and discover strategies to reduce your taxes — all with a 30-day FREE Trial. Take Control of Your Taxes with Tax Planner Pro+Coaching!

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IRS TRANSCRIPT DELIVERY

Tax Resolution Coaching

Our Transcript Delivery & Monitoring Service provides fast, secure access to your IRS tax transcripts, helping you verify income, confirm past filings, and spot potential issues early. Each request includes Tax Resolution Coaching, guiding you step-by-step to understand your transcripts, respond to IRS notices, and create a clear plan for resolution. Get started for $10/month with a 30-day free trial.

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1. File 8821/2848

We begin by filing the appropriate authorization form — Form 8821 (Tax Information Authorization) or Form 2848(Power of Attorney) — to securely access your IRS records and communicate with the IRS on your behalf when needed.

3. Identify Tax Problem

Through detailed transcript analysis, we pinpoint discrepancies, missing filings, or unresolved IRS notices, helping you understand the root cause of your tax issues.

2. Monitor Tax Records

Once authorized, we retrieve and review your IRS transcripts to monitor your tax history, payments, and account status, ensuring all filings and balances are accurately reflected. This step can take up to 14 to 21 days for IRS Processing. 

4. Provide Tax Solution

We provide personalized coaching and step-by-step guidance to help you resolve your IRS matters — from preparing responses and setting up payment plans to referring complex cases to our partner, Community Tax Relief, when full representation is needed.

Services
  • Personal Tax Prep
  • Business Tax Prep
  • IRS/ Tax Resolution
  • Tax Advisory
  • Business Advisory 
Other Services
  • Life Insurance 
  • Health Insurance
  • Estate & Trust
  • Merchant Accounts
  • Tax Service Bureauureau
Service Portals
contact us
Client should use secure messaging for any and all tax related questions or concerns. 
+15406935881
10826 Courthouse Rd, Ste C Fredericksburg, VA 22408 (US)