Client Resources
We’ve created this page to make it simple for you to find and download helpful guides, forms, and instructions. Click below to learn more about the resource that fits your needs. If you have any questions or need personalized assistance, our team is always here to help.
How to Create an ID.me Account
Step-by-step instructions for creating and verifying your ID.me account to securely access IRS services, make payments, and view your tax records.
How to Register with EFTPS
Learn how to enroll in the Electronic Federal Tax Payment System (EFTPS) to make federal tax payments electronically.
EFTPS – Estimated Tax Payment
Instructions for submitting quarterly estimated federal tax payments through EFTPS.
EFTPS – Tax Return Balance Payment
Guide for paying your federal tax return balance due using your EFTPS account.
IRS Direct Pay – Individual Estimated Tax Payment
How to make estimated tax payments directly from your bank account using IRS Direct Pay.
IRS Direct Pay – Individual Return Payment
Instructions for paying your individual tax return balance due online through IRS Direct Pay.
Massachusetts Resources:
MassTaxConnect – Individual Account Set Up
A guide to creating your personal MassTaxConnect account to manage payments, notices, and state filings.
MassTaxConnect – New Entity Account Set Up
Learn how to create a MassTaxConnect account for a new business, fiduciary, or trust that has not previously filed or paid taxes in Massachusetts.
MassTaxConnect – Individual Estimated Tax Payment
Step-by-step walkthrough to make Massachusetts individual estimated tax payments online.
MassTaxConnect – Individual Return Payment
Instructions for paying your Massachusetts individual tax return balance electronically using MassTaxConnect.
MassTaxConnect – Fiduciary Estimated Tax Payment
How to submit Massachusetts fiduciary estimated payments securely via MassTaxConnect.
MassTaxConnect – Fiduciary Return Payment
Guide for paying Massachusetts fiduciary return balances electronically through MassTaxConnect.
