CLIENT PORTAL FEE

STANDARD REGISTRATION (PER INDIVIDUAL /SSN)
One Time *Lifetime Fee $625

BUSINESS REGISTRATION (PER ENTITY)
One Time *Lifetime Fee $1450

THE EXPRESS LANE
If you qualify, no portal fee. Client portal access is limited. Follow THE EXPRESS LANE directions.

WHAT THE FEE IS FOR: 

  1. Personal login and client profile.
    Your client experience and tax strategies are bespoke to your very specific financial goals. The information gathered on your initial interview and comprehensive assessment of your goals is used to create your profile. This setup process helps you take full advantage of our expertise from almost 2 decades in the business. Together, we will navigate and monitor your opportunities of tax advantages as we assist your strategies for financial growth.

  2. 24/7 Access to Tax Documents
    You’ll have access to all documents conveniently organized and shared between you and Richard Colins including all IRS compliant tax documents completed by our team. When requested for your tax documents by a lender, attorney, leasing offices, or for any other reasons of finance, you’ll be able to share them with ease via app on your phone or via web.

  3. Live Support.
    Our team at Richard Colins will be able to assist with any issues in your client portal during business hours. Simply email or call us, and one of our team members will help you.

  4. Safety and Security.
    Our IRS compliant virtual file storage platform is leased through Thomson Reuters, ensuring the security of all documents shared between the client and the firm.

  5. E-signatures and E-filing.
    The IRS e-filing system and IRS compliant e-signature processes serviced through Thomson Reuters provides integrity to all documents submitted to the tax authorities and timely acceptance of your tax return.

  6. The IRS requires each individual to have their own login registered.
    Our virtual platform leased through Thomson Reuters is fully IRS compliant. That is, in the event of a bad separation between two married individuals, one would not be able to fraudulently file another's tax return for their own personal gain or to steal the refund of the other spouse. In a worst case scenario, we have also seen a handful of taxpayers who had been hit by scams. Our processes set in place according to IRS requirements will highly reduce your chances of being a victim of fraud when it comes to your taxes.


*LIFETIME DEFINITION

  • It is a ONE TIME lifetime setup fee while your status is “active and current” with our firm. 

  • "Active and current" status is defined as continuous and actively working with our team based on current or yearly contract agreements. 

  • If status is “inactive” or no longer "current" and consecutive for less than 2 full calendar years, there may be a reinstatement fee of $475. Working with another firm constitutes as no longer “current”.
    Reason: Tax laws, tax strategies, life changes, financial goals, etc. change constantly and drastically. To give you the best of our expertise we would need to go through a revised assessment due to the time lapse and potential changes to your goals.

  • If status is “inactive” or no longer "current" for 2 or more consecutive calendar years, a full new registration process is required.
    Reason: Tax laws, tax strategies, life changes, financial goals, etc. change constantly and drastically. To give you the best of our expertise we would need to go through a new and full comprehensive assessment due to the time lapse and potential changes to your goals.