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, has no portal fee since access to the portal 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 meticulous set up process helps you take full advantage of our expertise from 16 years in the business at a high level. Together, we will navigate and monitor your opportunities of tax advantages as we strategize for financial growth.

  2. 24/7 Access.
    You’ll conveniently have access to all documents 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 clients portal during business hours. Simply email or call and one of our team members will help to you.

  4. Safety and Security.
    We lease an IRS compliant virtual platform by Thomson Reuters to ensure 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 we use ensures the integrity of all documents submitted to the tax authorities.

  6. The IRS requires each individual to have their own login registered.
    Our virtual platform by 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. We have seen it attempted on multiple occasions. In a worst case scenario, we have also seen a handful of taxpayers who had been hit by scams. Our processes set in place 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 as long as 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.
    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 an 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 comprehensive assessment due to the time lapse and potential changes to your goals.