Welcome to the Don Brooks & Associates, Inc. Client Portal. By clicking the link below, you will be able to perform several activities such as:

  • Retrieve a copy of your Tax Return and Documents - Access copies of your tax returns (for tax years 2011 and later) that have been completed. In some cases you will also be able to access copies of the tax documents that you provided to us at the time of your tax preparation;

  • Ask questions, submit notes, or send us documents – Quickly send us the information that we need to complete your tax return or ask us that question that has been on your mind about taxes;

  • Schedule an appointment – Request a time to come in and meet with us. We will do our best to accommodate your request and we will confirm your appointment;

  • Update your information – Have you moved, changed your phone number, or started using a new email address. Make sure that we have the correct information to get in touch with you.

In order to access the portal, you will need the Social Security number of the person who is listed first on the tax return and a password. The password is the last four digits of the same social security number. If you have lost or misplaced your password, or if you would like to change your password, please contact the office for assistance.

Your tax information manager (will open in a new window or tab)

***UPDATE*** - March 4, 2013 - You may be prompted for an additional password when you click to view your individual tax returns. This will be the last 4 digits of the first named taxpayer's social security number.

***UPDATE*** - October 1st, 2012 - Several of our first time clients have not, as of this time, been added to this system. We are working hard to get these clients updated. There will be an update here when this situation has been corrected.

Tax Tips Small Business

  • Reimbursing Your Employees for Business Expenses

    What method should you choose?

    Attracting and keeping good employees is a goal in any business. One way to make life easier for your employees is to have an easy to use reimbursement plan. Travel, transportation, moving, and educational expenses are common reimbursable expenses. As the employer, you have the option to set up an accountable or nonaccountable reimbursement plan. Under either plan, you can deduct many of the business expenses paid to or for employees. However, the plan you choose can make a big difference to your employees.

    Read more ...

Small Business Quick Tip

  • DOT Hours of Service

    Truck drivers and other employees who are subject to the Department of Transportation's "hours of service" rules are allowed to deduct 80 percent of their meals in 2016. In lieu of using actual expenses for meals and incidental expenses, you can deduct the federal rate of $63 per day.
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Tax Tips Personal

  • Naming a Beneficiary to Your Retirement Plan

    Nonspouse beneficiaries have new options

    If you are the beneficiary of a decedent's qualified retirement plan, and you are not the spouse of the decedent, you now have additional options for distributions. In the past, only a spouse beneficiary was permitted to roll the account into an IRA. Now, beginning in 2007,

    Read more ...

Personal Quick Tip

  • Medical and Charitable Mileage

    Do you use your auto for charitable purposes? What about going to and from the doctor or dentist? Your mileage for both medical and charitable purposes may be deductible on your tax return. It is important to set up a mileage log and keep it handy so you can track your deductible mileage throuhghout the year.