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

  • Business Credit Card

    Use your credit card to buy equipment and supplies that you will need in the upcoming year. Charges on your credit card for deductible business expenses are allowed in the year you make the purchase, not in the year the charge is paid. Pay off your credit card after the beginning of the year and avoid finance charges.
Monday, 21st August 2017
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Tax Tips Personal

  • Is an Inheritance Taxable?

    In most cases, an inheritance is not taxable to you, but there are exceptions

    At some point, you may inherit money or property that, in most cases, is not taxable to you. Life insurance proceeds are included in the deceased person's estate, but are not taxable to the beneficiaries. Bank accounts and other income-producing assets such as stocks are not taxable to you when received, but the income these assets generate is taxable to you.

    Read more ...

Personal Quick Tip

  • Making Gifts

    Are you planning on making any substantial gifts? Talk to your tax preparer first. Gifts with values exceeding $14,000 must be reported to the IRS.