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Send Us Your Data Via Portal and Retrieve Your Tax Returns Via Our Portal

 

SEND US YOUR DATA VIA OUR PORTAL

  1. Go to our web site www.urquidezcpas.com, once on our home page select CLIENT PORTAL from the tool bar.  The user/password sign in window will appear.
  2. Enter user name/password (Your user name is the primary taxpayer’s first initial and last name (lower case) and the last four digits of the primary taxpayer’s social security number.  Your password is the primary taxpayer’s initials (first name and last name) and the last four (4) digits of the primary taxpayer’s social security number.

Once you are logged in, follow these step:

  1. Double click the Portal folder.
  2. Double click the CLIENT DATA folder.
  3. Double click the import icon on the tool bar.
  4. In the IMPORT FILES window, click browse to go to the folder containing the file you want to import.
  5. Select the file you want to import and click OPEN.
  6. Review list of documents to be imported and Click OK to import documents.
  7. The IMPORT DOCUMENT window will appear, at this point you could rename the documents being imported or just click import to begin the importing process. (if more than one document is being imported and the documents do not needs to be renamed check off the APPLY THESE PROPERTIES TO ALL IMPORTED FILES box).

If you have any questions, please contact our office at 562-216-1561.

 

RETRIEVE YOUR TAX RETURNS VIA PORTAL

  1. Go to our website:  www.urquidezcpas.com
  2. Click on CLIENT PORTAL
  3. Follow username & password instructions:

Individuals:

  • User name is primary taxpayer’s first initial, last name (lower case) and last four digits of social security number. Password is primary taxpayer’s initials (first name and last name) and last four digits of social security number. Names should be as they appear on your tax returns. Do not use nicknames.

Business Entities:

  • User name is the entity’s client number. Password is first three letters of entity’s name and client number. All alphas are lower case and the first three letters should be exactly as they appear on your business entity’s tax returns.

If you have any questions, please contact our office at 562-216-1561.