Client Portal
LevationCPA Client Portal
- Faster than email, faxing, or hand delivering your documents.
- Best-in-class encrypted communications provide protections and safeguards for your information.
- Quickly and securely download and upload your documents and tax returns.
PORTAL
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2017 Personal Income Tax Organizer
You will need Adobe Acrobat Reader DC installed on your computer.
- Type responses in the fill-able fields.
- Save your changes in the file.
- When completed, contact us to have your portal account set up for you.
- Upload your file into our secure environment.
- Or print out the organizer and bring it to us or mail it, along with your other documents.
Questions or need assistance? Great, we can help. Call us at: (719) 592-0218