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.




2017 Personal Income Tax Organizer

You will need Adobe Acrobat Reader DC installed on your computer.

  1. Type responses in the fill-able fields.
  2. Save your changes in the file.
  3. When completed, contact us to have your portal account set up for you.
  4. Upload your file into our secure environment.
  5. 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